Highland Opportunities and Income Ord SEC Filings

HFRO NYSE

Welcome to our dedicated page for Highland Opportunities and Income Ord SEC filings (Ticker: HFRO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Picking through a closed-end fund’s 300-page disclosure can feel like forensic accounting—especially when that fund is Highland Opportunities and Income Fund (HFRO), with leverage, portfolio swaps, and discount-to-NAV tactics threaded into every note. If you’ve ever typed “where can I find Highland Opportunities and Income Fund insider trading Form 4 transactions” or hunted for exchange-offer terms, you know how time-consuming EDGAR searches can be.

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08/04/2025 07:19 AM

Filing

[SCHEDULE 13D] Highland Opportunities and Income Fund SEC Filing

Rhea-AI Summary

Saba Capital Management, L.P., its general partner and founder Boaz R. Weinstein disclosed a new 5.05 % stake in Highland Opportunities and Income Fund (HFRO) via Schedule 13D dated 08/01/2025. The group owns 2,792,709 common shares, accumulated in open-market purchases costing about $13.93 million, based on 55.33 million shares outstanding as of 04/30/2025.

Saba believes HFRO is undervalued and may pursue activist measures. Item 4 states potential engagement with management and the board on discount-to-NAV, governance, capitalization, open- versus closed-end structure, or liquidation timing. Future actions could include additional buying or selling, proxy solicitations, or board nominations. No criminal or civil proceedings are disclosed against the reporting persons, and no agreements exist beyond a routine joint-filing agreement.

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FAQ

What is the current stock price of Highland Opportunities and Income Ord (HFRO)?

The current stock price of Highland Opportunities and Income Ord (HFRO) is $5.28 as of August 1, 2025.

What is the market cap of Highland Opportunities and Income Ord (HFRO)?

The market cap of Highland Opportunities and Income Ord (HFRO) is approximately 292.1M.

What is the primary focus of HFRO?

HFRO is a closed-end investment fund focused on achieving a mix of capital growth and income generation through a diversified portfolio.

How does HFRO generate its returns?

The fund employs a multi-sector investment strategy, investing in industries such as financial services, communication, energy, healthcare, and materials to manage risk and capture growth opportunities.

What is the significance of the exchange offer?

The exchange offer is an initiative designed to narrow the discount between the market price and NAV by allowing shareholders to exchange common shares for preferred shares under structured terms.

How does HFRO manage risk?

Risk management is achieved through portfolio diversification across multiple sectors and active management strategies that monitor and adjust exposures based on market conditions.

Who manages the Highland Opportunities and Income Fund?

The fund is managed by a team of experienced investment professionals under the guidance of a designated investment adviser, ensuring rigorous analysis and disciplined management.

What industries does HFRO invest in?

HFRO’s portfolio includes investments in a broad range of industries such as financial services, communication services, energy, healthcare, and materials, among others.

How does HFRO ensure transparency with its investors?

The fund maintains transparency through regular communications, detailed shareholder reports, and structured disclosures that keep investors informed about strategic initiatives and portfolio performance.

What differentiates HFRO from other closed-end funds?

HFRO distinguishes itself through its dual focus on income and capital growth, its proactive measures such as the exchange offer, and a diversified investment strategy designed to manage market volatility.

Is HFRO suitable for investors seeking stable income?

Yes, HFRO is structured to provide regular income distributions alongside potential capital appreciation, making it an option for investors looking for a balanced investment approach.

How does HFRO address market inefficiencies like the discount to NAV?

The fund actively implements strategies such as share repurchase programs and exchange offers to minimize the gap between market price and NAV, enhancing overall shareholder value.