Highland Opportunities and Income Fund
HFRO
67 hedge funds and large institutions have $408M invested in Highland Opportunities and Income Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
36.33% more ownership
Funds ownership: 0% → 36.33% (+36%)
21% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 19
8% more funds holding
Funds holding: 62 → 67 (+5)
4% more capital invested
Capital invested by funds: $391M → $408M (+$17.2M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHMP
Bardin Hill Management Partners
New York
|
+$19.4M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$6.99M |
| 3 |
UFM
Ursa Fund Management
Danville,
California
|
+$5.57M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.04M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.65M |
| 2 |
ICM
Ionic Capital Management
New York
|
-$3.62M |
| 3 |
Morgan Stanley
New York
|
-$3.05M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.69M |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.32M |
HFRO Hedge Fund Activity: Q2 2018 in Review
67 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Highland Opportunities and Income Fund (HFRO) for Q2 2018, worth a combined $408M — up 4.4% from $391M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new HFRO positions and 8 closed out — a net gain of 6 holders — while 23 added to existing stakes and 19 trimmed.
The largest buyer was Bardin Hill Management Partners, adding an estimated $19.4M. The largest seller was Wells Fargo, cutting an estimated $4.65M.
- 67 institutional investors held Highland Opportunities and Income Fund (HFRO) as of Q2 2018, up from 62 in Q1 2018.
- Funds reported $408M of Highland Opportunities and Income Fund stock for Q2 2018, up 4.4% quarter-over-quarter.
- 14 funds opened new Highland Opportunities and Income Fund positions in Q2 2018 and 8 closed out, a net change of +6 holders.
- The largest Highland Opportunities and Income Fund buyer in Q2 2018 was Bardin Hill Management Partners, an estimated $19.4M added.
- The largest Highland Opportunities and Income Fund seller in Q2 2018 was Wells Fargo, an estimated $4.65M sold.
Based on aggregated 13F filings for Q2 2018.