Highland Opportunities and Income Fund
HFRO
103 hedge funds and large institutions have $233M invested in Highland Opportunities and Income Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 13 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 27
17% more capital invested
Capital invested by funds: $199M → $233M (+$34.5M)
8.24% more ownership
Funds ownership: 36.31% → 44.55% (+8.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
2% less funds holding
Funds holding: 105 → 103 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$36.4M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.67M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.42M |
| 4 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$1.75M |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$7.07M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.06M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$535K |
| 4 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$412K |
| 5 |
LPL Financial
San Diego,
California
|
-$357K |
HFRO Hedge Fund Activity: Q4 2023 in Review
103 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Highland Opportunities and Income Fund (HFRO) for Q4 2023, worth a combined $233M — up 17% from $199M a quarter earlier.
Fund positioning in HFRO was balanced in Q4 2023: 13 funds opened new positions, 13 closed out, 42 added to existing stakes and 27 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $36.4M. The largest seller was Atlas Wealth, exiting entirely with an estimated $7.07M sold.
- 103 institutional investors held Highland Opportunities and Income Fund (HFRO) as of Q4 2023, down from 105 in Q3 2023.
- Funds reported $233M of Highland Opportunities and Income Fund stock for Q4 2023, up 17% quarter-over-quarter.
- 13 funds opened new Highland Opportunities and Income Fund positions in Q4 2023 and 13 closed out, a net change of 0 holders.
- The largest Highland Opportunities and Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $36.4M added.
- The largest Highland Opportunities and Income Fund seller in Q4 2023 was Atlas Wealth, an estimated $7.07M sold.
Based on aggregated 13F filings for Q4 2023.