HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

93 hedge funds and large institutions have $226M invested in Highland Opportunities and Income Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 15 closing their positions.

Holders
93
Holders Change
-7
Holders Change %
-7%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
42
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$3.15M
2
LCM
2
Landscape Capital Management
New Jersey
$2.36M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.1M
4
MC
4
Matisse Capital
Oregon
$1.31M
5
Truist Financial
5
Truist Financial
North Carolina
$1.72M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$9.1M
2
ARC
2
Advisor Resource Council
Texas
$0
3
PCM
3
Penserra Capital Management
California
$6.65M
4
CP
4
Camelot Portfolios
Ohio
$4.36M
5
ASFA
5
All Season Financial Advisors
Colorado
$445K
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
76
Moors & Cabot
Massachusetts
$114K -$137K -14,100 -55%
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$102K +$102K +10,498 New
Bank of America
78
Bank of America
North Carolina
$93K +$9.08K +931 +11%
US Bancorp
79
US Bancorp
Minnesota
$81K – – –
APA
80
American Portfolios Advisors
New York
$29.5K +$262 +27 +0.9%
IA
81
IFP Advisors
Florida
$27K +$312 +20 +1%
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$27K +$27K +2,764 New
CFD
83
Creative Financial Designs
Indiana
$23K – – –
BAM
84
Byrne Asset Management
New Jersey
$17K – – –
Bessemer Group
85
Bessemer Group
New Jersey
$13K -$2.41K -246 -16%
PGAM
86
Princeton Global Asset Management
New Jersey
$11K – – –
SWM
87
Spire Wealth Management
Virginia
$7K -$115K -12,500 -94%
TCM
88
Tradewinds Capital Management
Washington
$6K – – –
JFA
89
JNBA Financial Advisors
Minnesota
$6K +$126 +12 +2%
SIS
90
Sound Income Strategies
Florida
$4K – – –
AA
91
AlphaMark Advisors
Kentucky
$4K – – –
CMA
92
Cedar Mountain Advisors
Oregon
$1K – – –
ARC
93
Advisor Resource Council
Texas
– -$2.48M -219,954 Closed
AL
94
Arnhold LLC
New York
– -$1.08M -95,600 Closed
SPC
95
Sigma Planning Corp
Michigan
– -$518K -46,000 Closed
BCM
96
Bluefin Capital Management
New York
– -$283K -25,675 Closed
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
– -$153K -13,570 Closed
GIA
98
Gladstone Institutional Advisory
Florida
– -$143K -12,676 Closed
WQ
99
Wealth Quarterback
New Jersey
– -$127K -11,258 Closed
CFGS
100
Concourse Financial Group Securities
Alabama
– -$61K -5,431 Closed
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4
5