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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 $38.9M invested in Special Opportunities Fund Inc 2.75% Series C Preferred Stock in 2023 Q3 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, 5 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 9 → 9 (0)

2% less capital invested

Capital invested by funds: $39.9M → $38.9M (-$993K)

1.12% less ownership

Funds ownership: 68.59% → 67.47% (-1.1%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 5

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
–
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$372K
2
KWA
KCS Wealth Advisory
California
-$127K
3
UBS Group
UBS Group
Switzerland
-$91.6K
4
CL
CSS LLC
Illinois
-$52.5K
5
Wells Fargo
Wells Fargo
California
-$5.94K

SPE.PRC Hedge Fund Activity: Q3 2023 in Review

9 of the 6,304 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 2023, worth a combined $38.9M — down 2.5% from $39.9M a quarter earlier.

Fund positioning in SPE.PRC was balanced in Q3 2023: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 5 trimmed.

The largest seller was Relative Value Partners Group, cutting an estimated $372K.

  • 9 institutional investors held Special Opportunities Fund Inc 2.75% Series C Preferred Stock (SPE.PRC) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $38.9M of Special Opportunities Fund Inc 2.75% Series C Preferred Stock stock for Q3 2023, down 2.5% quarter-over-quarter.
  • 0 funds opened new Special Opportunities Fund Inc 2.75% Series C Preferred Stock positions in Q3 2023 and 0 closed out.
  • The largest Special Opportunities Fund Inc 2.75% Series C Preferred Stock seller in Q3 2023 was Relative Value Partners Group, an estimated $372K sold.

Based on aggregated 13F filings for Q3 2023.