Special Opportunities Fund Inc 2.75% Series C Preferred Stock
SPE.PRC
7 hedge funds and large institutions have $38.4M invested in Special Opportunities Fund Inc 2.75% Series C Preferred Stock in 2023 Q4 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
1% less capital invested
Capital invested by funds: $38.9M → $38.4M (-$518K)
1.4% less ownership
Funds ownership: 67.47% → 66.07% (-1.4%)
22% less funds holding
Funds holding: 9 → 7 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
CSS LLC
Chicago,
Illinois
|
+$34.7K |
| 2 |
Morgan Stanley
New York
|
+$29K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$160K |
| 2 |
RVPG
Relative Value Partners Group
|
-$80.9K |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$69.4K |
SPE.PRC Hedge Fund Activity: Q4 2023 in Review
7 of the 6,865 institutional investors tracked by Wall St. Rank reported a position in Special Opportunities Fund Inc 2.75% Series C Preferred Stock (SPE.PRC) for Q4 2023, worth a combined $38.4M — down 1.3% from $38.9M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SPE.PRC and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was CSS LLC, adding an estimated $34.7K. The largest seller was UBS Group, cutting an estimated $160K.
- 7 institutional investors held Special Opportunities Fund Inc 2.75% Series C Preferred Stock (SPE.PRC) as of Q4 2023, down from 9 in Q3 2023.
- Funds reported $38.4M of Special Opportunities Fund Inc 2.75% Series C Preferred Stock stock for Q4 2023, down 1.3% quarter-over-quarter.
- 0 funds opened new Special Opportunities Fund Inc 2.75% Series C Preferred Stock positions in Q4 2023 and 1 closed out, a net change of -1 holder.
- The largest Special Opportunities Fund Inc 2.75% Series C Preferred Stock buyer in Q4 2023 was CSS LLC, an estimated $34.7K added.
- The largest Special Opportunities Fund Inc 2.75% Series C Preferred Stock seller in Q4 2023 was UBS Group, an estimated $160K sold.
Based on aggregated 13F filings for Q4 2023.