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HFRO

Highland Opportunities and Income Fund
HFRO

102 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, 38 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more capital invested

Capital invested by funds: $227M → $1.17B (+$945M)

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

36% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 28

9% more funds holding

Funds holding: 94 → 102 (+8)

1.81% more ownership

Funds ownership: 34.21% → 36.02% (+1.8%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
102
Holders Change
+8
Holders Change %
+8.51%
% of All Funds
1.64%
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
38
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NAM
Nexpoint Asset Management
Texas
+$4.29M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.57M
3
LI
LVZ Inc
Michigan
+$1.49M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.14M
5
HighTower Advisors
HighTower Advisors
Illinois
+$970K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$4.26M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.69M
3
QC
Quantedge Capital
Singapore
-$2.36M
4
LCM
Landscape Capital Management
New Jersey
-$2.02M
5
RA
RFG Advisory
Alabama
-$630K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
76
Jackson Wealth Management
Florida
$136K +$144K +13,237 New
AIP
77
Ahrens Investment Partners
Louisiana
$126K – – –
Bank of America
78
Bank of America
North Carolina
$110K +$12.2K +1,121 +12%
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$110K +$1.62K +149 +1%
SWM
80
Spire Wealth Management
Virginia
$98K +$95.1K +8,732 +1,152%
US Bancorp
81
US Bancorp
Minnesota
$85.7K – – –
ASN
82
Advisory Services Network
Georgia
$41.8K +$44.2K +4,060 New
BBPWM
83
Blue Bell Private Wealth Management
Pennsylvania
$28.5K – – –
CFD
84
Creative Financial Designs
Indiana
$24.3K – – –
CA
85
CoreCap Advisors
Michigan
$19.6K +$20.8K +1,907 New
BAM
86
Byrne Asset Management
New Jersey
$18.5K – – –
Bessemer Group
87
Bessemer Group
New Jersey
$17K +$3.33K +306 +23%
PGAM
88
Princeton Global Asset Management
New Jersey
$12K – – –
IA
89
IFP Advisors
Florida
$10K -$11.8K -1,079 -62%
RCM
90
Raleigh Capital Management
North Carolina
$8.76K +$9.26K +850 New
FWA
91
Freedom Wealth Alliance
Wisconsin
$7.38K +$7.81K +717 New
JFA
92
JNBA Financial Advisors
Minnesota
$6K +$131 +12 +2%
TCM
93
Tradewinds Capital Management
Washington
$5.95K – – –
CWP
94
Concord Wealth Partners
Virginia
$5.06K +$5.36K +492 New
AA
95
AlphaMark Advisors
Kentucky
$4K – – –
SIS
96
Sound Income Strategies
Florida
$3.94K – – –
MCC
97
Money Concepts Capital
Florida
$2.06K +$2.18K +200 New
CMA
98
Cedar Mountain Advisors
Oregon
$845 – – –
PAG
99
Private Advisor Group
New Jersey
$227 -$6.37K -585 -3%
CAS
100
Coppell Advisory Solutions
Texas
$82 +$87 +8 New
1 2 3
4
5

HFRO Hedge Fund Activity: Q4 2022 in Review

102 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Highland Opportunities and Income Fund (HFRO) for Q4 2022, worth a combined $1.17B — up 417% from $227M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HFRO positions and 8 closed out — a net gain of 10 holders — while 38 added to existing stakes and 28 trimmed.

The largest buyer was Nexpoint Asset Management, adding an estimated $4.29M. The largest seller was Osaic Holdings, cutting an estimated $4.26M.

  • 102 institutional investors held Highland Opportunities and Income Fund (HFRO) as of Q4 2022, up from 94 in Q3 2022.
  • Funds reported $1.17B of Highland Opportunities and Income Fund stock for Q4 2022, up 417% quarter-over-quarter.
  • 18 funds opened new Highland Opportunities and Income Fund positions in Q4 2022 and 8 closed out, a net change of +10 holders.
  • The largest Highland Opportunities and Income Fund buyer in Q4 2022 was Nexpoint Asset Management, an estimated $4.29M added.
  • The largest Highland Opportunities and Income Fund seller in Q4 2022 was Osaic Holdings, an estimated $4.26M sold.

Based on aggregated 13F filings for Q4 2022.