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Funds Holding HFRO

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley4,514,355$34,715 12/31/2023
     HFRO4,514,355$34,715 12/31/2023
Thomas J. Herzfeld Advisors Inc.3,024,092$23,255 12/31/2023
     HFRO3,024,092$23,255 12/31/2023
Raymond James & Associates2,577,788$18,122 03/31/2024
     HFRO2,577,788$18,122 03/31/2024
Royal Bank of Canada1,843,467$14,176 12/31/2023
     HFRO1,843,467$14,176 12/31/2023
LPL Financial LLC1,443,350$11,099 12/31/2023
     HFRO1,443,350$11,099 12/31/2023
Envestnet Asset Management Inc.1,393,258$10,714 12/31/2023
     HFRO1,393,258$10,714 12/31/2023
Invesco Ltd.1,234,664$9,495 12/31/2023
     HFRO1,234,664$9,495 12/31/2023
Penserra Capital Management LLC984,333$7,569 12/31/2023
     HFRO984,333$7,569 12/31/2023
Highland Capital Management Fund Advisors L.P.918,047$7,060 12/31/2023
     HFRO918,047$7,060 12/31/2023
Cambridge Investment Research Advisors Inc.828,772$5,826 03/31/2024
     HFRO828,772$5,826 03/31/2024
Oppenheimer & Co. Inc.674,116$5,184 12/31/2023
     HFRO674,116$5,184 12/31/2023
Commonwealth Equity Services LLC578,293$4,447 12/31/2023
     HFRO578,293$4,447 12/31/2023
Camelot Portfolios LLC548,053$4,215 12/31/2023
     HFRO548,053$4,215 12/31/2023
IHT Wealth Management LLC509,630$3,919 12/31/2023
     HFRO509,630$3,919 12/31/2023
Wells Fargo & Company MN458,043$3,522 12/31/2023
     HFRO458,043$3,522 12/31/2023
Landscape Capital Management L.L.C.397,800$3,059 12/31/2023
     HFRO397,800$3,059 12/31/2023
Geneos Wealth Management Inc.385,175$2,962 12/31/2023
     HFRO385,175$2,962 12/31/2023
Amundi367,181$2,824 12/31/2023
     HFRO367,181$2,824 12/31/2023
Nations Financial Group Inc. IA ADV374,510$2,633 03/31/2024
     HFRO374,510$2,633 03/31/2024
HighTower Advisors LLC342,067$2,618 12/31/2023
     HFRO342,067$2,618 12/31/2023
Bulldog Investors LLC310,059$2,384 12/31/2023
     HFRO310,059$2,384 12/31/2023
Advisor Group Holdings Inc.285,341$2,194 12/31/2023
     HFRO285,341$2,194 12/31/2023
Matisse Capital285,000$2,192 12/31/2023
     HFRO285,000$2,192 12/31/2023
CNH Partners LLC212,709$1,636 12/31/2023
     HFRO212,709$1,636 12/31/2023
BOKF NA204,628$1,574 12/31/2023
     HFRO204,628$1,574 12/31/2023
Park Avenue Securities LLC178,349$1,254 03/31/2024
     HFRO178,349$1,254 03/31/2024
Aristides Capital LLC134,616$1,035 12/31/2023
     HFRO134,616$1,035 12/31/2023
Icon Advisers Inc. Co.128,733$990 12/31/2023
     HFRO128,733$990 12/31/2023
Marks Group Wealth Management Inc118,805$914 12/31/2023
     HFRO118,805$914 12/31/2023
Creative Planning105,714$813 12/31/2023
     HFRO105,714$813 12/31/2023
Janney Montgomery Scott LLC99,955$769 12/31/2023
     HFRO99,955$769 12/31/2023
Prevail Innovative Wealth Advisors LLC94,079$723 12/31/2023
     HFRO94,079$723 12/31/2023
Truist Financial Corp88,253$679 12/31/2023
     HFRO88,253$679 12/31/2023
Arete Wealth Advisors LLC87,613$674 12/31/2023
     HFRO87,613$674 12/31/2023
Qube Research & Technologies Ltd84,179$647 12/31/2023
     HFRO84,179$647 12/31/2023
Kingsview Wealth Management LLC83,223$640 12/31/2023
     HFRO83,223$640 12/31/2023
Baird Financial Group Inc.70,775$544 12/31/2023
     HFRO70,775$544 12/31/2023
Arlington Capital Management Inc.70,725$497 03/31/2024
     HFRO70,725$497 03/31/2024
Samalin Investment Counsel LLC51,463$396 12/31/2023
     HFRO51,463$396 12/31/2023
Knightsbridge Asset Management LLC50,559$389 12/31/2023
     HFRO50,559$389 12/31/2023
SFI Advisors LLC45,046$346 12/31/2023
     HFRO45,046$346 12/31/2023
Marathon Trading Investment Management LLC42,500$327 12/31/2023
     HFRO42,500$327 12/31/2023
Envestnet Portfolio Solutions Inc.40,981$315 12/31/2023
     HFRO40,981$315 12/31/2023
Rockefeller Capital Management L.P.40,863$314 12/31/2023
     HFRO40,863$314 12/31/2023
Lido Advisors LLC40,318$310 12/31/2023
     HFRO40,318$310 12/31/2023
Atria Wealth Solutions Inc.39,258$302 12/31/2023
     HFRO39,258$302 12/31/2023
Edge Financial Advisors LLC40,084$282 03/31/2024
     HFRO40,084$282 03/31/2024
MidWestOne Financial Group Inc.36,578$281 12/31/2023
     HFRO36,578$281 12/31/2023
National Asset Management Inc.33,208$255 12/31/2023
     HFRO33,208$255 12/31/2023
Stephens Inc. AR32,086$247 12/31/2023
     HFRO32,086$247 12/31/2023
Cetera Investment Advisers31,419$242 12/31/2023
     HFRO31,419$242 12/31/2023
Avantax Advisory Services Inc.31,355$241 12/31/2023
     HFRO31,355$241 12/31/2023
Moloney Securities Asset Management LLC $236 12/31/2023
     HFRO.PRA12,431$236 12/31/2023
Raymond James Trust N.A.32,662$230 03/31/2024
     HFRO32,662$230 03/31/2024
Integrated Capital Management Inc.32,033$225 03/31/2024
     HFRO32,033$225 03/31/2024
UBS Group AG29,231$225 12/31/2023
     HFRO29,231$225 12/31/2023
Melfa Wealth Management LLC31,895$224 03/31/2024
     HFRO31,895$224 03/31/2024
Captrust Financial Advisors28,749$221 12/31/2023
     HFRO28,749$221 12/31/2023
Kestra Advisory Services LLC27,729$213 12/31/2023
     HFRO27,729$213 12/31/2023
Steward Partners Investment Advisory LLC27,479$211 12/31/2023
     HFRO27,479$211 12/31/2023
Scotia Capital Inc.26,796$206 12/31/2023
     HFRO26,796$206 12/31/2023
True North Advisors LLC28,615$201 03/31/2024
     HFRO28,615$201 03/31/2024
Private Advisor Group LLC25,287$194 12/31/2023
     HFRO25,287$194 12/31/2023
Jane Street Group LLC25,166$194 12/31/2023
     HFRO25,166$194 12/31/2023
MONECO Advisors LLC25,824$182 03/31/2024
     HFRO25,824$182 03/31/2024
CSS LLC IL22,072$170 12/31/2023
     HFRO22,072$170 12/31/2023
CTC Alternative Strategies Ltd.17,624$136 12/31/2023
     HFRO17,624$136 12/31/2023
One Charles Private Wealth Services LLC17,248$133 12/31/2023
     HFRO17,248$133 12/31/2023
Cresset Asset Management LLC17,000$131 12/31/2023
     HFRO17,000$131 12/31/2023
Keystone Wealth Services LLC18,209$128 03/31/2024
     HFRO18,209$128 03/31/2024
MML Investors Services LLC15,913$122 12/31/2023
     HFRO15,913$122 12/31/2023
Channel Wealth LLC17,062$120 03/31/2024
     HFRO17,062$120 03/31/2024
Beacon Financial Advisory LLC15,482$119 12/31/2023
     HFRO15,482$119 12/31/2023
Capital Investment Advisory Services LLC16,810$118 03/31/2024
     HFRO16,810$118 03/31/2024
Verition Fund Management LLC15,000$115 12/31/2023
     HFRO15,000$115 12/31/2023
Pekin Hardy Strauss Inc.14,602$112 12/31/2023
     HFRO14,602$112 12/31/2023
Jackson Wealth Management LLC13,237$102 12/31/2023
     HFRO13,237$102 12/31/2023
Comerica Bank13,146$101 12/31/2023
     HFRO13,146$101 12/31/2023
Nomura Holdings Inc.10,950$84 12/31/2023
     HFRO10,950$84 12/31/2023
Citadel Advisors LLC10,988$84 12/31/2023
     HFRO10,988$84 12/31/2023
Inscription Capital LLC11,914$80 03/31/2024
     HFRO11,914$80 03/31/2024
Spire Wealth Management7,758$55 03/31/2024
     HFRO7,758$55 03/31/2024
US Bancorp DE4,403$34 12/31/2023
     HFRO4,403$34 12/31/2023
Principal Securities Inc.4,108$32 12/31/2023
     HFRO4,108$32 12/31/2023
Advisory Services Network LLC2,589$20 12/31/2023
     HFRO2,589$20 12/31/2023
Bank of America Corp DE2,339$18 12/31/2023
     HFRO2,339$18 12/31/2023
Creative Financial Designs Inc. ADV2,363$18 12/31/2023
     HFRO2,363$18 12/31/2023
Blue Bell Private Wealth Management LLC2,344$16 03/31/2024
     HFRO2,344$16 03/31/2024
AlphaMark Advisors LLC1,841$13 03/31/2024
     HFRO1,841$13 03/31/2024
Byrne Asset Management LLC1,800$13 03/31/2024
     HFRO1,800$13 03/31/2024
Bessemer Group Inc.1,540$12 12/31/2023
     HFRO1,540$12 12/31/2023
IFP Advisors Inc1,051$8 12/31/2023
     HFRO1,051$8 12/31/2023
Raleigh Capital Management Inc.1,100$8 12/31/2023
     HFRO1,100$8 12/31/2023
GWM Advisors LLC811$6 12/31/2023
     HFRO811$6 12/31/2023
JNBA Financial Advisors660$5 03/31/2024
     HFRO660$5 03/31/2024
Northwestern Mutual Wealth Management Co.459$4 12/31/2023
     HFRO459$4 12/31/2023
Concord Wealth Partners543$4 12/31/2023
     HFRO543$4 12/31/2023
Sound Income Strategies LLC382$3 03/31/2024
     HFRO382$3 03/31/2024
Caldwell Sutter Capital Inc.285$2 03/31/2024
     HFRO285$2 03/31/2024
Cedar Mountain Advisors LLC82$1 03/31/2024
     HFRO82$1 03/31/2024
Tower Research Capital LLC TRC 148$1 12/31/2023
     HFRO148$1 12/31/2023
FMR LLC1$0 12/31/2023
     HFRO1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     HFRO0$0 12/31/2023
Plante Moran Financial Advisors LLC0$0 12/31/2023
     HFRO0$0 12/31/2023
Coppell Advisory Solutions LLC8$0 12/31/2023
     HFRO8$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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