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SPE.PRC

Special Opportunities Fund Inc 2.75% Series C Preferred Stock
SPE.PRC

9 hedge funds and large institutions have $40.3M invested in Special Opportunities Fund Inc 2.75% Series C Preferred Stock in 2023 Q1 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 4 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $40.1M → $40.3M (+$201K)

0% more funds holding

Funds holding: 9 → 9 (0)

0.09% less ownership

Funds ownership: 69.58% → 69.49% (-0.09%)

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
9
Holders Change
–
Holders Change %
0%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$31.7K

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$57.2K
2
KWA
KCS Wealth Advisory
California
-$11.6K
3
Wells Fargo
Wells Fargo
California
-$9.54K
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$3.04K

SPE.PRC Hedge Fund Activity: Q1 2023 in Review

9 of the 6,279 institutional investors tracked by Wall St. Rank reported a position in Special Opportunities Fund Inc 2.75% Series C Preferred Stock (SPE.PRC) for Q1 2023, worth a combined $40.3M — up 0.5% from $40.1M a quarter earlier.

Fund positioning in SPE.PRC was balanced in Q1 2023: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 4 trimmed.

The largest buyer was UBS Group, adding an estimated $31.7K. The largest seller was Relative Value Partners Group, cutting an estimated $57.2K.

  • 9 institutional investors held Special Opportunities Fund Inc 2.75% Series C Preferred Stock (SPE.PRC) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $40.3M of Special Opportunities Fund Inc 2.75% Series C Preferred Stock stock for Q1 2023, up 0.5% quarter-over-quarter.
  • 0 funds opened new Special Opportunities Fund Inc 2.75% Series C Preferred Stock positions in Q1 2023 and 0 closed out.
  • The largest Special Opportunities Fund Inc 2.75% Series C Preferred Stock buyer in Q1 2023 was UBS Group, an estimated $31.7K added.
  • The largest Special Opportunities Fund Inc 2.75% Series C Preferred Stock seller in Q1 2023 was Relative Value Partners Group, an estimated $57.2K sold.

Based on aggregated 13F filings for Q1 2023.