HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

101 hedge funds and large institutions have $1.17B invested in Highland Opportunities and Income Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
37
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$920M
2
NAM
2
Nexpoint Asset Management
Texas
$7.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.08M
4
LI
4
LVZ Inc
Michigan
$1.41M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.28M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.09M
3
QC
3
Quantedge Capital
Singapore
$5.25M
4
LCM
4
Landscape Capital Management
New Jersey
$591K
5
RA
5
RFG Advisory
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BF
26
BOK Financial
Oklahoma
$2.13M 206,724 +17,210 +9%
AC
27
Aristides Capital
Kentucky
$1.7M 164,616 – –
UBS Group
28
UBS Group
Switzerland
$1.45M 141,200 +30,945 +28%
LI
29
LVZ Inc
Michigan
$1.41M 136,680 +136,680 New
MC
30
Matisse Capital
Oregon
$1.39M 135,000 – –
MGWM
31
Marks Group Wealth Management
Minnesota
$1.26M 122,252 +5,137 +4%
PAS
32
Park Avenue Securities
New York
$1.16M 112,512 -1,545 -1%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.05M 101,610 -7,048 -6%
PWPS
34
Pinnacle Wealth Planning Services
Ohio
$1.02M 98,552 -1 -0%
KAM
35
Knightsbridge Asset Management
California
$935K 90,814 +1,886 +2%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$929K 90,235 -6,431 -7%
HighTower Advisors
37
HighTower Advisors
Illinois
$921K 89,013 +89,013 New
SPIA
38
Steward Partners Investment Advisory
New York
$852K 82,685 -10,775 -12%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$746K 72,441 -30,021 -29%
KWM
40
Kingsview Wealth Management
Oregon
$737K 71,520 +6,744 +10%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$650K 63,073 +907 +1%
Walleye Capital
42
Walleye Capital
New York
$610K 59,245 -32,891 -36%
LCM
43
Landscape Capital Management
New Jersey
$591K 57,401 -185,280 -76%
CAN
44
Cetera Advisor Networks
California
$574K 55,731 +3,513 +7%
AWS
45
Atria Wealth Solutions
New York
$495K 48,023 +1,179 +3%
MA
46
MONECO Advisors
Connecticut
$493K 47,893 -7,474 -13%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$490K 47,609 -2 -0%
WMS
48
Wealth Management Solutions
Pennsylvania
$487K 47,303 -5,080 -10%
ASFA
49
All Season Financial Advisors
Colorado
$476K 46,261 +528 +1%
ACM
50
Arlington Capital Management
Illinois
$425K 41,231 +41,231 New
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