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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.
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 |
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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