Highland Opport & Income
$7.10+0.1%
+$14.0M
Net Activity
+5.28% total shares
Institutions Holding
92
Popularity Rank
#4794
Avg Weight
0.25%
Total Value
$226.5M
92 institutions currently hold HFRO, with 37 net buyers and 44 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
44
Net Buying Institutions
37
Top 5 by Value
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Across its top 20 institutional holders, HFRO's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 35/100).
HFRO ranks #4794 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
HFRO is a top-conviction position for Thomas J. Herzfeld Advisors, Inc. — at 5.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in HFRO belongs to Saba Capital Management, L.P., but the position matters far more to Thomas J. Herzfeld Advisors, Inc., who has 5.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Saba Capital Management, L.P. has added to its HFRO position for two straight quarters, increasing it by $14.7M to reach $42.6M today.
Geneos Wealth Management Inc. has trimmed its HFRO position for two straight quarters, cutting it by $1.8M while still holding $3.7M.
HFRO is up 0.1% today, and institutions have been net buyers of $14.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$29.7M
Total Buy Value
$7.9M
Total Sell Value
37
Net Buyers
44
Net Sellers
HFRO
Q2 2026
Top 5 Institutional Movers
+$13.2M
+$7.4M
+$6.0M
+$3.6M
HFRO does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| DONDERO JAMES D | 13D/A | 2026-07-29 | 9.6% |
No Form 8-K filings for this ticker
43010E404
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,125
Total reported value
$257.5B
Held by 4125 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,113
Total reported value
$649.2B
Held by 4113 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,112
Total reported value
$279.5B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Access HFRO's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/HFROCLI
npx alphasmo stocks get HFRO