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Highland Funds I - Highland Opportunities and Income Fund (HFRO) Institutional Ownership

Highland Funds I - Highland Opportunities and Income Fund logo
$5.58 -0.16 (-2.79%)
As of 02/21/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Highland Funds I - Highland Opportunities and Income Fund (NYSE:HFRO)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$87.98M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$14.20M
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HFRO Institutional Buying and Selling by Quarter

Highland Funds I - Highland Opportunities and Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Millennium Management LLC33,253$173K0.0%-65.2%0.000%
2/17/2025 Bulldog Investors LLP169,726$881K0.2%-51.8%0.000%
2/17/2025 Citadel Advisors LLC13,223$69K0.0%N/A0.000%
2/17/2025 CF Capital LLC550,000$2.85M3.1%N/A0.000%
2/17/2025 Baird Financial Group Inc.114,187$593K0.0%+11.3%0.000%
2/17/2025 Bank of America Corp DE19,245$100K0.0%N/A0.000%
2/14/2025 Jane Street Group LLC83,134$431K0.0%+444.3%0.000%
2/14/2025 Comerica Bank7,499$39K0.0%-26.2%0.000%
2/14/2025 Quarry LP65,900$342K0.0%N/A0.000%
2/14/2025 IHT Wealth Management LLC402,105$2.09M0.1%-13.8%0.000%
2/13/2025 NewEdge Advisors LLC124,046$644K0.0%+942.0%0.000%
2/13/2025 Walleye Capital LLC15,033$78K0.0%N/A0.000%
2/13/2025 Icon Advisers Inc. Co.524,518$2.72M0.6%N/A0.000%
2/13/2025 Raymond James Financial Inc.4,142,009$21.50M0.0%N/A0.000%
2/13/2025 Invesco Ltd.1,840,817$9.55M0.0%+0.9%0.000%
2/13/2025 Yakira Capital Management Inc.204,248$1.06M0.4%N/A0.000%
2/13/2025 Aristides Capital LLC150,906$783K0.2%+12.1%0.000%
2/13/2025 Envestnet Asset Management Inc.1,716,640$8.91M0.0%-15.1%0.000%
2/12/2025 Landscape Capital Management L.L.C.920,333$4.78M0.5%-31.9%0.000%
2/12/2025 Thomas J. Herzfeld Advisors Inc.2,760,778$14.33M4.6%-8.6%0.000%
2/12/2025 Summit Securities Group LLC13,293$69K0.0%N/A0.000%
2/12/2025 Maridea Wealth Management LLC22,951$119K0.0%N/A0.000%
2/12/2025 Arlington Capital Management Inc.96,242$499K0.3%+15.9%0.000%
2/11/2025 LPL Financial LLC740,645$3.84M0.0%-32.7%0.000%
2/11/2025 Samalin Investment Counsel LLC73,613$382K0.2%-18.5%0.000%
2/10/2025 Envestnet Portfolio Solutions Inc.59,886$311K0.0%+9.4%0.000%
2/10/2025 Commonwealth Equity Services LLC428,547$2.22M0.0%-19.9%0.000%
2/7/2025 Sequoia Financial Advisors LLC23,981$124K0.0%N/A0.000%
2/7/2025 HighTower Advisors LLC379,174$1.97M0.0%-3.3%0.000%
2/7/2025 Blue Bell Private Wealth Management LLC72,977$379K0.1%+1,252.9%0.000%
2/6/2025 Raymond James Financial Inc.4,142,009$21.50M0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.481,470$2.50M0.0%-21.7%0.000%
2/3/2025 Camelot Portfolios LLC362,122$1.88M2.0%-5.2%0.000%
2/3/2025 Private Advisor Group LLC25,193$131K0.0%+30.2%0.000%
1/31/2025 Atria Wealth Solutions Inc.55,117$286K0.0%+5.3%0.000%
1/31/2025 Truist Financial Corp23,477$122K0.0%-16.1%0.000%
1/30/2025 Nations Financial Group Inc. IA ADV356,315$1.85M0.1%-2.0%0.000%
1/29/2025 AEGON USA Investment Management LLC196,615$1.02M0.8%+20.5%0.000%
1/28/2025 Stephens Inc. AR13,844$72K0.0%-48.3%0.000%
1/28/2025 Kingsview Wealth Management LLC24,604$128K0.0%-9.7%0.000%
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1/27/2025 Choreo LLC442,552$2.30M0.0%+17.9%0.000%
1/24/2025 Calamos Advisors LLC53,743$279K0.0%+23.8%0.000%
1/24/2025 Matisse Capital509,000$2.64M1.3%+11.9%0.000%
1/24/2025 Absolute Investment Advisers LLC169,300$879K0.1%N/A0.000%
1/24/2025 U.S. Capital Wealth Advisors LLC18,164$94K0.0%+38.0%0.000%
1/23/2025 Capital Investment Advisory Services LLC10,545$55K0.0%-43.2%0.000%
1/21/2025 Geneos Wealth Management Inc.520,838$2.70M0.1%+29.5%0.000%
1/17/2025 Teamwork Financial Advisors LLC16,141$84K0.0%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC57,285$297K0.0%-28.1%0.000%
1/15/2025 Tallon Kerry Patrick12,108$64K0.1%N/A0.000%
1/14/2025 Park Avenue Securities LLC199,478$1.04M0.0%+6.3%0.000%
1/14/2025 Integrated Capital Management Inc.42,947$223K0.2%+7.7%0.000%
1/13/2025 Trust Co. of Toledo NA OH10,000$52K0.0%N/A0.000%
12/13/2024B. Riley Wealth Advisors Inc.28,538$177K0.0%-7.0%0.000%
11/15/2024 Legacy Investment Solutions LLC5,270$32K0.0%N/A0.000%
11/15/2024 Jane Street Group LLC15,273$94K0.0%-48.2%0.000%
11/15/2024 IHT Wealth Management LLC466,737$2.86M0.1%-4.4%0.000%
11/15/2024 HighTower Advisors LLC391,927$2.40M0.0%-8.9%0.000%
11/14/2024 Rockefeller Capital Management L.P.35,734$219K0.0%-18.2%0.000%
11/12/2024 Concorde Asset Management LLC58,300$357K0.2%+37.7%0.000%
11/9/2024 Landscape Capital Management L.L.C.1,351,451$8.28M0.8%+47.6%0.000%
11/6/2024 Oppenheimer & Co. Inc.614,627$3.77M0.1%-10.7%0.000%
11/5/2024 Nations Financial Group Inc. IA ADV363,740$2.23M0.2%-2.9%0.000%
10/30/2024 Arlington Capital Management Inc.83,054$509K0.4%+20.7%0.000%
10/23/2024 Jackson Wealth Management LLC13,237$81K0.0%N/A0.000%
10/22/2024 Private Advisor Group LLC19,352$119K0.0%-21.7%0.000%
10/18/2024Raymond James & Associates3,691,545$22.63M0.0%+14.7%0.000%
10/11/2024 Creative Planning51,848$318K0.0%-32.6%0.000%
10/8/2024 True North Advisors LLC25,578$157K0.0%-10.6%0.000%
10/8/2024 Integrated Capital Management Inc.39,876$244K0.2%-6.4%0.000%
10/3/2024 Park Avenue Securities LLC187,728$1.15M0.0%-13.8%0.000%
9/5/2024 Sanctuary Advisors LLC36,005$232K0.0%N/A0.000%
8/26/2024 Ariadne Wealth Management LP51,781$324K0.2%N/A0.000%
8/21/2024 Truist Financial Corp42,260$264K0.0%-35.8%0.000%
8/19/2024B. Riley Wealth Advisors Inc.30,678$192K0.0%-7.6%0.000%
8/16/2024 Creative Planning76,910$481K0.0%+3.8%0.000%
8/16/2024 Almitas Capital LLC34,333$215K0.1%N/A0.000%
8/12/2024 Concorde Asset Management LLC42,350$265K0.2%+134.0%0.000%
8/8/2024 Envestnet Asset Management Inc.1,833,490$11.46M0.0%+11.0%0.000%
8/8/2024 Oppenheimer & Co. Inc.688,010$4.30M0.1%-1.3%0.000%
8/8/2024 BOKF NA206,308$1.29M0.0%-1.5%0.000%
8/7/2024 Choreo LLC382,914$2.39M0.0%+16.9%0.000%
8/6/2024 Asset Dedication LLC5,989$37K0.0%N/A0.000%
8/5/2024 Blue Bell Private Wealth Management LLC4,194$26K0.0%+78.9%0.000%
7/31/2024 Commonwealth Equity Services LLC511,127$3.20M0.0%-12.4%0.000%
7/30/2024 Matisse Capital435,000$2.72M1.3%+6.1%0.000%
7/26/2024 Cambridge Investment Research Advisors Inc.986,652$6.17M0.0%+19.0%0.000%
7/25/2024 Calamos Advisors LLC37,207$233K0.0%+46.4%0.000%
7/24/2024 Leonard Rickey Investment Advisors P.L.L.C.21,016$131K0.0%N/A0.000%
7/23/2024 Geneos Wealth Management Inc.402,134$2.51M0.1%+2.1%0.000%
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7/23/2024 AEGON USA Investment Management LLC144,949$906K0.7%+93.4%0.000%
7/19/2024 MONECO Advisors LLC35,156$220K0.0%+36.1%0.000%
7/19/2024Raymond James & Associates3,218,308$20.11M0.0%+24.8%0.000%
7/16/2024 Envestnet Portfolio Solutions Inc.48,419$303K0.0%+5.6%0.000%
7/12/2024 Integrated Capital Management Inc.42,615$266K0.2%+33.0%0.000%
7/9/2024 Park Avenue Securities LLC217,704$1.36M0.0%+22.1%0.000%
5/17/2024 Comerica Bank8,227$58K0.0%-37.4%0.000%
5/15/2024 BOKF NA209,437$1.43M0.0%+2.4%0.000%
5/15/2024 Alpine Global Management LLC151,036$1.06M0.3%N/A0.000%
5/10/2024 Prevail Innovative Wealth Advisors LLC146,335$1.03M0.4%+55.5%0.000%
(Data available from 1/1/2016 forward)

HFRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HFRO shares?

During the previous two years, 103 institutional investors and hedge funds held shares of Highland Funds I - Highland Opportunities and Income Fund. The most heavily invested institutionals were Raymond James & Associates ($22.63M), Raymond James Financial Inc. ($21.50M), Thomas J. Herzfeld Advisors Inc. ($14.33M), Invesco Ltd. ($9.55M), Envestnet Asset Management Inc. ($8.91M), Penserra Capital Management LLC ($7.37M), and Atlas Wealth LLC ($7.08M).Learn more on HFRO's institutional investors.

Which institutional investors have been buying Highland Funds I - Highland Opportunities and Income Fund stock?

Of the 84 institutional investors that purchased Highland Funds I - Highland Opportunities and Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($8.28M), Raymond James & Associates ($3.59M), Icon Advisers Inc. Co. ($751.62K), Landscape Capital Management L.L.C. ($657.88K), CF Capital LLC ($550K), LPL Financial LLC ($472.42K), and Cambridge Investment Research Advisors Inc. ($450.69K).

How much institutional buying is happening at Highland Funds I - Highland Opportunities and Income Fund?

Institutional investors have bought a total of 19,612,619 shares in the last 24 months. This purchase volume represents approximately $121.69M in transactions.

Which Highland Funds I - Highland Opportunities and Income Fund major shareholders have been selling company stock?

Of the 49 institutional investors that sold Highland Funds I - Highland Opportunities and Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Landscape Capital Management L.L.C. ($431.12K), LPL Financial LLC ($367.04K), Camelot Portfolios LLC ($335.56K), Bulldog Investors LLP ($324.03K), Thomas J. Herzfeld Advisors Inc. ($323.58K), Raymond James Financial Services Advisors Inc. ($307.80K), and Envestnet Asset Management Inc. ($306.49K).

How much institutional selling is happening at Highland Funds I - Highland Opportunities and Income Fund?

Institutional investors have sold a total of 4,394,060 shares in the last 24 months. This volume of shares sold represents approximately $29.82M in transactions.


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This page (NYSE:HFRO) was last updated on 2/22/2025 by MarketBeat.com Staff
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