Highland Opportunities and Income Fund
HFRO
101 hedge funds and large institutions have $270M invested in Highland Opportunities and Income Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
42% more capital inflows, than outflows
Capital inflows: $24.6M | Capital outflows: $17.3M
3% more funds holding
Funds holding: 98 → 101 (+3)
6% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 34
0.75% more ownership
Funds ownership: 34.54% → 35.3% (+0.75%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Amundi
Paris,
France
|
+$4.54M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.29M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.18M |
| 4 |
Advisor Resource Council
Dallas,
Texas
|
+$2.56M |
| 5 |
Morgan Stanley
New York
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$5.25M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
-$4.06M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.21M |
| 4 |
Segantii Capital Management
Hong Kong
|
-$756K |
| 5 |
Bulldog Investors
Saddle Brook,
New Jersey
|
-$676K |
HFRO Hedge Fund Activity: Q2 2022 in Review
101 of the 5,964 institutional investors tracked by Wall St. Rank reported a position in Highland Opportunities and Income Fund (HFRO) for Q2 2022, worth a combined $270M — down 3.7% from $281M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HFRO positions and 8 closed out — a net gain of 4 holders — while 36 added to existing stakes and 34 trimmed.
The largest buyer was Amundi, opening a new position worth an estimated $4.54M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $5.25M.
- 101 institutional investors held Highland Opportunities and Income Fund (HFRO) as of Q2 2022, up from 98 in Q1 2022.
- Funds reported $270M of Highland Opportunities and Income Fund stock for Q2 2022, down 3.7% quarter-over-quarter.
- 12 funds opened new Highland Opportunities and Income Fund positions in Q2 2022 and 8 closed out, a net change of +4 holders.
- The largest Highland Opportunities and Income Fund buyer in Q2 2022 was Amundi, an estimated $4.54M added.
- The largest Highland Opportunities and Income Fund seller in Q2 2022 was Thomas J. Herzfeld Advisors, an estimated $5.25M sold.
Based on aggregated 13F filings for Q2 2022.