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 %
SIS
101
Sound Income Strategies
Florida
$1.98K – – –
CSC
102
Caldwell Sutter Capital
California
$1.48K – – –
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
PS
104
Principal Securities
Iowa
$872 -$104 -20 -11%
MHIP
105
Mountain Hill Investment Partners
New Jersey
$587 +$587 +113 New
CMA
106
Cedar Mountain Advisors
Oregon
$426 – – –
MCM
107
MAI Capital Management
Ohio
$307 +$307 +59 New
CA
108
CoreCap Advisors
Michigan
$296 -$9.61K -1,850 -97%
Wells Fargo
109
Wells Fargo
California
$54 -$21.4K -3,969 -100%
CAS
110
Coppell Advisory Solutions
Texas
$42 – – –
IWP
111
Innova Wealth Partners
Pennsylvania
– -$509K -83,054 Closed
KAM
112
Knightsbridge Asset Management
California
– -$327K -53,393 Closed
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
– -$219K -35,734 Closed
MA
114
MONECO Advisors
Connecticut
– -$162K -26,492 Closed
TNA
115
True North Advisors
Texas
– -$157K -25,578 Closed
PCMC
116
Private Capital Management (Colorado)
Colorado
– -$90.7K -14,800 Closed
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
– -$81.2K -13,252 Closed
BFA
118
Beacon Financial Advisory
Ohio
– -$80.2K -13,088 Closed
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
– -$69.5K -11,341 Closed
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