HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

110 hedge funds and large institutions have $208M invested in Highland Opportunities and Income Fund in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 9 closing their positions.

Holders
110
Holders Change
+12
Holders Change %
+12.24%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
27
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Icon Advisers
Colorado
$2.72M
2
YCM
2
Yakira Capital Management
Connecticut
$1.06M
3
AIA
3
Absolute Investment Advisers
Florida
$879K
4
GWM
4
Geneos Wealth Management
Colorado
$2.7M
5
NA
5
NewEdge Advisors
Louisiana
$644K

Top Sellers

1
LCM
1
Landscape Capital Management
New Jersey
$4.78M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.2M
4
LPL Financial
4
LPL Financial
California
$3.84M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
26
Park Avenue Securities
New York
$1.04M +$61K +11,750 +6%
AUIM
27
Aegon USA Investment Management
Iowa
$1.02M +$174K +33,494 +21%
BI
28
Bulldog Investors
New Jersey
$881K -$947K -182,460 -52%
AIA
29
Absolute Investment Advisers
Florida
$879K +$879K +169,300 New
AC
30
Aristides Capital
Kentucky
$783K +$84.5K +16,290 +12%
PCMF
31
Private Capital Management (Florida)
Florida
$732K +$421K +81,100 +135%
NA
32
NewEdge Advisors
Louisiana
$644K +$582K +112,141 +942%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$593K +$60.2K +11,601 +11%
ACM
34
Arlington Capital Management
Illinois
$499K +$68.4K +13,188 +16%
AWA
35
Arete Wealth Advisors
Illinois
$472K -$7.67K -1,442 -2%
Jane Street
36
Jane Street
New York
$431K +$352K +67,861 +444%
UBS Group
37
UBS Group
Switzerland
$404K +$242K +46,548 +149%
SIC
38
Samalin Investment Counsel
New York
$382K -$86.9K -16,746 -19%
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$379K +$351K +67,583 +1,253%
QL
40
Quarry LP
New York
$342K +$342K +65,900 New
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$311K +$26.8K +5,156 +9%
AWM
42
Ariadne Wealth Management
California
$304K +$70 +12 +0%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$297K -$116K -22,362 -28%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$297K -$4.6K -887 -2%
CAM
45
Concorde Asset Management
Michigan
$295K -$7.79K -1,500 -3%
AWS
46
Atria Wealth Solutions
New York
$286K +$14.4K +2,772 +5%
Calamos Advisors
47
Calamos Advisors
Illinois
$279K +$53.6K +10,335 +24%
Creative Planning
48
Creative Planning
Kansas
$263K -$5.68K -1,094 -2%
SC
49
Scotia Capital
Ontario, Canada
$256K – – –
ICMP
50
Integrated Capital Management (Pennsylvania)
Pennsylvania
$223K +$15.9K +3,071 +8%
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