HFRO

Highland Opportunities and Income Fund

97 hedge funds and large institutions have $244M invested in Highland Opportunities and Income Fund in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-6
Holders Change %
-5.83%
% of All Funds
1.96%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
11
Increased
40
Reduced
26
Closed
17
Calls
Puts
$140K
Net Calls
-$140K
Net Calls Change
-$140K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
76
Bank of America
North Carolina
$43K -$5.25K -611 -11%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$39K +$38.8K +4,523 +23,805%
BWA
78
BDO Wealth Advisors
Florida
$36K +$28K +3,228 +352%
TRCT
79
Tower Research Capital (TRC)
New York
$27K +$27K +3,096 New
WAM
80
Wolverine Asset Management
Illinois
$26K -$60.3K -7,236 -70%
AF
81
Allworth Financial
California
$26K
CFD
82
Creative Financial Designs
Indiana
$20K
Citigroup
83
Citigroup
New York
$19K +$360 +42 +2%
PAM
84
Panagora Asset Management
Massachusetts
$17K
APA
85
American Portfolios Advisors
New York
$14.7K +$387 +45 +3%
GRP
86
Global Retirement Partners
California
$13K +$343 +41 +3%
NFG
87
Next Financial Group
Texas
$13K +$13K +1,492 New
HPC
88
HM Payson & Co
Maine
$9K
TCM
89
Tradewinds Capital Management
Washington
$5K
FHA
90
Flagship Harbor Advisors
Massachusetts
$3K
SIS
91
Sound Income Strategies
Florida
$3K
RG
92
Retirement Group
California
$3K +$83 +9 +3%
DI
93
Disciplined Investments
Oklahoma
$3K +$3K +310 New
SFS
94
Sowell Financial Services
Arkansas
$1K
CMA
95
Cedar Mountain Advisors
Oregon
$1K
AA
96
AlphaMark Advisors
Kentucky
$1K +$1K +100 New
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$127 -$27 -3,134 -17%
BlackRock
98
BlackRock
New York
-$6.25M -775,934 Closed
Citadel Advisors
99
Citadel Advisors
Florida
-$6.03M -748,666 Closed
AWM
100
AE Wealth Management
Kansas
-$701K -87,048 Closed