HFRO

Highland Opportunities and Income Fund

81 hedge funds and large institutions have $416M invested in Highland Opportunities and Income Fund in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
Holders Change %
0%
% of All Funds
1.76%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
12
Increased
27
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BTS
51
BB&T Securities
Virginia
$357K -$110K -7,915 -24%
CCA
52
Cruiser Capital Advisors
Connecticut
$331K
MML Investors Services
53
MML Investors Services
Massachusetts
$319K
PAG
54
Private Advisor Group
New Jersey
$290K +$1.36K +98 +0.5%
Mariner
55
Mariner
Kansas
$279K
Stifel Financial
56
Stifel Financial
Missouri
$269K +$36.2K +2,589 +16%
HighTower Advisors
57
HighTower Advisors
Illinois
$264K +$23.4K +1,686 +10%
CRC
58
Curi RMB Capital
Illinois
$236K -$477K -34,412 -67%
UBS Group
59
UBS Group
Switzerland
$203K +$50.1K +3,609 +33%
Ameriprise
60
Ameriprise
Minnesota
$168K +$168K +12,124 New
RJT
61
Raymond James Trust
Florida
$140K
ASN
62
Advisory Services Network
Georgia
$109K -$1.36M -97,646 -93%
RFC
63
Regions Financial Corp
Alabama
$109K
BAM
64
Belpointe Asset Management
Nevada
$109K +$109K +7,882 New
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$92K +$92K +6,622 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$65K
Bank of America
67
Bank of America
North Carolina
$63K -$17.3K -1,243 -22%
Citigroup
68
Citigroup
New York
$55K +$334 +24 +0.6%
AF
69
Allworth Financial
California
$42K -$39K
IA
70
IFP Advisors
Florida
$41K -$20.3K -1,460 -33%
CF
71
Centaurus Financial
California
$20.3K +$1.65K +23 +9%
MSA
72
Marino Stram & Associates
Massachusetts
$18K +$71 +5 +0.4%
US Bancorp
73
US Bancorp
Minnesota
$14K +$14K +1,000 New
BWA
74
BDO Wealth Advisors
Florida
$13K
NFG
75
Next Financial Group
Texas
$11K +$3.02K +219 +38%