SPE.PRC

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

11 hedge funds and large institutions have $41.7M invested in Special Opportunities Fund Inc 2.75% Series C Preferred Stock in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

Holders
11
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$557K
2
+$540K
3
+$304K
4
GC
GatePass Capital
Ohio
+$255K
5
Morgan Stanley
Morgan Stanley
New York
+$25

Top Sellers

1
-$9.42M
2
-$721K
3
-$522K
4
UBS Group
UBS Group
Switzerland
-$478K
5
Wells Fargo
Wells Fargo
California
-$24.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$27.8M
CL
2
CSS LLC
Illinois
$8.55M
GC
3
GatePass Capital
Ohio
$3.56M
BHPW
4
Beverly Hills Private Wealth
California
$793K
Wells Fargo
5
Wells Fargo
California
$456K
AFC
6
Avise Financial Cooperative
California
$302K
UBS Group
7
UBS Group
Switzerland
$196K
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$69.2K
Morgan Stanley
9
Morgan Stanley
New York
$16K
Osaic Holdings
10
Osaic Holdings
Arizona
$7.32K
WC
11
Winmill & Co
New York
$4.97K
SMA
12
Seven Mile Advisory
New Jersey
–
GCWM
13
Graham Capital Wealth Management
District of Columbia
–