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On this page, we present all of the funds holding HFRO from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding HFRO, with a link to that fund's top holdings. The next columns
indicate the amount of HFRO stock held by each of the funds holding HFRO, followed by the HFRO position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 104 funds holding HFRO within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley
(or by any of the other funds holding HFRO), click the fund name in the "Holder" column of the funds-holding-HFRO table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 4,514,355 | $34,715 | 12/31/2023 | HFRO | 4,514,355 | $34,715 | 12/31/2023 | Thomas J. Herzfeld Advisors Inc. | 3,024,092 | $23,255 | 12/31/2023 | HFRO | 3,024,092 | $23,255 | 12/31/2023 | Raymond James & Associates | 2,577,788 | $18,122 | 03/31/2024 | HFRO | 2,577,788 | $18,122 | 03/31/2024 | Royal Bank of Canada | 1,843,467 | $14,176 | 12/31/2023 | HFRO | 1,843,467 | $14,176 | 12/31/2023 | LPL Financial LLC | 1,443,350 | $11,099 | 12/31/2023 | HFRO | 1,443,350 | $11,099 | 12/31/2023 | Envestnet Asset Management Inc. | 1,393,258 | $10,714 | 12/31/2023 | HFRO | 1,393,258 | $10,714 | 12/31/2023 | Invesco Ltd. | 1,234,664 | $9,495 | 12/31/2023 | HFRO | 1,234,664 | $9,495 | 12/31/2023 | Penserra Capital Management LLC | 984,333 | $7,569 | 12/31/2023 | HFRO | 984,333 | $7,569 | 12/31/2023 | Highland Capital Management Fund Advisors L.P. | 918,047 | $7,060 | 12/31/2023 | HFRO | 918,047 | $7,060 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 828,772 | $5,826 | 03/31/2024 | HFRO | 828,772 | $5,826 | 03/31/2024 | Oppenheimer & Co. Inc. | 674,116 | $5,184 | 12/31/2023 | HFRO | 674,116 | $5,184 | 12/31/2023 | Commonwealth Equity Services LLC | 578,293 | $4,447 | 12/31/2023 | HFRO | 578,293 | $4,447 | 12/31/2023 | Camelot Portfolios LLC | 548,053 | $4,215 | 12/31/2023 | HFRO | 548,053 | $4,215 | 12/31/2023 | IHT Wealth Management LLC | 509,630 | $3,919 | 12/31/2023 | HFRO | 509,630 | $3,919 | 12/31/2023 | Wells Fargo & Company MN | 458,043 | $3,522 | 12/31/2023 | HFRO | 458,043 | $3,522 | 12/31/2023 | Landscape Capital Management L.L.C. | 397,800 | $3,059 | 12/31/2023 | HFRO | 397,800 | $3,059 | 12/31/2023 | Geneos Wealth Management Inc. | 385,175 | $2,962 | 12/31/2023 | HFRO | 385,175 | $2,962 | 12/31/2023 | Amundi | 367,181 | $2,824 | 12/31/2023 | HFRO | 367,181 | $2,824 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 374,510 | $2,633 | 03/31/2024 | HFRO | 374,510 | $2,633 | 03/31/2024 | HighTower Advisors LLC | 342,067 | $2,618 | 12/31/2023 | HFRO | 342,067 | $2,618 | 12/31/2023 | Bulldog Investors LLC | 310,059 | $2,384 | 12/31/2023 | HFRO | 310,059 | $2,384 | 12/31/2023 | Advisor Group Holdings Inc. | 285,341 | $2,194 | 12/31/2023 | HFRO | 285,341 | $2,194 | 12/31/2023 | Matisse Capital | 285,000 | $2,192 | 12/31/2023 | HFRO | 285,000 | $2,192 | 12/31/2023 | CNH Partners LLC | 212,709 | $1,636 | 12/31/2023 | HFRO | 212,709 | $1,636 | 12/31/2023 | BOKF NA | 204,628 | $1,574 | 12/31/2023 | HFRO | 204,628 | $1,574 | 12/31/2023 | Park Avenue Securities LLC | 178,349 | $1,254 | 03/31/2024 | HFRO | 178,349 | $1,254 | 03/31/2024 | Aristides Capital LLC | 134,616 | $1,035 | 12/31/2023 | HFRO | 134,616 | $1,035 | 12/31/2023 | Icon Advisers Inc. Co. | 128,733 | $990 | 12/31/2023 | HFRO | 128,733 | $990 | 12/31/2023 | Marks Group Wealth Management Inc | 118,805 | $914 | 12/31/2023 | HFRO | 118,805 | $914 | 12/31/2023 | Creative Planning | 105,714 | $813 | 12/31/2023 | HFRO | 105,714 | $813 | 12/31/2023 | Janney Montgomery Scott LLC | 99,955 | $769 | 12/31/2023 | HFRO | 99,955 | $769 | 12/31/2023 | Prevail Innovative Wealth Advisors LLC | 94,079 | $723 | 12/31/2023 | HFRO | 94,079 | $723 | 12/31/2023 | Truist Financial Corp | 88,253 | $679 | 12/31/2023 | HFRO | 88,253 | $679 | 12/31/2023 | Arete Wealth Advisors LLC | 87,613 | $674 | 12/31/2023 | HFRO | 87,613 | $674 | 12/31/2023 | Qube Research & Technologies Ltd | 84,179 | $647 | 12/31/2023 | HFRO | 84,179 | $647 | 12/31/2023 | Kingsview Wealth Management LLC | 83,223 | $640 | 12/31/2023 | HFRO | 83,223 | $640 | 12/31/2023 | Baird Financial Group Inc. | 70,775 | $544 | 12/31/2023 | HFRO | 70,775 | $544 | 12/31/2023 | Arlington Capital Management Inc. | 70,725 | $497 | 03/31/2024 | HFRO | 70,725 | $497 | 03/31/2024 | Samalin Investment Counsel LLC | 51,463 | $396 | 12/31/2023 | HFRO | 51,463 | $396 | 12/31/2023 | Knightsbridge Asset Management LLC | 50,559 | $389 | 12/31/2023 | HFRO | 50,559 | $389 | 12/31/2023 | SFI Advisors LLC | 45,046 | $346 | 12/31/2023 | HFRO | 45,046 | $346 | 12/31/2023 | Marathon Trading Investment Management LLC | 42,500 | $327 | 12/31/2023 | HFRO | 42,500 | $327 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 40,981 | $315 | 12/31/2023 | HFRO | 40,981 | $315 | 12/31/2023 | Rockefeller Capital Management L.P. | 40,863 | $314 | 12/31/2023 | HFRO | 40,863 | $314 | 12/31/2023 | Lido Advisors LLC | 40,318 | $310 | 12/31/2023 | HFRO | 40,318 | $310 | 12/31/2023 | Atria Wealth Solutions Inc. | 39,258 | $302 | 12/31/2023 | HFRO | 39,258 | $302 | 12/31/2023 | Edge Financial Advisors LLC | 40,084 | $282 | 03/31/2024 | HFRO | 40,084 | $282 | 03/31/2024 | MidWestOne Financial Group Inc. | 36,578 | $281 | 12/31/2023 | HFRO | 36,578 | $281 | 12/31/2023 | National Asset Management Inc. | 33,208 | $255 | 12/31/2023 | HFRO | 33,208 | $255 | 12/31/2023 | Stephens Inc. AR | 32,086 | $247 | 12/31/2023 | HFRO | 32,086 | $247 | 12/31/2023 | Cetera Investment Advisers | 31,419 | $242 | 12/31/2023 | HFRO | 31,419 | $242 | 12/31/2023 | Avantax Advisory Services Inc. | 31,355 | $241 | 12/31/2023 | HFRO | 31,355 | $241 | 12/31/2023 | Moloney Securities Asset Management LLC | | $236 | 12/31/2023 | HFRO.PRA | 12,431 | $236 | 12/31/2023 | Raymond James Trust N.A. | 32,662 | $230 | 03/31/2024 | HFRO | 32,662 | $230 | 03/31/2024 | Integrated Capital Management Inc. | 32,033 | $225 | 03/31/2024 | HFRO | 32,033 | $225 | 03/31/2024 | UBS Group AG | 29,231 | $225 | 12/31/2023 | HFRO | 29,231 | $225 | 12/31/2023 | Melfa Wealth Management LLC | 31,895 | $224 | 03/31/2024 | HFRO | 31,895 | $224 | 03/31/2024 | Captrust Financial Advisors | 28,749 | $221 | 12/31/2023 | HFRO | 28,749 | $221 | 12/31/2023 | Kestra Advisory Services LLC | 27,729 | $213 | 12/31/2023 | HFRO | 27,729 | $213 | 12/31/2023 | Steward Partners Investment Advisory LLC | 27,479 | $211 | 12/31/2023 | HFRO | 27,479 | $211 | 12/31/2023 | Scotia Capital Inc. | 26,796 | $206 | 12/31/2023 | HFRO | 26,796 | $206 | 12/31/2023 | True North Advisors LLC | 28,615 | $201 | 03/31/2024 | HFRO | 28,615 | $201 | 03/31/2024 | Private Advisor Group LLC | 25,287 | $194 | 12/31/2023 | HFRO | 25,287 | $194 | 12/31/2023 | Jane Street Group LLC | 25,166 | $194 | 12/31/2023 | HFRO | 25,166 | $194 | 12/31/2023 | MONECO Advisors LLC | 25,824 | $182 | 03/31/2024 | HFRO | 25,824 | $182 | 03/31/2024 | CSS LLC IL | 22,072 | $170 | 12/31/2023 | HFRO | 22,072 | $170 | 12/31/2023 | CTC Alternative Strategies Ltd. | 17,624 | $136 | 12/31/2023 | HFRO | 17,624 | $136 | 12/31/2023 | One Charles Private Wealth Services LLC | 17,248 | $133 | 12/31/2023 | HFRO | 17,248 | $133 | 12/31/2023 | Cresset Asset Management LLC | 17,000 | $131 | 12/31/2023 | HFRO | 17,000 | $131 | 12/31/2023 | Keystone Wealth Services LLC | 18,209 | $128 | 03/31/2024 | HFRO | 18,209 | $128 | 03/31/2024 | MML Investors Services LLC | 15,913 | $122 | 12/31/2023 | HFRO | 15,913 | $122 | 12/31/2023 | Channel Wealth LLC | 17,062 | $120 | 03/31/2024 | HFRO | 17,062 | $120 | 03/31/2024 | Beacon Financial Advisory LLC | 15,482 | $119 | 12/31/2023 | HFRO | 15,482 | $119 | 12/31/2023 | Capital Investment Advisory Services LLC | 16,810 | $118 | 03/31/2024 | HFRO | 16,810 | $118 | 03/31/2024 | Verition Fund Management LLC | 15,000 | $115 | 12/31/2023 | HFRO | 15,000 | $115 | 12/31/2023 | Pekin Hardy Strauss Inc. | 14,602 | $112 | 12/31/2023 | HFRO | 14,602 | $112 | 12/31/2023 | Jackson Wealth Management LLC | 13,237 | $102 | 12/31/2023 | HFRO | 13,237 | $102 | 12/31/2023 | Comerica Bank | 13,146 | $101 | 12/31/2023 | HFRO | 13,146 | $101 | 12/31/2023 | Nomura Holdings Inc. | 10,950 | $84 | 12/31/2023 | HFRO | 10,950 | $84 | 12/31/2023 | Citadel Advisors LLC | 10,988 | $84 | 12/31/2023 | HFRO | 10,988 | $84 | 12/31/2023 | Inscription Capital LLC | 11,914 | $80 | 03/31/2024 | HFRO | 11,914 | $80 | 03/31/2024 | Spire Wealth Management | 7,758 | $55 | 03/31/2024 | HFRO | 7,758 | $55 | 03/31/2024 | US Bancorp DE | 4,403 | $34 | 12/31/2023 | HFRO | 4,403 | $34 | 12/31/2023 | Principal Securities Inc. | 4,108 | $32 | 12/31/2023 | HFRO | 4,108 | $32 | 12/31/2023 | Advisory Services Network LLC | 2,589 | $20 | 12/31/2023 | HFRO | 2,589 | $20 | 12/31/2023 | Bank of America Corp DE | 2,339 | $18 | 12/31/2023 | HFRO | 2,339 | $18 | 12/31/2023 | Creative Financial Designs Inc. ADV | 2,363 | $18 | 12/31/2023 | HFRO | 2,363 | $18 | 12/31/2023 | Blue Bell Private Wealth Management LLC | 2,344 | $16 | 03/31/2024 | HFRO | 2,344 | $16 | 03/31/2024 | AlphaMark Advisors LLC | 1,841 | $13 | 03/31/2024 | HFRO | 1,841 | $13 | 03/31/2024 | Byrne Asset Management LLC | 1,800 | $13 | 03/31/2024 | HFRO | 1,800 | $13 | 03/31/2024 | Bessemer Group Inc. | 1,540 | $12 | 12/31/2023 | HFRO | 1,540 | $12 | 12/31/2023 | IFP Advisors Inc | 1,051 | $8 | 12/31/2023 | HFRO | 1,051 | $8 | 12/31/2023 | Raleigh Capital Management Inc. | 1,100 | $8 | 12/31/2023 | HFRO | 1,100 | $8 | 12/31/2023 | GWM Advisors LLC | 811 | $6 | 12/31/2023 | HFRO | 811 | $6 | 12/31/2023 | JNBA Financial Advisors | 660 | $5 | 03/31/2024 | HFRO | 660 | $5 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 459 | $4 | 12/31/2023 | HFRO | 459 | $4 | 12/31/2023 | Concord Wealth Partners | 543 | $4 | 12/31/2023 | HFRO | 543 | $4 | 12/31/2023 | Sound Income Strategies LLC | 382 | $3 | 03/31/2024 | HFRO | 382 | $3 | 03/31/2024 | Caldwell Sutter Capital Inc. | 285 | $2 | 03/31/2024 | HFRO | 285 | $2 | 03/31/2024 | Cedar Mountain Advisors LLC | 82 | $1 | 03/31/2024 | HFRO | 82 | $1 | 03/31/2024 | Tower Research Capital LLC TRC | 148 | $1 | 12/31/2023 | HFRO | 148 | $1 | 12/31/2023 | FMR LLC | 1 | $0 | 12/31/2023 | HFRO | 1 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | HFRO | 0 | $0 | 12/31/2023 | Plante Moran Financial Advisors LLC | 0 | $0 | 12/31/2023 | HFRO | 0 | $0 | 12/31/2023 | Coppell Advisory Solutions LLC | 8 | $0 | 12/31/2023 | HFRO | 8 | $0 | 12/31/2023 |
See Summary: Institutional Holders of HFRO
See Details: Top 10 Hedge Funds Holding HFRO
Also See: HFRO Insider Buying
Also See: HFRO Holdings Changes
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