HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

110 hedge funds and large institutions have $208M invested in Highland Opportunities and Income Fund in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+12
Holders Change %
+12.24%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
27
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Icon Advisers
Colorado
$2.72M
2
YCM
2
Yakira Capital Management
Connecticut
$1.06M
3
AIA
3
Absolute Investment Advisers
Florida
$879K
4
GWM
4
Geneos Wealth Management
Colorado
$2.7M
5
NA
5
NewEdge Advisors
Louisiana
$644K

Top Sellers

1
LCM
1
Landscape Capital Management
New Jersey
$4.78M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.2M
4
LPL Financial
4
LPL Financial
California
$3.84M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
76
Jackson Wealth Management
Florida
$69K – – –
SSG
77
Summit Securities Group
New York
$69K +$69K +13,293 New
Citadel Advisors
78
Citadel Advisors
Florida
$68.6K +$68.6K +13,223 New
TKP
79
Tallon Kerry Patrick
$64.1K +$64.1K +12,108 New
PRTG
80
Post Resch Tallon Group
New York
$64.1K +$64.1K +12,108 New
CIAS
81
Capital Investment Advisory Services
North Carolina
$54.7K -$41.6K -8,010 -43%
TCOT
82
Trust Company of Toledo
Ohio
$51.9K +$51.9K +10,000 New
Comerica Bank
83
Comerica Bank
Texas
$38.9K -$13.8K -2,656 -26%
LWMI
84
Legacy Wealth Management (Idaho)
Idaho
$30.5K – – –
LIS
85
Legacy Investment Solutions
Idaho
$30.5K – – –
SWM
86
Spire Wealth Management
Virginia
$15.6K -$20.8K -4,000 -57%
CFD
87
Creative Financial Designs
Indiana
$12.3K – – –
SPIA
88
Steward Partners Investment Advisory
New York
$12.1K – – –
Bessemer Group
89
Bessemer Group
New Jersey
$12K +$70 +13 +0.6%
TRCT
90
Tower Research Capital (TRC)
New York
$11.1K +$11.1K +2,132 New
AA
91
AlphaMark Advisors
Kentucky
$10K +$200 +39 +2%
BAM
92
Byrne Asset Management
New Jersey
$9.34K – – –
Jones Financial Companies
93
Jones Financial Companies
Missouri
$7.75K +$7.75K +1,493 New
IA
94
IFP Advisors
Florida
$5.88K +$119 +23 +2%
WWA
95
Wingate Wealth Advisors
Massachusetts
$5.19K +$5.19K +1,000 New
TFA
96
Teamwork Financial Advisors
Texas
$5.17K +$5.17K +16,141 New
AG
97
AmeriFlex Group
Nevada
$4.91K +$4.91K +853 New
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$3.86K -$81 -15 -2%
ADL
99
Asset Dedication LLC
California
$2.96K – – –
WA
100
WPG Advisers
Maryland
$2.39K +$2.39K +460 New
1 2 3
4
5