HFRO

Highland Opportunities and Income Fund

101 hedge funds and large institutions have $1.17B invested in Highland Opportunities and Income Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
37
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AIP
76
Ahrens Investment Partners
Louisiana
$126K 12,200
Bank of America
77
Bank of America
North Carolina
$110K 10,652 +1,121 +12%
Koshinski Asset Management
78
Koshinski Asset Management
Illinois
$110K 10,647 +149 +1%
SWM
79
Spire Wealth Management
Virginia
$98K 9,490 +8,732 +1,152%
US Bancorp
80
US Bancorp
Minnesota
$85.7K 8,319
ASN
81
Advisory Services Network
Georgia
$41.8K 4,060 +4,060 New
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$28.5K 2,764
CFD
83
Creative Financial Designs
Indiana
$24.3K 2,363
CA
84
CoreCap Advisors
Michigan
$19.6K 1,907 +1,907 New
BAM
85
Byrne Asset Management
New Jersey
$18.5K 1,800
Bessemer Group
86
Bessemer Group
New Jersey
$17K 1,634 +306 +23%
PGAM
87
Princeton Global Asset Management
New Jersey
$12K 1,125
IA
88
IFP Advisors
Florida
$10K 654 -1,079 -62%
RCM
89
Raleigh Capital Management
North Carolina
$8.76K 850 +850 New
FWA
90
Freedom Wealth Alliance
Wisconsin
$7.39K 717 +717 New
JFA
91
JNBA Financial Advisors
Minnesota
$6K 583 +12 +2%
TCM
92
Tradewinds Capital Management
Washington
$5.95K 578
CWP
93
Concord Wealth Partners
Virginia
$5.06K 492 +492 New
AA
94
AlphaMark Advisors
Kentucky
$4K 400
SIS
95
Sound Income Strategies
Florida
$3.94K 382
MCC
96
Money Concepts Capital
Florida
$2.06K 200 +200 New
CMA
97
Cedar Mountain Advisors
Oregon
$845 82
PAG
98
Private Advisor Group
New Jersey
$227 22,022 -585 -3%
CASC
99
Coppell Advisory Solutions Corp
Texas
$82 8 +8 New
CAS
100
Coppell Advisory Solutions
Texas
$82 8 +8 New