HFRO

Highland Opportunities and Income Fund

101 hedge funds and large institutions have $270M invested in Highland Opportunities and Income Fund in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
22
Increased
29
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$349K +$349K +31,806 New
HIP
52
HUB Investment Partners
Texas
$326K -$9.51K -864 -3%
AAM
53
Advisors Asset Management
Colorado
$300K -$4.7K -428 -2%
AAS
54
Avantax Advisory Services
Texas
$289K +$11.1K +1,011 +4%
MC
55
Moors & Cabot
Massachusetts
$284K +$110K +10,000 +63%
CFIA
56
Cantor Fitzgerald Investment Advisors
New York
$267K
CL
57
CSS LLC
Illinois
$264K -$163K -14,858 -38%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$260K -$152K -13,883 -37%
KAS
59
Kestra Advisory Services
Texas
$255K -$279K -25,403 -52%
ACM
60
Arlington Capital Management
Illinois
$243K +$1.82K +166 +0.8%
NFG
61
Next Financial Group
Texas
$230K +$54.7K +4,980 +31%
ICMP
62
Integrated Capital Management (Pennsylvania)
Pennsylvania
$221K +$16.5K +1,503 +8%
WC
63
Winmill & Co
New York
$212K
PHS
64
Pekin Hardy Strauss
Illinois
$206K -$95.6K -8,691 -32%
VWA
65
V Wealth Advisors
Kansas
$202K +$593 +54 +0.3%
WT
66
Washington Trust
Rhode Island
$199K
KWS
67
Keystone Wealth Services
California
$196K +$196K +17,816 New
SI
68
Stephens Inc
Arkansas
$193K -$28.8K -2,619 -13%
CAM
69
Cresset Asset Management
Illinois
$187K
UBS Group
70
UBS Group
Switzerland
$183K -$57.2K -5,224 -24%
GIA
71
Gladstone Institutional Advisory
Florida
$182K +$182K +16,543 New
Walleye Trading
72
Walleye Trading
New York
$180K +$180K +16,424 New
AIP
73
Ahrens Investment Partners
Louisiana
$178K -$122K -11,100 -41%
CFA
74
Carroll Financial Associates
North Carolina
$164K
MIG
75
Mariner Investment Group
New York
$164K +$164K +14,900 New