Special Opportunities Fund Inc 2.75% Series C Preferred Stock
SPE.PRC
9 hedge funds and large institutions have $39.7M invested in Special Opportunities Fund Inc 2.75% Series C Preferred Stock in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
368% more capital invested
Capital invested by funds: $8.49M → $39.7M (+$31.2M)
51.46% more ownership
Funds ownership: 14.43% → 65.88% (+51%)
13% more funds holding
Funds holding: 8 → 9 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$30.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$61K |
| 3 |
Morgan Stanley
New York
|
+$23 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
CSS LLC
Chicago,
Illinois
|
-$117K |
| 2 |
GCWM
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
-$3.39K |
SPE.PRC Hedge Fund Activity: Q3 2024 in Review
9 of the 6,971 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 2024, worth a combined $39.7M — up 368% from $8.49M 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 2 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $30.6M. The largest seller was CSS LLC, cutting an estimated $117K.
- 9 institutional investors held Special Opportunities Fund Inc 2.75% Series C Preferred Stock (SPE.PRC) as of Q3 2024, up from 8 in Q2 2024.
- Funds reported $39.7M of Special Opportunities Fund Inc 2.75% Series C Preferred Stock stock for Q3 2024, up 368% quarter-over-quarter.
- 1 fund opened new Special Opportunities Fund Inc 2.75% Series C Preferred Stock positions in Q3 2024 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 2024 was Kovitz Investment Group Partners, an estimated $30.6M added.
- The largest Special Opportunities Fund Inc 2.75% Series C Preferred Stock seller in Q3 2024 was CSS LLC, an estimated $117K sold.
Based on aggregated 13F filings for Q3 2024.