HFRO

Highland Opport & Income

-$5.9M

Net Activity

Institutions Holding

94

Popularity Rank

#4577

Avg Weight

0.20%

Total Value

$171.5M

Ownership Trend

94 institutions currently hold HFRO, with 35 net buyers and 43 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

43

Net Buying Institutions

35

Key Holders

Key Holders

Top 5 by Value

SC
Saba Capital Management, L.P.
$29.4M
NA
Nexpoint Asset Management, L.p.
$23.6M
RJ
Raymond James Financial INC
$22.4M
TJ
Thomas J. Herzfeld Advisors, Inc.
$15.5M
MS
Morgan Stanley
$14.5M

Top 5 by Conviction

TJ
Thomas J. Herzfeld Advisors, Inc.
5.27%
AC
Altium Capital Management LLC
3.76%
NA
Nexpoint Asset Management, L.p.
1.58%
MC
Matisse Capital
1.50%
CF
Closed-End Fund Advisors, Inc.
1.37%
View all 94 holding institutions

Quarterly Activity

Recent Activity

+$129.6M

Total Buy Value

$44.3M

Total Sell Value

New buy5
Trim31
Add30
Sold out12

35

Net Buyers

43

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding HIGHLAND OPPORT & INCOME (HFRO)?
Major stakeholders currently include Saba Capital Management, L.P. ($29.4M), Nexpoint Asset Management, L.p. ($23.6M), Raymond James Financial INC ($22.4M). Based on the latest 13F filings, there are a total of 94 tracked investment funds and institutions maintaining positions in HFRO.
What is the overall institutional sentiment toward HFRO recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $5.9M, driven by 35 managers accumulating shares while 43 reduced their exposure.
Which institutions have been selling or reducing their HFRO positions?
In the latest period, 31 funds trimmed their holdings, and 12 managers completely exited their positions. The aggregate reported sell value was $44.3M.
Are there any notable investors adding HFRO to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 30 existing holders added to their shares. The total reported buy value for the quarter amounted to $129.6M.

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