HERZ

Herzfeld Credit Income Fund

23 hedge funds and large institutions have $13.2M invested in Herzfeld Credit Income Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

9% less capital invested

Capital invested by funds: $14.5M → $13.2M (-$1.35M)

67% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 15

Holders
23
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$5.71M
2
$2.32M
3
$1.57M
4
$796K
5
$562K
6
$436K
7
$379K
8
$245K
9
$230K
10
$214K
11
$206K
12
$122K
13
$95.2K
14
$82.8K
15
$65.2K
16
$51.1K
17
$48K
18
$28.6K
19
$22K
20
$12.4K
21
$2K
22
$477
23
$2
24
25