S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Critical asset just had biggest fall on record (Ad)
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
South Korea takes steps to suspend licenses of striking doctors after they refuse to end walkouts
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Critical asset just had biggest fall on record (Ad)
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
South Korea takes steps to suspend licenses of striking doctors after they refuse to end walkouts
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Critical asset just had biggest fall on record (Ad)
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
South Korea takes steps to suspend licenses of striking doctors after they refuse to end walkouts
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Critical asset just had biggest fall on record (Ad)
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
South Korea takes steps to suspend licenses of striking doctors after they refuse to end walkouts

The New America High Income Fund (HYB) Institutional Ownership

$7.29
+0.02 (+0.28%)
(As of 03/1/2024 08:52 PM ET)

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

Current
Institutional Ownership
Percentage
27.03%
Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$15.05 M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$4.52 M
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Skip Chart & View Institutional Buying and Selling Data

HYB Institutional Buying and Selling by Quarter


The New America High Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/15/2024Bulldog Investors LLP91,191$0.64M0.2%+98.4%0.000%
2/14/2024Royal Bank of Canada21,398$0.15M0.0%-21.9%0.000%
2/14/2024Pathstone Holdings LLC165,407$1.16M0.0%N/A0.000%
2/13/2024Cetera Advisor Networks LLC75,733$0.53M0.0%+13.4%0.000%
2/13/20241607 Capital Partners LLC150,406$1.06M0.1%+33.5%0.000%
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%
1/23/2024Camelot Portfolios LLC16,349$0.12M0.1%+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$0.13M0.0%-19.5%0.077%
1/11/2024Brookstone Capital Management25,959$0.18M0.0%N/A0.111%
11/21/2023Almitas Capital LLC266,198$1.73M0.8%-18.1%1.139%
11/15/20231607 Capital Partners LLC112,631$0.73M0.1%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%
11/13/2023Invesco Ltd.201,720$1.31M0.0%-40.3%0.863%
11/13/2023Wolverine Asset Management LLC119,256$0.77M0.0%-54.4%0.510%
11/9/2023UBS Group AG14,269$92K0.0%-15.7%0.061%
11/8/2023HighTower Advisors LLC21,006$0.14M0.0%-39.9%0.090%
11/8/2023Landscape Capital Management L.L.C.18,710$0.12M0.0%-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$0.74M0.0%-31.1%0.491%
10/26/2023Advisor Partners II LLC49,427$0.32M0.0%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$0.15M0.0%-40.0%0.100%
10/20/2023Camelot Portfolios LLC14,349$93K0.1%-12.2%0.061%
10/17/2023Founders Financial Securities LLC20,870$0.14M0.0%-49.0%0.089%
10/16/2023Capital Investment Advisors LLC163,226$1.06M0.0%+3.3%0.698%
8/18/2023SFI Advisors LLC38,774$0.26M0.2%+171.6%0.166%
8/15/2023Wells Fargo & Company MN1,154,611$7.68M0.0%-4.2%4.938%
8/15/2023Woodline Partners LP30,100$0.20M0.0%-57.7%0.129%
8/15/2023Rivernorth Capital Management LLC75,593$0.50M0.0%+42.6%0.323%
8/15/2023Stifel Financial Corp19,408$0.13M0.0%+9.3%0.083%
8/11/2023Founders Financial Securities LLC40,930$0.27M0.0%-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$0.16M0.0%+48.4%0.104%
8/11/2023Guggenheim Capital LLC343,220$2.28M0.0%+4.5%1.468%
8/10/2023Commonwealth Equity Services LLC39,062$0.26M0.0%-27.9%0.167%
8/10/2023Cetera Advisor Networks LLC61,612$0.41M0.0%+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$0.57M0.0%+11.2%0.364%
7/25/2023Raymond James Financial Services Advisors Inc.387,640$2.58M0.0%+1.3%1.658%
7/12/2023Herbst Group LLC15,349$0.10M0.1%-24.6%0.066%
7/11/2023Capital Investment Advisors LLC158,014$1.05M0.0%+6.9%0.676%
5/16/2023Susquehanna International Group LLP40,943$0.28M0.0%N/A0.175%
5/12/2023UBS Group AG18,573$0.13M0.0%+33.3%0.079%
5/12/2023HighTower Advisors LLC29,161$0.19M0.0%N/A0.125%
5/11/2023Commonwealth Equity Services LLC54,147$0.37M0.0%-18.4%0.232%
5/11/2023Guggenheim Capital LLC328,365$2.24M0.0%+10.9%1.404%
5/10/2023Landscape Capital Management L.L.C.16,401$0.11M0.0%+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$0.31M0.0%-8.3%0.197%
5/1/2023Virtu Financial LLC15,507$0.11M0.0%N/A0.066%
5/1/2023Sheaff Brock Investment Advisors LLC11,031$75K0.0%-15.3%0.047%
5/1/2023Herbst Group LLC20,349$0.14M0.1%+67.5%0.087%
4/27/2023Matisse Capital38,684$0.26M0.2%+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$0.15M0.0%-10.1%0.093%
4/11/2023RVW Wealth LLC32,900$0.22M0.0%N/A0.141%
4/10/2023Capital Investment Advisors LLC147,845$1.01M0.0%+2.7%0.632%
2/15/2023Steward Partners Investment Advisory LLC17,296$0.11M0.0%N/A0.074%
2/15/2023Logan Stone Capital LLC122,569$0.81M0.3%+203.5%0.524%
2/15/2023Money Concepts Capital Corp7,891$52K0.0%N/A0.034%
2/15/2023Morgan Stanley81,265$0.54M0.0%-7.2%0.348%
2/14/2023Cetera Advisor Networks LLC60,883$0.40M0.0%-42.3%0.260%
2/13/2023Wells Fargo & Company MN1,195,841$7.89M0.0%-2.4%5.115%
2/10/2023Bank of America Corp DE20,565$0.14M0.0%-27.9%0.088%
2/10/2023CoreCap Advisors LLC4,044$27K0.0%N/A0.017%
2/10/2023Advisor Group Holdings Inc.33,050$0.22M0.0%-13.0%0.141%
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%
2/9/2023Ahrens Investment Partners LLC36,277$0.24M0.1%-12.3%0.155%
2/8/2023Raymond James Financial Services Advisors Inc.17,978$0.12M0.0%+28.6%0.077%
2/8/2023UBS Group AG13,935$92K0.0%-9.8%0.060%
2/8/2023Founders Financial Securities LLC50,210$0.33M0.1%-25.3%0.215%
2/8/2023Thrivent Financial for Lutherans130,022$0.86M0.0%-4.4%0.556%
2/7/2023Commonwealth Equity Services LLC66,375$0.44M0.0%-18.9%0.284%
2/7/2023LPL Financial LLC48,565$0.32M0.0%+5.5%0.208%
2/1/2023Wolverine Asset Management LLC87,270$0.58M0.0%-3.5%0.373%
1/25/2023Camelot Portfolios LLC16,925$0.11M0.1%+42.0%0.072%
1/12/2023Hennion & Walsh Asset Management Inc.300,257$1.98M0.1%-9.5%1.285%
1/5/2023Capital Investment Advisors LLC143,979$0.95M0.0%+5.1%0.616%
11/16/2022Saba Capital Management L.P.68,911$0.45M0.0%-5.6%0.295%
11/15/2022Logan Stone Capital LLC40,379$0.26M0.2%-23.5%0.173%
11/15/2022Commonwealth Equity Services LLC81,851$0.53M0.0%-5.1%0.350%
11/14/2022Royal Bank of Canada21,982$0.14M0.0%+7.6%0.094%
11/14/2022Guggenheim Capital LLC271,070$1.77M0.0%+8.2%1.160%
11/14/2022Hennion & Walsh Asset Management Inc.331,924$2.16M0.1%-1.0%1.420%
11/10/2022Envestnet Asset Management Inc.10,170$66K0.0%N/A0.044%
11/10/2022Wolverine Asset Management LLC90,460$0.59M0.0%-56.7%0.387%
11/10/2022UBS Group AG15,457$100K0.0%+58.7%0.066%
11/8/2022Matisse Capital30,516$0.20M0.3%+63.2%0.131%
11/8/2022Ahrens Investment Partners LLC41,369$0.27M0.1%N/A0.177%
11/3/2022Sheaff Brock Investment Advisors LLC20,045$0.13M0.0%+37.9%0.086%
11/2/2022Landscape Capital Management L.L.C.14,484$94K0.0%+13.6%0.062%
10/31/2022Camelot Portfolios LLC11,917$78K0.1%-15.2%0.051%
(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, 61 institutional investors and hedge funds held shares of The New America High Income Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($8.69M), Wells Fargo & Company MN ($7.68M), Cohen & Steers Inc. ($3.44M), Raymond James Financial Services Advisors Inc. ($2.94M), Sit Investment Associates Inc. ($2.50M), Guggenheim Capital LLC ($2.28M), and Almitas Capital LLC ($1.73M).Learn more on HYB's institutional investors.

What percentage of The New America High Income Fund stock is owned by institutional investors?

27.03% of The New America High Income Fund stock is owned by institutional investors. Learn more on HYB's institutional investor holdings.

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

Of the 49 institutional investors that purchased The New America High Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($0.74M), Raymond James Financial Services Advisors Inc. ($0.41M), Wolverine Asset Management LLC ($0.38M), Pathstone Holdings LLC ($0.17M), Sit Investment Associates Inc. ($0.16M), 1607 Capital Partners LLC ($0.15M), and Almitas Capital LLC ($0.12M).

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

Institutional investors have bought a total of 3,346,292 shares in the last 24 months. This purchase volume represents approximately $23.17M in transactions.

Which The New America High Income Fund major shareholders have been selling company stock?

Of the 35 institutional investors that sold The New America High Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wolverine Asset Management LLC ($0.26M), Sit Investment Associates Inc. ($0.24M), Invesco Ltd. ($0.14M), Wells Fargo & Company MN ($0.14M), Hennion & Walsh Asset Management Inc. ($0.12M), Commonwealth Equity Services LLC ($62.85K), and Founders Financial Securities LLC ($62.44K).

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

Institutional investors have sold a total of 1,479,084 shares in the last 24 months. This volume of shares sold represents approximately $9.93M in transactions.


This page (NYSE:HYB) was last updated on 3/4/2024 by MarketBeat.com Staff