LYNX CAPITAL GROUP LTD /ADV’s Highland Opportunities and Income Fund HFRO Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’s Portfolio HFRO Stock Details HFRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$340K	Buy	+44,166	New	+$349K	0.25%	73

Other funds holding HFRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

LYNX CAPITAL GROUP LTD /ADV's HFRO Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in Highland Opportunities and Income Fund (HFRO) in Q4 2023: 44,166 shares worth $340K. The stake represents 0.25% of the portfolio and ranks #73 among its holdings.

104 funds tracked by Wall St. Rank hold HFRO as of Q4 2023.

LYNX CAPITAL GROUP LTD /ADV held 44,166 shares of Highland Opportunities and Income Fund worth $340K as of Q4 2023.
Highland Opportunities and Income Fund was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
Highland Opportunities and Income Fund made up 0.25% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #73 holding.
104 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.