HFRO

Highland Opportunities and Income Fund

101 hedge funds and large institutions have $270M invested in Highland Opportunities and Income Fund in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
22
Increased
29
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
76
Advisory Services Network
Georgia
$154K +$8.51K +775 +6%
SWM
77
Spire Wealth Management
Virginia
$146K -$284K -25,800 -66%
BFA
78
Beacon Financial Advisory
Ohio
$144K -$4.97K -454 -3%
KPWG
79
KFA Private Wealth Group
Virginia
$141K -$191K -17,328 -57%
MML Investors Services
80
MML Investors Services
Massachusetts
$129K +$129K +11,741 New
Bank of America
81
Bank of America
North Carolina
$96K -$271K -24,705 -74%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$95K +$95K +8,645 New
US Bancorp
83
US Bancorp
Minnesota
$91K
CFGS
84
Concourse Financial Group Securities
Alabama
$70K +$1.42K +129 +2%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$34K
APA
86
American Portfolios Advisors
New York
$28.2K +$582 +53 +2%
CFD
87
Creative Financial Designs
Indiana
$26K
BAM
88
Byrne Asset Management
New Jersey
$20K +$20K +1,800 New
Bessemer Group
89
Bessemer Group
New Jersey
$15K +$15K +1,408 New
TWM
90
Tradition Wealth Management
Minnesota
$13K
PGAM
91
Princeton Global Asset Management
New Jersey
$12K +$12K +1,125 New
CWP
92
Concord Wealth Partners
Virginia
$7K +$7K +649 New
TCM
93
Tradewinds Capital Management
Washington
$6K
JFA
94
JNBA Financial Advisors
Minnesota
$6K +$121 +11 +2%
WFS
95
Widmann Financial Services
Maryland
$6K +$6K +606 New
AA
96
AlphaMark Advisors
Kentucky
$4K
SIS
97
Sound Income Strategies
Florida
$4K
CMA
98
Cedar Mountain Advisors
Oregon
$1K
CA
99
CoreCap Advisors
Michigan
$1K +$1K +57 New
MC
100
Matisse Capital
Oregon
-$13.3M -1,233,000 Closed