SIA
SPE

SkyView Investment Advisors’s Special Opportunities Fund SPE Stock Holding History

SkyView Investment Advisors’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-31,323
Closed -$391K – 330
2024
Q2 		$391K Sell
31,323
-2,688
-8% -$32.7K 0.07% 225
2024
Q1 		$411K Buy
+34,011
New +$396K 0.08% 215
2023
Q4 		– Sell
-34,011
Closed -$355K – 440
2023
Q3 		$355K Hold
34,011
– – 0.14% 199
2023
Q2 		$365K Buy
34,011
+15,702
+86% +$164K 0.09% 277
2023
Q1 		$191K Buy
+18,309
New +$200K 0.04% 350
2022
Q3 		– Sell
-3,246
Closed -$38K – 577
2022
Q2 		$38K Sell
3,246
-2,149
-40% -$27.8K 0.01% 463
2022
Q1 		$77K Sell
5,395
-16,347
-75% -$231K 0.02% 458
2021
Q4 		$321K Sell
21,742
-30,391
-58% -$455K 0.07% 319
2021
Q3 		$765K Buy
+52,133
New +$774K 0.22% 129

Other funds holding SPE

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

SkyView Investment Advisors's SPE Position: Q3 2024 in Review

SkyView Investment Advisors sold out of Special Opportunities Fund (SPE) in Q3 2024, closing a stake of 31,323 shares — an estimated $391K sold.

SkyView Investment Advisors first reported a position in SPE in Q3 2021 and held it in 9 quarters. The position peaked at $765K in Q3 2021. 37 funds tracked by Wall St. Rank hold SPE as of Q3 2024.

  • SkyView Investment Advisors reported no remaining Special Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • SkyView Investment Advisors sold 31,323 Special Opportunities Fund shares in Q3 2024, an estimated $391K.
  • SkyView Investment Advisors first reported a position in Special Opportunities Fund in Q3 2021 and held it in 9 quarters.
  • SkyView Investment Advisors's Special Opportunities Fund position peaked at $765K in Q3 2021.
  • 37 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q3 2024.

Based on SkyView Investment Advisors's 13F filing for Q3 2024, filed 21 Nov 2024.