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New America High Income Fund (HYB) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for New America High Income Fund (NYSE:HYB)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$14.70M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.63M
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HYB Institutional Buying and Selling by Quarter

New America High Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025 Capital Investment Advisors LLC131,671$1.08M0.0%-17.8%0.563%
2/18/2025CSS LLC IL80,462$657K0.0%+168.2%0.344%
2/17/2025Logan Stone Capital LLC115,923$947K0.3%+21.1%0.496%
2/17/2025Cetera Investment Advisers11,213$92K0.0%-18.5%0.048%
2/17/2025Bulldog Investors LLP557,990$4.56M1.2%N/A2.387%
2/14/2025Quarry LP48,203$394K0.1%N/A0.206%
2/14/2025Integrated Wealth Concepts LLC109,364$894K0.0%+10.8%0.468%
2/13/20251607 Capital Partners LLC127,850$1.05M0.1%+1.1%0.547%
2/13/2025Guggenheim Capital LLC395,455$3.23M0.0%+33.4%1.691%
2/13/2025Icon Advisers Inc. Co.290,157$2.37M0.5%+205.7%1.241%
2/13/2025Raymond James Financial Inc.64,998$531K0.0%N/A0.278%
2/13/2025Invesco Ltd.194,897$1.59M0.0%+1.8%0.834%
2/13/2025Yakira Capital Management Inc.103,156$843K0.3%+15.7%0.441%
2/13/2025Sit Investment Associates Inc.2,758,596$22.54M0.5%+2.9%11.799%
2/13/2025Wells Fargo & Company MN613,068$5.01M0.0%-5.8%2.622%
2/11/2025LPL Financial LLC59,017$482K0.0%-10.8%0.252%
2/10/2025Avantax Advisory Services Inc.11,014$90K0.0%N/A0.047%
2/6/2025Raymond James Financial Inc.64,998$531K0.0%N/A0.278%
2/3/2025 Capital Advisory Group Advisory Services LLC52,650$430K0.2%N/A0.225%
1/24/2025 Absolute Investment Advisers LLC125,094$1.02M0.1%N/A0.535%
1/13/2025 Capital Investment Advisors LLC160,277$1.31M0.0%-7.0%0.000%
12/3/2024Rivernorth Capital Management LLC305,044$2.54M0.1%+128.0%0.000%
11/25/2024Sanctuary Advisors LLC19,357$160K0.0%-7.8%0.000%
11/15/2024Rivernorth Capital Management LLC305,044$2.54M0.1%+128.0%0.000%
11/15/2024Integrated Wealth Concepts LLC98,668$822K0.0%+11.4%0.000%
11/7/2024Thrivent Financial for Lutherans56,332$469K0.0%-24.4%0.000%
10/28/2024US Bancorp DE11,921$99K0.0%N/A0.000%
10/18/2024 Capital Investment Advisors LLC172,367$1.44M0.0%+1.1%0.000%
9/5/2024Sanctuary Advisors LLC20,985$148K0.0%N/A0.000%
8/16/2024Almitas Capital LLC606,917$4.45M1.8%-1.1%0.000%
8/15/2024Logan Stone Capital LLC48,435$355K0.1%-62.0%0.000%
8/13/2024Thrivent Financial for Lutherans74,496$546K0.0%-11.2%0.000%
8/13/2024AE Wealth Management LLC10,210$75K0.0%N/A0.000%
8/2/2024Founders Financial Securities LLC13,375$98K0.0%-33.5%0.000%
7/12/2024 Capital Investment Advisors LLC170,416$1.25M0.0%+4.0%0.000%
5/9/2024 Camelot Portfolios LLC14,349$104K0.1%-12.2%0.000%
4/24/2024Blue Bell Private Wealth Management LLC41,600$303K0.1%+312.1%0.000%
4/16/2024 Thrive Wealth Management LLC14,259$104K0.0%N/A0.000%
2/15/2024Bulldog Investors LLP91,191$642K0.2%+98.4%0.000%
2/13/20241607 Capital Partners LLC150,406$1.06M0.1%+33.5%0.000%
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1/30/2024BOK Financial Private Wealth Inc.5,000$35K0.0%N/A0.021%
1/29/2024Koshinski Asset Management Inc.10,064$71K0.0%N/A0.043%
1/25/2024Blue Bell Private Wealth Management LLC10,094$71K0.0%N/A0.043%
1/23/2024 Camelot Portfolios LLC16,349$115K0.1%+13.9%0.070%
1/16/2024Raymond James Financial Services Advisors Inc.417,268$2.94M0.0%-1.7%1.785%
1/16/2024Raymond James & Associates18,021$127K0.0%-19.5%0.077%
1/11/2024Brookstone Capital Management25,959$183K0.0%N/A0.111%
11/21/2023Almitas Capital LLC266,198$1.73M0.8%-18.1%1.139%
11/15/20231607 Capital Partners LLC112,631$730K0.1%N/A0.482%
11/14/2023AQR Arbitrage LLC166,122$1.08M0.0%+76.2%0.711%
11/14/2023Saba Capital Management L.P.1,340,675$8.69M0.2%+99.9%5.734%
11/13/2023Wolverine Asset Management LLC119,256$773K0.0%-54.4%0.510%
11/8/2023Landscape Capital Management L.L.C.18,710$121K0.0%-23.1%0.080%
10/30/2023SFI Advisors LLC14,274$92K0.1%-63.2%0.061%
10/27/2023Hennion & Walsh Asset Management Inc.114,670$743K0.0%-31.1%0.491%
10/26/2023Advisor Partners II LLC49,427$320K0.0%N/A0.211%
10/24/2023Raymond James Financial Services Advisors Inc.424,348$2.75M0.0%+9.5%1.815%
10/23/2023Commonwealth Equity Services LLC23,432$152K0.0%-40.0%0.100%
10/20/2023 Camelot Portfolios LLC14,349$93K0.1%-12.2%0.061%
10/17/2023Founders Financial Securities LLC20,870$135K0.0%-49.0%0.089%
10/16/2023 Capital Investment Advisors LLC163,226$1.06M0.0%+3.3%0.698%
8/18/2023SFI Advisors LLC38,774$258K0.2%+171.6%0.166%
8/11/2023Founders Financial Securities LLC40,930$272K0.0%-11.1%0.175%
8/11/2023Almitas Capital LLC324,886$2.21M0.9%+60.0%1.390%
8/11/2023Landscape Capital Management L.L.C.24,336$162K0.0%+48.4%0.104%
8/11/2023Guggenheim Capital LLC343,220$2.28M0.0%+4.5%1.468%
8/10/2023Cetera Advisor Networks LLC61,612$410K0.0%+5.7%0.264%
8/10/2023Sit Investment Associates Inc.375,263$2.50M0.1%+17.7%1.605%
8/7/2023Wolverine Asset Management LLC261,430$1.74M0.0%+21.0%1.118%
7/31/2023LPL Financial LLC85,047$566K0.0%+11.2%0.364%
7/25/2023Raymond James Financial Services Advisors Inc.387,640$2.58M0.0%+1.3%1.658%
7/12/2023 Herbst Group LLC15,349$102K0.1%-24.6%0.066%
7/11/2023 Capital Investment Advisors LLC158,014$1.05M0.0%+6.9%0.676%
5/11/2023Guggenheim Capital LLC328,365$2.24M0.0%+10.9%1.404%
5/10/2023Landscape Capital Management L.L.C.16,401$112K0.0%+56.3%0.070%
5/8/2023Wolverine Asset Management LLC216,033$1.47M0.0%+147.5%0.924%
5/4/2023Founders Financial Securities LLC46,020$313K0.0%-8.3%0.197%
5/1/2023Virtu Financial LLC15,507$106K0.0%N/A0.066%
5/1/2023Sheaff Brock Investment Advisors LLC11,031$75K0.0%-15.3%0.047%
5/1/2023 Herbst Group LLC20,349$139K0.1%+67.5%0.087%
4/27/2023Matisse Capital38,684$263K0.2%+26.8%0.165%
4/24/2023Ahrens Investment Partners LLC12,164$83K0.0%-66.5%0.052%
4/20/2023Hennion & Walsh Asset Management Inc.263,496$1.79M0.1%-12.2%1.127%
4/14/2023Raymond James Financial Services Advisors Inc.382,777$2.61M0.0%+2,029.1%1.637%
4/14/2023Raymond James & Associates21,665$148K0.0%-10.1%0.093%
4/11/2023 RVW Wealth LLC32,900$224K0.0%N/A0.141%
4/10/2023 Capital Investment Advisors LLC147,845$1.01M0.0%+2.7%0.632%
2/10/2023CoreCap Advisors LLC4,044$27K0.0%N/A0.017%
2/10/2023Sit Investment Associates Inc.297,098$1.96M0.1%-42.7%1.271%
2/9/2023Landscape Capital Management L.L.C.10,494$69K0.0%-27.5%0.045%
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2/9/2023Ahrens Investment Partners LLC36,277$239K0.1%-12.3%0.155%
2/8/2023Founders Financial Securities LLC50,210$331K0.1%-25.3%0.215%
2/8/2023Thrivent Financial for Lutherans130,022$858K0.0%-4.4%0.556%
2/7/2023Commonwealth Equity Services LLC66,375$438K0.0%-18.9%0.284%
2/1/2023Wolverine Asset Management LLC87,270$576K0.0%-3.5%0.373%
1/25/2023 Camelot Portfolios LLC16,925$112K0.1%+42.0%0.072%
1/12/2023Hennion & Walsh Asset Management Inc.300,257$1.98M0.1%-9.5%1.285%
1/5/2023 Capital Investment Advisors LLC143,979$950K0.0%+5.1%0.616%
11/16/2022Saba Capital Management L.P.68,911$449K0.0%-5.6%0.295%
11/15/2022Logan Stone Capital LLC40,379$263K0.2%-23.5%0.173%
(Data available from 1/1/2016 forward)

HYB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HYB shares?

During the previous two years, 43 institutional investors and hedge funds held shares of New America High Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($22.54M), Saba Capital Management L.P. ($8.69M), Wells Fargo & Company MN ($5.01M), Bulldog Investors LLP ($4.56M), Almitas Capital LLC ($4.45M), Guggenheim Capital LLC ($3.23M), and Raymond James Financial Services Advisors Inc. ($2.94M).Learn more on New America High Income Fund's institutional investors.

Which institutional investors have been buying New America High Income Fund's stock?

Of the 36 institutional investors that purchased New America High Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($670.13K), Bulldog Investors LLP ($603.21K), Rivernorth Capital Management LLC ($342.56K), Icon Advisers Inc. Co. ($195.26K), 1607 Capital Partners LLC ($151.76K), Sit Investment Associates Inc. ($133.83K), and Raymond James Financial Inc. ($130.00K).

How much institutional buying is happening at New America High Income Fund?

Institutional investors have bought a total of 1,794,685 shares in the last 24 months. This purchase volume represents approximately $14.70M in transactions.

Which of New America High Income Fund's major shareholders have been selling company stock?

Of the 9 institutional investors that sold New America High Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Logan Stone Capital LLC ($79.15K), Capital Investment Advisors LLC ($40.70K), Wells Fargo & Company MN ($37.48K), Thrivent Financial for Lutherans ($27.57K), LPL Financial LLC ($7.16K), Founders Financial Securities LLC ($6.73K), and Almitas Capital LLC ($6.63K).

How much institutional selling is happening at New America High Income Fund?

Institutional investors have sold a total of 209,583 shares in the last 24 months. This volume of shares sold represents approximately $1.63M in transactions.



This page (NYSE:HYB) was last updated on 7/22/2025 by MarketBeat.com Staff
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