HFRO

Highland Opportunities and Income Fund

97 hedge funds and large institutions have $244M invested in Highland Opportunities and Income Fund in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-6
Holders Change %
-5.83%
% of All Funds
1.96%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
11
Increased
40
Reduced
26
Closed
17
Calls
Puts
$140K
Net Calls
-$140K
Net Calls Change
-$140K
Name Holding Trade Value Shares
Change
Shares
Change %
FAAS
51
First Allied Advisory Services
California
$333K +$129K +15,029 +63%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$306K -$148K -17,205 -33%
AAM
53
Advisors Asset Management
Colorado
$262K +$2.42K +282 +0.9%
PWAP
54
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$251K
SI
55
Stephens Inc
Arkansas
$219K -$15.8K -1,832 -7%
KAS
56
Kestra Advisory Services
Texas
$213K +$213K +24,804 New
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$179K +$31.3K +3,650 +21%
WC
58
Winmill & Co
New York
$166K
CAN
59
Claraphi Advisory Network
United States
$145K -$12.7K -1,477 -8%
Stifel Financial
60
Stifel Financial
Missouri
$143K
PAG
61
Private Advisor Group
New Jersey
$142K +$19.3K +2,253 +16%
AIP
62
Ahrens Investment Partners
Louisiana
$131K +$131K +15,200 New
WT
63
Washington Trust
Rhode Island
$130K +$130K +15,150 New
MA
64
Mutual Advisors
Nebraska
$125K -$405 -47 -0.3%
UBS Group
65
UBS Group
Switzerland
$124K +$41.7K +4,842 +51%
JWCA
66
J.W. Cole Advisors
Florida
$122K +$122K +14,258 New
Jane Street
67
Jane Street
New York
$103K +$103K +11,964 New
MML Investors Services
68
MML Investors Services
Massachusetts
$95K -$14.3K -1,660 -13%
GI
69
Gradient Investments
Minnesota
$94K
CBFP
70
Cedar Brook Financial Partners
Ohio
$94K +$785 +91 +0.8%
QOP
71
Quinn Opportunity Partners
Virginia
$86K
BFA
72
Beacon Financial Advisory
Ohio
$86K +$86K +10,115 New
US Bancorp
73
US Bancorp
Minnesota
$71K
Deutsche Bank
74
Deutsche Bank
Germany
$57K +$11.1K +1,299 +24%
CFGS
75
Concourse Financial Group Securities
Alabama
$50K +$44K +5,166 +735%