HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

97 hedge funds and large institutions have $280M invested in Highland Opportunities and Income Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-4
Holders Change %
-3.96%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
33
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
Nations Financial Group
Iowa
+$4.85M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.56M
3
ASFA
All Season Financial Advisors
Colorado
+$2.25M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2M
5
RJA
Raymond James & Associates
Florida
+$1.58M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$10.7M
2
Wells Fargo
Wells Fargo
California
-$5.23M
3
LCM
Landscape Capital Management
New Jersey
-$2.31M
4
ARC
Advisor Resource Council
Texas
-$1.98M
5
SCM
Segantii Capital Management
Hong Kong
-$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
MBA Advisors
Pennsylvania
$131K +$131K +11,000 New
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$109K -$1.11M -93,303 -91%
Bank of America
78
Bank of America
North Carolina
$105K – – –
US Bancorp
79
US Bancorp
Minnesota
$99K – – –
CFGS
80
Concourse Financial Group Securities
Alabama
$66K -$10.5K -870 -14%
APA
81
American Portfolios Advisors
New York
$35.2K +$4.63K +388 +15%
CFD
82
Creative Financial Designs
Indiana
$28K – – –
IA
83
IFP Advisors
Florida
$27K +$27K +1,713 New
BAM
84
Byrne Asset Management
New Jersey
$21K – – –
PFS
85
Prospera Financial Services
Texas
$19K +$19K +1,618 New
Bessemer Group
86
Bessemer Group
New Jersey
$18K +$1.62K +139 +10%
TWM
87
Tradition Wealth Management
Minnesota
$14K – – –
PGAM
88
Princeton Global Asset Management
New Jersey
$13K – – –
TF
89
Tompkins Financial
New York
$9K +$9K +720 New
TCM
90
Tradewinds Capital Management
Washington
$7K – – –
JFA
91
JNBA Financial Advisors
Minnesota
$7K +$139 +11 +2%
CWP
92
Concord Wealth Partners
Virginia
$6K -$2.43K -187 -29%
AA
93
AlphaMark Advisors
Kentucky
$5K – – –
SIS
94
Sound Income Strategies
Florida
$5K – – –
FCG
95
Financial Connections Group
California
$3K +$3K +333 New
CMA
96
Cedar Mountain Advisors
Oregon
$1K – – –
RCM
97
Rivernorth Capital Management
Florida
– -$10.7M -969,893 Closed
ARC
98
Advisor Resource Council
Texas
– -$1.98M -179,709 Closed
AUIM
99
Aegon USA Investment Management
Iowa
– -$819K -74,565 Closed
Millennium Management
100
Millennium Management
New York
– -$443K -40,289 Closed
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4
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