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

Highland Funds I - Highland Opportunities and Income Fund logo
$5.13 +0.03 (+0.61%)
Closing price 05/2/2025 03:57 PM Eastern
Extended Trading
$5.14 +0.00 (+0.08%)
As of 05/2/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
53
Total
Institutional Inflows
(last 12 months)
$72.86M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$14.87M
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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
5/2/2025 Kingsview Wealth Management LLC26,791$139K0.0%+8.9%0.000%
5/1/2025 AEGON USA Investment Management LLC105,895$551K0.4%-46.1%0.000%
4/29/2025 U.S. Capital Wealth Advisors LLC14,827$77K0.0%-18.4%0.000%
4/29/2025 Envestnet Asset Management Inc.1,724,764$8.97M0.0%+0.5%0.000%
4/29/2025 Calamos Advisors LLC28,904$150K0.0%-46.2%0.000%
4/24/2025 Matisse Capital583,387$3.03M1.6%+14.6%0.000%
4/23/2025 Oppenheimer & Co. Inc.457,394$2.38M0.0%-5.0%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.949,184$4.94M0.0%+28.8%0.000%
4/17/2025 Inscription Capital LLC11,914$62K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC27,102$141K0.0%-52.7%0.000%
4/14/2025 Park Avenue Securities LLC220,857$1.15M0.0%+10.7%0.000%
4/9/2025 Integrated Capital Management Inc.53,426$278K0.2%+24.4%0.000%
2/17/2025Millennium Management LLC33,253$173K0.0%-65.2%0.000%
2/17/2025Bulldog Investors LLP169,726$881K0.2%-51.8%0.000%
2/17/2025Citadel Advisors LLC13,223$69K0.0%N/A0.000%
2/17/2025CF Capital LLC550,000$2.85M3.1%N/A0.000%
2/17/2025Baird Financial Group Inc.114,187$593K0.0%+11.3%0.000%
2/17/2025Bank of America Corp DE19,245$100K0.0%N/A0.000%
2/14/2025Jane Street Group LLC83,134$431K0.0%+444.3%0.000%
2/14/2025Comerica Bank7,499$39K0.0%-26.2%0.000%
2/14/2025Quarry LP65,900$342K0.0%N/A0.000%
2/14/2025IHT Wealth Management LLC402,105$2.09M0.1%-13.8%0.000%
2/13/2025NewEdge Advisors LLC124,046$644K0.0%+942.0%0.000%
2/13/2025Walleye Capital LLC15,033$78K0.0%N/A0.000%
2/13/2025Icon Advisers Inc. Co.524,518$2.72M0.6%N/A0.000%
2/13/2025Raymond James Financial Inc.4,142,009$21.50M0.0%N/A0.000%
2/13/2025Invesco Ltd.1,840,817$9.55M0.0%+0.9%0.000%
2/13/2025Yakira Capital Management Inc.204,248$1.06M0.4%N/A0.000%
2/13/2025Aristides 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%
2/12/2025Landscape Capital Management L.L.C.920,333$4.78M0.5%-31.9%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.2,760,778$14.33M4.6%-8.6%0.000%
2/12/2025Summit Securities Group LLC13,293$69K0.0%N/A0.000%
2/12/2025Maridea Wealth Management LLC22,951$119K0.0%N/A0.000%
2/12/2025Arlington Capital Management Inc.96,242$499K0.3%+15.9%0.000%
2/11/2025LPL Financial LLC740,645$3.84M0.0%-32.7%0.000%
2/11/2025Samalin 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%
2/10/2025Commonwealth Equity Services LLC428,547$2.22M0.0%-19.9%0.000%
2/7/2025 Sequoia Financial Advisors LLC23,981$124K0.0%N/A0.000%
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2/7/2025HighTower Advisors LLC379,174$1.97M0.0%-3.3%0.000%
2/7/2025Blue Bell Private Wealth Management LLC72,977$379K0.1%+1,252.9%0.000%
2/6/2025Raymond 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%
2/3/2025Camelot Portfolios LLC362,122$1.88M2.0%-5.2%0.000%
2/3/2025Private Advisor Group LLC25,193$131K0.0%+30.2%0.000%
1/31/2025Atria Wealth Solutions Inc.55,117$286K0.0%+5.3%0.000%
1/31/2025 Truist Financial Corp23,477$122K0.0%-16.1%0.000%
1/30/2025Nations 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%
1/27/2025Choreo 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%
1/21/2025Geneos 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%
1/15/2025Tallon 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%
11/15/2024Legacy Investment Solutions LLC5,270$32K0.0%N/A0.000%
11/15/2024Jane Street Group LLC15,273$94K0.0%-48.2%0.000%
11/15/2024IHT Wealth Management LLC466,737$2.86M0.1%-4.4%0.000%
11/15/2024HighTower Advisors LLC391,927$2.40M0.0%-8.9%0.000%
11/14/2024Rockefeller Capital Management L.P.35,734$219K0.0%-18.2%0.000%
11/12/2024Concorde Asset Management LLC58,300$357K0.2%+37.7%0.000%
11/9/2024Landscape 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%
11/5/2024Nations Financial Group Inc. IA ADV363,740$2.23M0.2%-2.9%0.000%
10/30/2024Arlington Capital Management Inc.83,054$509K0.4%+20.7%0.000%
10/23/2024 Jackson Wealth Management LLC13,237$81K0.0%N/A0.000%
10/22/2024Private Advisor Group LLC19,352$119K0.0%-21.7%0.000%
10/18/2024Raymond James & Associates3,691,545$22.63M0.0%+14.7%0.000%
10/11/2024Creative Planning51,848$318K0.0%-32.6%0.000%
10/8/2024True 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%
9/5/2024Sanctuary Advisors LLC36,005$232K0.0%N/A0.000%
8/26/2024Ariadne 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%
8/16/2024Creative Planning76,910$481K0.0%+3.8%0.000%
8/16/2024Almitas Capital LLC34,333$215K0.1%N/A0.000%
8/12/2024Concorde Asset Management LLC42,350$265K0.2%+134.0%0.000%
Warning: “DOGE Collapse” imminent (Ad)

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Click here to see what they’re predicting now.
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%
8/8/2024BOKF NA206,308$1.29M0.0%-1.5%0.000%
8/7/2024Choreo LLC382,914$2.39M0.0%+16.9%0.000%
8/6/2024 Asset Dedication LLC5,989$37K0.0%N/A0.000%
8/5/2024Blue Bell Private Wealth Management LLC4,194$26K0.0%+78.9%0.000%
7/31/2024Commonwealth 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%
(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, 98 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. ($8.97M), 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 82 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 ($3.58M), Icon Advisers Inc. Co. ($751.62K), Cambridge Investment Research Advisors Inc. ($662.72K), Landscape Capital Management L.L.C. ($657.88K), CF Capital LLC ($550K), and LPL Financial LLC ($472.42K).

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

Institutional investors have bought a total of 19,742,248 shares in the last 24 months. This purchase volume represents approximately $121.59M 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), Envestnet Asset Management Inc. ($306.49K), and Raymond James & Associates ($259.27K).

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

Institutional investors have sold a total of 4,200,165 shares in the last 24 months. This volume of shares sold represents approximately $27.44M in transactions.


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This page (NYSE:HFRO) was last updated on 5/5/2025 by MarketBeat.com Staff
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