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Institutional Holders of HFRO

There is a long list of 104 institutional holders of HFRO within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of HFRO by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-HFRO table below, the initial column indicates the name of each top institutional holder of HFRO, with a link to that fund's top holdings. The next columns indicate the amount of HFRO stock held by each of the institutional holders of HFRO, followed by the HFRO position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

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

See All: Funds Holding HFRO
See Details: Top 10 Hedge Funds Holding HFRO
Also See: HFRO Insider Buying
Also See: HFRO Holdings Changes

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