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HFRO

Highland Opportunities and Income Fund
HFRO

54 hedge funds and large institutions have $366M invested in Highland Opportunities and Income Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+54
Holders Change %
–
% of All Funds
1.22%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.14%
New
54
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$116M
2
UCFA
United Capital Financial Advisors
Texas
+$40M
3
Wells Fargo
Wells Fargo
California
+$27.9M
4
RJA
Raymond James & Associates
Florida
+$24.2M
5
RCM
Rivernorth Capital Management
Florida
+$19.5M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
26
Clough Capital Partners
Massachusetts
$947K +$939K +61,127 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$904K +$896K +58,351 New
JG
28
Jefferies Group
New York
$888K +$879K +57,272 New
Citadel Advisors
29
Citadel Advisors
Florida
$767K +$760K +49,500 New
SPIA
30
Steward Partners Investment Advisory
New York
$735K +$729K +47,456 New
IA
31
Icon Advisers
Colorado
$612K +$606K +39,499 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$534K +$529K +34,469 New
BTS
33
BB&T Securities
Virginia
$525K +$521K +33,915 New
OC
34
Oppenheimer & Co
New York
$511K +$506K +32,982 New
PWAP
35
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$454K +$449K +29,270 New
HighTower Advisors
36
HighTower Advisors
Illinois
$432K +$428K +27,907 New
VAS
37
VR Advisory Services
Cayman Islands
$425K +$421K +27,441 New
CWS
38
Cypress Wealth Services
California
$381K +$378K +24,589 New
LCG
39
Luxor Capital Group
New York
$291K +$289K +18,806 New
CCA
40
Cruiser Capital Advisors
Connecticut
$252K +$250K +16,278 New
Stifel Financial
41
Stifel Financial
Missouri
$210K +$209K +13,613 New
DAM
42
Deltec Asset Management
New York
$202K +$200K +13,000 New
Ameriprise
43
Ameriprise
Minnesota
$187K +$185K +12,046 New
MML Investors Services
44
MML Investors Services
Massachusetts
$159K +$157K +10,229 New
UBS Group
45
UBS Group
Switzerland
$99K +$98.4K +6,407 New
Bank of America
46
Bank of America
North Carolina
$70K +$69.4K +4,520 New
US Bancorp
47
US Bancorp
Minnesota
$52K +$51.1K +3,331 New
AF
48
Allworth Financial
California
$47K – – –
CA
49
Calton & Associates
Florida
$43K +$42.5K +2,770 New
MSA
50
Marino Stram & Associates
Massachusetts
$22K +$22.1K +1,441 New
1
2
3

HFRO Hedge Fund Activity: Q4 2017 in Review

54 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Highland Opportunities and Income Fund (HFRO) for Q4 2017, worth a combined $366M.

Buyers outnumbered sellers: 54 funds opened new HFRO positions and 0 closed out — a net gain of 54 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $116M.

  • 54 institutional investors held Highland Opportunities and Income Fund (HFRO) as of Q4 2017, up from 0 in Q3 2017.
  • Funds reported $366M of Highland Opportunities and Income Fund stock for Q4 2017.
  • 54 funds opened new Highland Opportunities and Income Fund positions in Q4 2017 and 0 closed out, a net change of +54 holders.
  • The largest Highland Opportunities and Income Fund buyer in Q4 2017 was Morgan Stanley, an estimated $116M added.

Based on aggregated 13F filings for Q4 2017.