HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

110 hedge funds and large institutions have $208M invested in Highland Opportunities and Income Fund in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 9 closing their positions.

Holders
110
Holders Change
+12
Holders Change %
+12.24%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
27
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Icon Advisers
Colorado
$2.72M
2
YCM
2
Yakira Capital Management
Connecticut
$1.06M
3
AIA
3
Absolute Investment Advisers
Florida
$879K
4
GWM
4
Geneos Wealth Management
Colorado
$2.7M
5
NA
5
NewEdge Advisors
Louisiana
$644K

Top Sellers

1
LCM
1
Landscape Capital Management
New Jersey
$4.78M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.2M
4
LPL Financial
4
LPL Financial
California
$3.84M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$215K -$9.34K -1,800 -4%
SA
52
Sanctuary Advisors
Indiana
$206K -$1.71K -300 -0.8%
SCM
53
Sage Capital Management
New Jersey
$198K -$328K -63,196 -62%
MFG
54
MidWestOne Financial Group
Iowa
$190K – – –
Millennium Management
55
Millennium Management
New York
$173K -$323K -62,330 -65%
SA
56
SFI Advisors
New Jersey
$162K -$170K -32,677 -51%
PWAM
57
Papamarkou Wellner Asset Management
New York
$156K +$156K +30,000 New
MWM
58
Melfa Wealth Management
Massachusetts
$151K – – –
BRWA
59
B. Riley Wealth Advisors
Florida
$146K -$1.69K -325 -1%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$142K – – –
PAG
61
Private Advisor Group
New Jersey
$131K +$30.3K +5,841 +30%
KWM
62
Kingsview Wealth Management
Oregon
$128K -$13.7K -2,649 -10%
SFA
63
Sequoia Financial Advisors
Ohio
$124K +$124K +23,981 New
Truist Financial
64
Truist Financial
North Carolina
$122K -$23.4K -4,514 -16%
MWM
65
Maridea Wealth Management
New York
$119K +$119K +22,951 New
KAS
66
Kestra Advisory Services
Texas
$118K -$28.5K -5,485 -19%
CL
67
CSS LLC
Illinois
$115K – – –
KWS
68
Keystone Wealth Services
California
$100K +$2.03K +391 +2%
Bank of America
69
Bank of America
North Carolina
$99.9K +$99.9K +19,245 New
USCWA
70
U.S. Capital Wealth Advisors
Texas
$94.3K +$26K +5,000 +38%
OCPWS
71
One Charles Private Wealth Services
Massachusetts
$89.5K – – –
CW
72
Channel Wealth
California
$88.6K – – –
MML Investors Services
73
MML Investors Services
Massachusetts
$79K +$5.47K +1,055 +7%
Walleye Capital
74
Walleye Capital
New York
$78K +$78K +15,033 New
SI
75
Stephens Inc
Arkansas
$71.9K -$67.2K -12,943 -48%
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