HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

101 hedge funds and large institutions have $1.17B invested in Highland Opportunities and Income Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
37
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$920M
2
NAM
2
Nexpoint Asset Management
Texas
$7.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.08M
4
LI
4
LVZ Inc
Michigan
$1.41M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.28M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.09M
3
QC
3
Quantedge Capital
Singapore
$5.25M
4
LCM
4
Landscape Capital Management
New Jersey
$591K
5
RA
5
RFG Advisory
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$419K 40,702 -1,843 -4%
BRWA
52
B. Riley Wealth Advisors
Florida
$386K 37,431 -266 -0.7%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$382K 37,046 +37,046 New
SI
54
Stephens Inc
Arkansas
$322K 31,297 +12,827 +69%
KAS
55
Kestra Advisory Services
Texas
$318K 30,859 -1,421 -4%
MWM
56
Melfa Wealth Management
Massachusetts
$317K 30,819 +30,819 New
GRP
57
Global Retirement Partners
California
$302K 29,301 -208 -0.7%
AA
58
AQR Arbitrage
Connecticut
$290K 28,178 +16,113 +134%
ISWM
59
Independent Solutions Wealth Management
New York
$284K 27,530 – –
EC
60
Elequin Capital
New York
$273K 26,500 +26,500 New
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$252K 24,449 +11,254 +85%
SC
62
Scotia Capital
Ontario, Canada
$233K 22,643 +900 +4%
CL
63
CSS LLC
Illinois
$227K 22,072 – –
CC
64
Claybrook Capital
Massachusetts
$195K 18,900 +18,900 New
WT
65
Washington Trust
Rhode Island
$187K 18,150 – –
PHS
66
Pekin Hardy Strauss
Illinois
$185K 17,933 -800 -4%
VWA
67
V Wealth Advisors
Kansas
$176K 17,125 -440 -3%
CAM
68
Cresset Asset Management
Illinois
$175K 17,000 – –
RJT
69
Raymond James Trust
Florida
$172K 16,742 +2,648 +19%
ICMP
70
Integrated Capital Management (Pennsylvania)
Pennsylvania
$167K 16,187 -1,042 -6%
KWS
71
Keystone Wealth Services
California
$164K 15,968 +332 +2%
MML Investors Services
72
MML Investors Services
Massachusetts
$158K 15,371 +178 +1%
BFA
73
Beacon Financial Advisory
Ohio
$149K 14,460 +1,141 +9%
CIAS
74
Capital Investment Advisory Services
North Carolina
$142K 13,742 -478 -3%
JWM
75
Jackson Wealth Management
Florida
$136K 13,237 +13,237 New
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3
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