HERZFELD CREDIT INCOME FUND (HERZ) Institutional Ownership Changes & 13F Activity
HERZFELD CREDIT INCOME FUND (HERZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Private Advisor Group, Llc, Envestnet Asset Management Inc, Thomas J. Herzfeld Advisors, Inc., Css Llc/Il, and Choreo, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +17,880 | +7.1% | 268,909 | $4.63M | Q2 2026 | Sep 23, 2026 |
| Css Llc/Il | Sell | -9,819 | -20.5% | 37,977 | $653.20K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +381 | +8.7% | 4,777 | $82.31K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +24 | +4.7% | 534 | $9.00K | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +30 | +2.8% | 1,112 | $19.14K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +61 | — | 61 | $1.01K | Q2 2026 | Aug 12, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +10,319 | +1.3% | 817,534 | $14.06M | Q2 2026 | Aug 10, 2026 |
| Blue Bell Private Wealth Management, Llc | Sell | -1,310 | -30.4% | 2,997 | $51.55K | Q2 2026 | Aug 06, 2026 |
| Choreo, Llc | Buy | +1,442 | +3.2% | 46,992 | $808.26K | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, Llc | Buy | +20,550 | — | 20,550 | $353.46K | Q2 2026 | Jul 27, 2026 |
| International Assets Investment Management, Llc | Sell | -200 | -4.9% | 3,842 | $65.66K | Q2 2026 | Jul 22, 2026 |
Frequently asked questions about HERZ activity
Which institutional owners are buying HERZ?
Institutional owners buying HERZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HERZ activity?
"Buy" means an investor increased their reported position in HERZ compared to the prior reporting period. This reflects growing exposure to HERZFELD CREDIT INCOME FUND (HERZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HERZ increasing?
Institutional interest in HERZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.