HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

98 hedge funds and large institutions have $190M invested in Highland Opportunities and Income Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
42
Reduced
23
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
Atlas Wealth
Ohio
$7.01M
2
RJA
Raymond James & Associates
Florida
$20.1M
3
CP
Camelot Portfolios
Ohio
$3.64M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.5M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$6.17M

Top Sellers

1
Amundi
Amundi
France
$0
2
Wells Fargo
Wells Fargo
California
$36.1K
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
$0
4
AA
AQR Arbitrage
Connecticut
$0
5
LPL Financial
LPL Financial
California
$7.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$71.6K +$71.6K +11,625 New
Comerica Bank
77
Comerica Bank
Texas
$58.3K +$6.86K +1,097 +13%
SWM
78
Spire Wealth Management
Virginia
$43.8K -$4.74K -758 -10%
ADL
79
Asset Dedication LLC
California
$37.4K +$37.4K +5,989 New
Wells Fargo
80
Wells Fargo
California
$36.1K -$1.31M -209,663 -97%
Bank of America
81
Bank of America
North Carolina
$32K +$23.2K +3,719 +265%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$32K +$1.67K +274 +6%
BBPWM
83
Blue Bell Private Wealth Management
Pennsylvania
$26.2K +$11.6K +1,850 +79%
TWP
84
Triad Wealth Partners
Kansas
$19.2K +$19.2K +3,077 New
CFD
85
Creative Financial Designs
Indiana
$14.8K – – –
SPIA
86
Steward Partners Investment Advisory
New York
$14.6K -$35.6K -5,700 -71%
Bessemer Group
87
Bessemer Group
New Jersey
$13K +$215 +34 +2%
AA
88
AlphaMark Advisors
Kentucky
$12K +$218 +34 +2%
CA
89
CoreCap Advisors
Michigan
$11.9K – – –
BAM
90
Byrne Asset Management
New Jersey
$11K – – –
IA
91
IFP Advisors
Florida
$6.81K +$119 +19 +2%
NA
92
NewEdge Advisors
Louisiana
$4.74K – – –
SIS
93
Sound Income Strategies
Florida
$2.39K – – –
CSC
94
Caldwell Sutter Capital
California
$1.78K – – –
PS
95
Principal Securities
Iowa
$675 -$12.5K -2,000 -95%
CMA
96
Cedar Mountain Advisors
Oregon
$513 – – –
CAS
97
Coppell Advisory Solutions
Texas
$50 +$50 +8 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$6 +$6 +1 New
Amundi
99
Amundi
France
– -$2.35M -367,181 Closed
PIWA
100
Prevail Innovative Wealth Advisors
Kansas
– -$1.03M -146,335 Closed
1 2 3
4
5