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Funds Holding HYI

On this page, we present all of the funds holding HYI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HYI, with a link to that fund's top holdings. The next columns indicate the amount of HYI stock held by each of the funds holding HYI, followed by the HYI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 58 funds holding HYI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Punch & Associates Investment Management Inc.. For more details on the positions held by Punch & Associates Investment Management Inc. (or by any of the other funds holding HYI), click the fund name in the "Holder" column of the funds-holding-HYI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Punch & Associates Investment Management Inc. $11,005,473 12/31/2023
     Call909,386$10,994,479 12/31/2023
     HYI909,386$10,994 12/31/2023
Sit Investment Associates Inc.1,781,675$21,540 12/31/2023
     HYI1,781,675$21,540 12/31/2023
Bramshill Investments LLC943,669$11,409 12/31/2023
     HYI943,669$11,409 12/31/2023
Raymond James Financial Services Advisors Inc.496,782$6,006 12/31/2023
     HYI496,782$6,006 12/31/2023
Morgan Stanley409,159$4,947 12/31/2023
     HYI409,159$4,947 12/31/2023
Guggenheim Capital LLC358,764$4,337 12/31/2023
     HYI358,764$4,337 12/31/2023
Uncommon Cents Investing LLC304,855$3,646 03/31/2024
     HYI304,855$3,646 03/31/2024
Wells Fargo & Company MN298,282$3,606 12/31/2023
     HYI298,282$3,606 12/31/2023
City of London Investment Management Co. Ltd.227,736$2,753 12/31/2023
     HYI227,736$2,753 12/31/2023
Private Management Group Inc.142,310$1,721 12/31/2023
     HYI142,310$1,721 12/31/2023
Cohen & Steers Inc.138,478$1,674 12/31/2023
     HYI138,478$1,674 12/31/2023
Capital Investment Advisors LLC138,201$1,653 03/31/2024
     HYI138,201$1,653 03/31/2024
1607 Capital Partners LLC135,571$1,639 12/31/2023
     HYI135,571$1,639 12/31/2023
Hara Capital LLC121,485$1,469 12/31/2023
     HYI121,485$1,469 12/31/2023
Raymond James & Associates117,468$1,420 12/31/2023
     HYI117,468$1,420 12/31/2023
TFB Advisors LLC93,707$1,133 12/31/2023
     HYI93,707$1,133 12/31/2023
Camelot Portfolios LLC92,036$1,113 12/31/2023
     HYI92,036$1,113 12/31/2023
E&G Advisors LP87,252$1,044 03/31/2024
     HYI87,252$1,044 03/31/2024
Shaker Financial Services LLC81,934$991 12/31/2023
     HYI81,934$991 12/31/2023
Steward Partners Investment Advisory LLC66,894$809 12/31/2023
     HYI66,894$809 12/31/2023
Bank of America Corp DE64,034$774 12/31/2023
     HYI64,034$774 12/31/2023
Stifel Financial Corp61,312$741 12/31/2023
     HYI61,312$741 12/31/2023
Advisor Group Holdings Inc.54,559$660 12/31/2023
     HYI54,559$660 12/31/2023
Relative Value Partners Group LLC53,862$651 12/31/2023
     HYI53,862$651 12/31/2023
UBS Group AG39,394$476 12/31/2023
     HYI39,394$476 12/31/2023
Consolidated Portfolio Review Corp37,593$454 12/31/2023
     HYI37,593$454 12/31/2023
Gilman Hill Asset Management LLC33,175$397 03/31/2024
     HYI33,175$397 03/31/2024
Landscape Capital Management L.L.C.31,534$381 12/31/2023
     HYI31,534$381 12/31/2023
LPL Financial LLC30,744$372 12/31/2023
     HYI30,744$372 12/31/2023
SFI Advisors LLC24,535$297 12/31/2023
     HYI24,535$297 12/31/2023
Prevail Innovative Wealth Advisors LLC19,316$234 12/31/2023
     HYI19,316$234 12/31/2023
RVW Wealth LLC19,500$233 03/31/2024
     HYI19,500$233 03/31/2024
Sonora Investment Management Group LLC18,390$222 12/31/2023
     HYI18,390$222 12/31/2023
Concurrent Investment Advisors LLC17,426$211 12/31/2023
     HYI17,426$211 12/31/2023
Stonebrook Private Inc.12,759$154 12/31/2023
     HYI12,759$154 12/31/2023
GeoWealth Management LLC12,302$149 12/31/2023
     HYI12,302$149 12/31/2023
Catalytic Wealth RIA LLC12,302$149 12/31/2023
     HYI12,302$149 12/31/2023
Commonwealth Equity Services LLC12,140$147 12/31/2023
     HYI12,140$147 12/31/2023
Evergreen Capital Management LLC11,375$138 12/31/2023
     HYI11,375$138 12/31/2023
International Assets Investment Management LLC11,553$137 03/31/2024
     HYI11,553$137 03/31/2024
Sheaff Brock Investment Advisors LLC11,000$133 12/31/2023
     HYI11,000$133 12/31/2023
Cetera Advisor Networks LLC10,862$131 12/31/2023
     HYI10,862$131 12/31/2023
Janney Montgomery Scott LLC10,320$125 12/31/2023
     HYI10,320$125 12/31/2023
Future Financial Wealth Managment LLC6,900$83 03/31/2024
     HYI6,900$83 03/31/2024
Comerica Bank6,055$73 12/31/2023
     HYI6,055$73 12/31/2023
Royal Bank of Canada5,698$69 12/31/2023
     HYI5,698$69 12/31/2023
Coppell Advisory Solutions LLC3,337$40 12/31/2023
     HYI3,337$40 12/31/2023
Rockbridge Investment Management LCC3,040$37 12/31/2023
     HYI3,040$37 12/31/2023
Private Trust Co. NA2,559$31 12/31/2023
     HYI2,559$31 12/31/2023
Northwestern Mutual Wealth Management Co.2,043$25 12/31/2023
     HYI2,043$25 12/31/2023
SJS Investment Consulting Inc.1,530$18 03/31/2024
     HYI1,530$18 03/31/2024
Harbour Investments Inc.1,194$14 12/31/2023
     HYI1,194$14 12/31/2023
GPS Wealth Strategies Group LLC1,116$13 12/31/2023
     HYI1,116$13 12/31/2023
The PNC Financial Services Group Inc.500$6 12/31/2023
     HYI500$6 12/31/2023
GWM Advisors LLC454$5 12/31/2023
     HYI454$5 12/31/2023
CWM LLC159$2 03/31/2024
     HYI159$2 03/31/2024
Gradient Investments LLC193$2 12/31/2023
     HYI193$2 12/31/2023
Focused Wealth Management Inc100$1 12/31/2023
     HYI100$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     HYI0$0 12/31/2023

See Summary: Institutional Holders of HYI
See Details: Top 10 Hedge Funds Holding HYI
Also See: HYI Insider Buying
Also See: HYI Holdings Changes

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