HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

93 hedge funds and large institutions have $226M invested in Highland Opportunities and Income Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 15 closing their positions.

Holders
93
Holders Change
-7
Holders Change %
-7%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
42
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$3.15M
2
LCM
2
Landscape Capital Management
New Jersey
$2.36M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.1M
4
MC
4
Matisse Capital
Oregon
$1.31M
5
Truist Financial
5
Truist Financial
North Carolina
$1.72M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$9.1M
2
ARC
2
Advisor Resource Council
Texas
$0
3
PCM
3
Penserra Capital Management
California
$6.65M
4
CP
4
Camelot Portfolios
Ohio
$4.36M
5
ASFA
5
All Season Financial Advisors
Colorado
$445K
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
101
Lee Financial
Texas
– -$49K -4,340 Closed
PFS
102
Prospera Financial Services
Texas
– -$18K -1,618 Closed
TWM
103
Tradition Wealth Management
Minnesota
– -$13K -1,193 Closed
TF
104
Tompkins Financial
New York
– -$8K -720 Closed
CWP
105
Concord Wealth Partners
Virginia
– -$5K -472 Closed
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
– -$2K -154 Closed
CA
107
CoreCap Advisors
Michigan
– -$1K -57 Closed
1 2 3 4
5