Highland Opportunities and Income Fund
HFRO
81 hedge funds and large institutions have $416M invested in Highland Opportunities and Income Fund in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 12 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 22
10% more capital invested
Capital invested by funds: $377M → $416M (+$39.4M)
0.81% more ownership
Funds ownership: 40.89% → 41.7% (+0.81%)
0% more funds holding
Funds holding: 81 → 81 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$9.31M |
| 2 |
BPCM
Beach Point Capital Management
Santa Monica,
California
|
+$4.65M |
| 3 |
AC
Antara Capital
New York
|
+$2.33M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.79M |
| 5 |
Morgan Stanley
New York
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$8.16M |
| 2 |
M
MRCap
Roslyn,
New York
|
-$5.73M |
| 3 |
ICM
Ionic Capital Management
New York
|
-$3.06M |
| 4 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$1.58M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.33M |
HFRO Hedge Fund Activity: Q1 2019 in Review
81 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Highland Opportunities and Income Fund (HFRO) for Q1 2019, worth a combined $416M — up 10% from $377M a quarter earlier.
Fund positioning in HFRO was balanced in Q1 2019: 12 funds opened new positions, 12 closed out, 27 added to existing stakes and 22 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $9.31M. The largest seller was LPL Financial, cutting an estimated $8.16M.
- 81 institutional investors held Highland Opportunities and Income Fund (HFRO) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $416M of Highland Opportunities and Income Fund stock for Q1 2019, up 10% quarter-over-quarter.
- 12 funds opened new Highland Opportunities and Income Fund positions in Q1 2019 and 12 closed out, a net change of 0 holders.
- The largest Highland Opportunities and Income Fund buyer in Q1 2019 was Invesco, an estimated $9.31M added.
- The largest Highland Opportunities and Income Fund seller in Q1 2019 was LPL Financial, an estimated $8.16M sold.
Based on aggregated 13F filings for Q1 2019.