Highland Opportunities and Income Fund
HFRO
113 hedge funds and large institutions have $209M invested in Highland Opportunities and Income Fund in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
17% more capital invested
Capital invested by funds: $179M → $209M (+$30.6M)
12% more funds holding
Funds holding: 101 → 113 (+12)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.68% less ownership
Funds ownership: 43.65% → 42.97% (-0.68%)
26% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$2.97M |
| 2 |
MG
Marex Group
London,
|
+$1.4M |
| 3 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$1.16M |
| 4 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
+$959K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$672K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$2.44M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.44M |
| 3 |
Morgan Stanley
New York
|
-$2.3M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.04M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.74M |
HFRO Hedge Fund Activity: Q4 2024 in Review
113 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Highland Opportunities and Income Fund (HFRO) for Q4 2024, worth a combined $209M — up 17% from $179M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HFRO positions and 10 closed out — a net gain of 15 holders — while 28 added to existing stakes and 38 trimmed.
The largest buyer was Icon Advisers, opening a new position worth an estimated $2.97M. The largest seller was Landscape Capital Management, cutting an estimated $2.44M.
- 113 institutional investors held Highland Opportunities and Income Fund (HFRO) as of Q4 2024, up from 101 in Q3 2024.
- Funds reported $209M of Highland Opportunities and Income Fund stock for Q4 2024, up 17% quarter-over-quarter.
- 25 funds opened new Highland Opportunities and Income Fund positions in Q4 2024 and 10 closed out, a net change of +15 holders.
- The largest Highland Opportunities and Income Fund buyer in Q4 2024 was Icon Advisers, an estimated $2.97M added.
- The largest Highland Opportunities and Income Fund seller in Q4 2024 was Landscape Capital Management, an estimated $2.44M sold.
Based on aggregated 13F filings for Q4 2024.