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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
+$4.29M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.57M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
+$1.49M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.14M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$970K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.26M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.69M |
| 3 |
QC
Quantedge Capital
Singapore
|
-$2.36M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$2.02M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$630K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CASC
101
Coppell Advisory Solutions Corp
Coppell,
Texas
| $82 | +$87 | +8 | New |
|
|
MIG
102
Mariner Investment Group
Harrison,
New York
| – | -$564K | -58,026 | Closed |
|
|
RA
103
RFG Advisory
Birmingham,
Alabama
| – | -$630K | -55,145 | Closed |
|
|
RGF
104
Retirement Guys Formula
Maumee,
Ohio
| – | -$454K | -46,760 | Closed |
|
|
MFG
105
MidWestOne Financial Group
Iowa City,
Iowa
| – | -$356K | -36,578 | Closed |
|
106
Jane Street
New York
| – | -$122K | -12,547 | Closed |
|
|
FWM
107
Foresight Wealth Management
Draper,
Utah
| – | -$115K | -11,861 | Closed |
|
|
MC
108
Moors & Cabot
Boston,
Massachusetts
| – | -$114K | -11,700 | Closed |
|
|
NA
109
NewEdge Advisors
New Orleans,
Louisiana
| – | +$76 | +7 | New |
|
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.