Highland Opps & Income Fund (HFRO): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of HFRO (all 13F filers)
- Saba Capital Management6.0 MInvestment firm+829 K
- Nexpoint Asset Management4.6 MInvestment firm+470 K
- Raymond James Financial4.0 MWealth adviser+59 K
- Thomas J. Herzfeld Advisors2.7 MType not verified−39 K
- Morgan Stanley2.5 MBank or trading desk−57 K
- Envestnet Asset Management2.2 MWealth adviser+36 K
- Invesco1.2 MInvestment firm−248 K
- Atlas Wealth1.0 MWealth adviser+1.0 M
- Cambridge Investment Research Advisors945 KWealth adviser−21 K
- Matisse Capital617 KType not verified0
- Shares
- 6.0 M
- Change
- +829 K
See more
- Type
- Investment firm
- Value
- $42.6M
- Shares
- 4.6 M
- Change
- +470 K
See more
- Type
- Investment firm
- Value
- $32.8M
- Shares
- 4.0 M
- Change
- +59 K
See more
- Type
- Wealth adviser
- Value
- $28.4M
- Thomas J. Herzfeld Advisors
- Shares
- 2.7 M
- Change
- −39 K
See more
- Type
- Type not verified
- Value
- $19.1M
- Shares
- 2.5 M
- Change
- −57 K
See more
- Type
- Bank or trading desk
- Value
- $17.7M
- Shares
- 2.2 M
- Change
- +36 K
See more
- Type
- Wealth adviser
- Value
- $15.6M
- Shares
- 1.2 M
- Change
- −248 K
See more
- Type
- Investment firm
- Value
- $8.3M
- Atlas Wealth
- Shares
- 1.0 M
- Change
- +1.0 M
See more
- Type
- Wealth adviser
- Value
- $7.4M
- Shares
- 945 K
- Change
- −21 K
See more
- Type
- Wealth adviser
- Value
- $6.7M
- Matisse Capital
- Shares
- 617 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $4.4M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 1 · $2.8M
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Dondero James D9.6%13D · amendmentfiling ↗Event: Jul 27, 2026 · filed: Jul 29, 2026
- Saba Capital Management10.47%13D · amendmentfiling ↗Event: Jun 2, 2026 · filed: Jun 4, 2026
- Saba Capital Management9.4%13D · amendmentfiling ↗Event: Apr 10, 2026 · filed: Apr 14, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
Flagged material events (8-K)
Change in directors or officers (Item 5.02)
«Fourth Amended and Restated Agreement and Declaration of Trust»
Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.