HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

97 hedge funds and large institutions have $280M invested in Highland Opportunities and Income Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-4
Holders Change %
-3.96%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
33
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
Nations Financial Group
Iowa
+$4.85M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.56M
3
ASFA
All Season Financial Advisors
Colorado
+$2.25M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2M
5
RJA
Raymond James & Associates
Florida
+$1.58M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$10.7M
2
Wells Fargo
Wells Fargo
California
-$5.23M
3
LCM
Landscape Capital Management
New Jersey
-$2.31M
4
ARC
Advisor Resource Council
Texas
-$1.98M
5
SCM
Segantii Capital Management
Hong Kong
-$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGWM
26
Marks Group Wealth Management
Minnesota
$1.38M – – –
PAS
27
Park Avenue Securities
New York
$1.37M +$14K +1,171 +1%
Truist Financial
28
Truist Financial
North Carolina
$1.33M +$168K +14,041 +14%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.26M +$209K +17,511 +20%
H6H
30
Hightower 6M Holding
Kansas
$1.17M +$1.17M +98,351 New
SPIA
31
Steward Partners Investment Advisory
New York
$1.05M -$12.5K -1,043 -1%
AWA
32
Arete Wealth Advisors
Illinois
$1.04M +$14.4K +1,204 +1%
Walleye Capital
33
Walleye Capital
New York
$953K +$325K +27,244 +52%
AL
34
Arnhold LLC
New York
$873K +$7.17K +600 +0.8%
KWM
35
Kingsview Wealth Management
Oregon
$840K +$33.2K +2,778 +4%
LCM
36
Landscape Capital Management
New Jersey
$793K -$2.31M -193,241 -74%
SPC
37
Sigma Planning Corp
Michigan
$770K -$68.3K -5,724 -8%
RGF
38
Retirement Guys Formula
Ohio
$761K -$203K -17,015 -21%
SCM
39
Segantii Capital Management
Hong Kong
$756K -$1.84M -153,958 -71%
WMS
40
Wealth Management Solutions
Pennsylvania
$693K -$146K -12,231 -17%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$683K -$17.7K -1,481 -3%
MA
42
MONECO Advisors
Connecticut
$642K +$6.95K +582 +1%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$639K +$639K +53,513 New
AAS
44
Avantax Advisory Services
Texas
$591K +$279K +23,543 +89%
HighTower Advisors
45
HighTower Advisors
Illinois
$548K -$31.4K -2,621 -5%
KAM
46
Knightsbridge Asset Management
California
$510K +$10.2K +851 +2%
AWS
47
Atria Wealth Solutions
New York
$496K +$496K +41,561 New
CAN
48
Cetera Advisor Networks
California
$492K +$42.7K +3,573 +9%
GRP
49
Global Retirement Partners
California
$351K +$351K +30,384 New
MC
50
Moors & Cabot
Massachusetts
$290K -$17.9K -1,500 -6%
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