LCG
HFRO

Lynx Capital Group’s Highland Opportunities and Income Fund HFRO Stock Holding History

Lynx Capital Group’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
2024
Q3 		– Sell
-39,716
Closed -$248K – 79
2024
Q2 		$248K Sell
39,716
-3,907
-9% -$25.1K 0.17% 75
2024
Q1 		$307K Sell
43,623
-543
-1% -$3.67K 0.21% 74
2023
Q4 		$340K Buy
+44,166
New +$349K 0.25% 73

Other funds holding HFRO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

Lynx Capital Group's HFRO Position: Q3 2024 in Review

Lynx Capital Group sold out of Highland Opportunities and Income Fund (HFRO) in Q3 2024, closing a stake of 39,716 shares — an estimated $248K sold.

Lynx Capital Group first reported a position in HFRO in Q4 2023 and held it in 3 quarters. The position peaked at $340K in Q4 2023. 101 funds tracked by Wall St. Rank hold HFRO as of Q3 2024.

  • Lynx Capital Group reported no remaining Highland Opportunities and Income Fund position as of Q3 2024 after selling out during the quarter.
  • Lynx Capital Group sold 39,716 Highland Opportunities and Income Fund shares in Q3 2024, an estimated $248K.
  • Lynx Capital Group first reported a position in Highland Opportunities and Income Fund in Q4 2023 and held it in 3 quarters.
  • Lynx Capital Group's Highland Opportunities and Income Fund position peaked at $340K in Q4 2023.
  • 101 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q3 2024.

Based on Lynx Capital Group's 13F filing for Q3 2024, filed 10 Aug 2026.