HFRO

Highland Opportunities and Income Fund

77 hedge funds and large institutions have $388M invested in Highland Opportunities and Income Fund in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
1.68%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
8
Increased
35
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SI
51
Stephens Inc
Arkansas
$373K -$5.54K -400 -1%
CWS
52
Cypress Wealth Services
California
$369K -$365K
BTS
53
BB&T Securities
Virginia
$357K +$941 +68 +0.3%
TW
54
Transform Wealth
Colorado
$333K +$333K +24,093 New
CCA
55
Cruiser Capital Advisors
Connecticut
$327K -$2.77K -200 -0.8%
MML Investors Services
56
MML Investors Services
Massachusetts
$304K -$13.8K -1,000 -4%
CF
57
Centaurus Financial
California
$282K +$278K +20,060 +7,088%
HighTower Advisors
58
HighTower Advisors
Illinois
$263K
PAG
59
Private Advisor Group
New Jersey
$232K -$56.7K -4,100 -20%
YCM
60
Yakira Capital Management
Connecticut
$194K +$194K +14,002 New
RJT
61
Raymond James Trust
Florida
$139K
UBS Group
62
UBS Group
Switzerland
$129K -$72.6K -5,266 -36%
BAM
63
Belpointe Asset Management
Nevada
$109K
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$93K +$1.57K +114 +2%
Bank of America
65
Bank of America
North Carolina
$72K +$9.59K +694 +15%
Citigroup
66
Citigroup
New York
$65K +$10.7K +779 +20%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$64K
LC
68
Lindbrook Capital
California
$53K +$53K +3,830 New
RCM
69
Rivernorth Capital Management
Florida
$44.4K +$1.47K +106,160 +3%
AF
70
Allworth Financial
California
$42K -$42K
CFD
71
Creative Financial Designs
Indiana
$32K +$32K +2,363 New
GRP
72
Global Retirement Partners
California
$19K +$19K +1,388 New
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$16K +1,183 New
BWA
74
BDO Wealth Advisors
Florida
$13K
NFG
75
Next Financial Group
Texas
$11K