HERZ

Herzfeld Credit Income Fund, Inc. Common Stock
HERZ

Overview Fund Activity

17 hedge funds and large institutions have $22.8M invested in Herzfeld Credit Income Fund, Inc. Common Stock in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
-9
Holders Change %
-34.62%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
4
Increased
5
Reduced
4
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$9.47M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.6M
3
CL
Choreo LLC
Illinois
+$1.45M
4
XT
XTX Topco
Cayman Islands
+$42K
5
Jane Street
Jane Street
New York
+$29.5K

Top Sellers

1
MC
Matisse Capital
Oregon
-$2.31M
2
CL
CSS LLC
Illinois
-$1.64M
3
AIA
Absolute Investment Advisers
Florida
-$1.28M
4
BI
Bulldog Investors
New Jersey
-$649K
5
LSC
Logan Stone Capital
Illinois
-$290K
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$16.1M +$9.47M +3,546,303 +142%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.6M +$3.6M +1,350,097 New
CL
3
Choreo LLC
Illinois
$1.54M +$1.45M +545,039 +1,597%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$636K +$8.98K +3,364 +1%
Osaic Holdings
5
Osaic Holdings
Arizona
$199K -$43K -16,115 -18%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$179K +$17.7K +6,635 +11%
HHGC
7
Hunting Hill Global Capital
New York
$106K – – –
CL
8
CSS LLC
Illinois
$104K -$1.64M -613,955 -94%
AAS
9
Avantax Advisory Services
Texas
$67K -$86.8K -32,522 -56%
Corient Private Wealth
10
Corient Private Wealth
Florida
$58K – – –
Morgan Stanley
11
Morgan Stanley
New York
$50.4K – – –
XT
12
XTX Topco
Cayman Islands
$42K +$42K +15,982 New
Jane Street
13
Jane Street
New York
$29.5K +$29.5K +11,043 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12K -$4.81K -1,805 -29%
UBS Group
15
UBS Group
Switzerland
$3.48K +$441 +165 +14%
CA
16
CoreCap Advisors
Michigan
$563 – – –
Wells Fargo
17
Wells Fargo
California
$2 +$2 +1 New
MC
18
Matisse Capital
Oregon
– -$2.31M -987,174 Closed
AIA
19
Absolute Investment Advisers
Florida
– -$1.28M -546,984 Closed
BI
20
Bulldog Investors
New Jersey
– -$649K -277,149 Closed
LSC
21
Logan Stone Capital
Illinois
– -$290K -124,191 Closed
QL
22
Quarry LP
New York
– -$274K -117,345 Closed
TFCP
23
Twin Focus Capital Partners
Massachusetts
– -$139K -59,527 Closed
YCM
24
Yakira Capital Management
Connecticut
– -$98K -41,949 Closed
AWA
25
Arete Wealth Advisors
Illinois
– -$54K -23,094 Closed
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