SPE

Special Opportunities Fund
SPE

Overview Fund Activity

27 hedge funds and large institutions have $80.8M invested in Special Opportunities Fund in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
3
Increased
9
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Bares Capital Management
Texas
$1.21M
2
HK
2
Horizon Kinetics
New York
$12.1M
3
SFS
3
Shaker Financial Services
Virginia
$2.45M
4
SIA
4
Sit Investment Associates
Minnesota
$2.42M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.23M

Top Sellers

1
CL
1
CSS LLC
Illinois
$4.22M
2
BBPWM
2
Blue Bell Private Wealth Management
Pennsylvania
$4.56M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$0
4
AA
4
Ancora Advisors
Ohio
$5.83M
5
PCM
5
Prelude Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$13K – – –
Citigroup
27
Citigroup
New York
$11K +$11K +633 New
TJHA
28
Thomas J. Herzfeld Advisors
Florida
– -$190K -11,387 Closed
PCM
29
Prelude Capital Management
New York
– -$60K -3,570 Closed
GSC
30
Ground Swell Capital
South Carolina
– -$3K -166 Closed
1
2