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SPE.PRC

Special Opportunities Fund Inc 2.75% Series C Preferred Stock

9 hedge funds and large institutions have $41.3M invested in Special Opportunities Fund Inc 2.75% Series C Preferred Stock in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding

Funds holding: 89 (+1)

0.61% more ownership

Funds ownership: 69.48%70.09% (+0.61%)

2% less capital invested

Capital invested by funds: $42.2M → $41.3M (-$910K)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
2
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change

SPE.PRC Hedge Fund Activity: Q3 2022 in Review

9 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Special Opportunities Fund Inc 2.75% Series C Preferred Stock (SPE.PRC) for Q3 2022, worth a combined $41.3M — down 2.2% from $42.2M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new SPE.PRC positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.

The largest buyer was KCS Wealth Advisory, opening a new position worth an estimated $756K. The largest seller was Relative Value Partners Group, cutting an estimated $488K.

  • 9 institutional investors held Special Opportunities Fund Inc 2.75% Series C Preferred Stock (SPE.PRC) as of Q3 2022, up from 8 in Q2 2022.
  • Funds reported $41.3M of Special Opportunities Fund Inc 2.75% Series C Preferred Stock stock for Q3 2022, down 2.2% quarter-over-quarter.
  • 1 fund opened new Special Opportunities Fund Inc 2.75% Series C Preferred Stock positions in Q3 2022 and 0 closed out, a net change of +1 holder.
  • The largest Special Opportunities Fund Inc 2.75% Series C Preferred Stock buyer in Q3 2022 was KCS Wealth Advisory, an estimated $756K added.
  • The largest Special Opportunities Fund Inc 2.75% Series C Preferred Stock seller in Q3 2022 was Relative Value Partners Group, an estimated $488K sold.

Based on aggregated 13F filings for Q3 2022.