HFRO

Highland Opportunities and Income Fund

103 hedge funds and large institutions have $257M invested in Highland Opportunities and Income Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-8
Holders Change %
-7.21%
% of All Funds
2.12%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
11
Increased
48
Reduced
21
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
76
UBS Group
Switzerland
$77K -$9.95K -1,237 -11%
US Bancorp
77
US Bancorp
Minnesota
$67K
ICA
78
Infrastructure Capital Advisors
New York
$67K +$42.8K +5,320 +177%
Bank of America
79
Bank of America
North Carolina
$45K +$9.36K +1,169 +26%
Deutsche Bank
80
Deutsche Bank
Germany
$43K +$22K +2,752 +105%
OPS
81
Orion Portfolio Solutions
Nebraska
$31K +$30.4K +3,721 +5,028%
AF
82
Allworth Financial
California
$24K
LC
83
Lindbrook Capital
California
$24K +$8K +1,000 +50%
CFD
84
Creative Financial Designs
Indiana
$19K
Citigroup
85
Citigroup
New York
$18K -$15.6K -1,883 -46%
PAM
86
Panagora Asset Management
Massachusetts
$16K
APA
87
American Portfolios Advisors
New York
$13.4K +$378 +47 +3%
GRP
88
Global Retirement Partners
California
$12K +$341 +43 +3%
BBPWM
89
Blue Bell Private Wealth Management
Pennsylvania
$10K
HPC
90
HM Payson & Co
Maine
$8K
BWA
91
BDO Wealth Advisors
Florida
$7K
CFGS
92
Concourse Financial Group Securities
Alabama
$6K -$751 -88 -11%
HI
93
Hudock Inc
Pennsylvania
$6K
TCM
94
Tradewinds Capital Management
Washington
$5K
CTC
95
Central Trust Company
Missouri
$3K
FHA
96
Flagship Harbor Advisors
Massachusetts
$3K
SIS
97
Sound Income Strategies
Florida
$3K
RG
98
Retirement Group
California
$3K +$3K +315 New
BBA
99
Braun-Bostich & Associates
Pennsylvania
$2K +$2K +286 New
SFS
100
Sowell Financial Services
Arkansas
$1K