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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.

New
Increased
Maintained
Reduced
Closed

25,428% more capital inflows, than outflows

Capital inflows: $30.7M | Capital outflows: $120K

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

Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$30.6M
2
UBS Group
UBS Group
Switzerland
+$61K
3
Morgan Stanley
Morgan Stanley
New York
+$23

Top Sellers

Rank Fund Capital Flow
1
CL
CSS LLC
Illinois
-$117K
2
Graham Capital Wealth Management
Graham Capital Wealth Management
District of Columbia
-$3.39K

SPE.PRC Hedge Fund Activity: Q3 2024 in Review

9 of the 6,985 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.