SPE

Special Opportunities Fund
SPE

Overview Fund Activity

26 hedge funds and large institutions have $75.5M invested in Special Opportunities Fund in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
3
Increased
8
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Ancora Advisors
Ohio
$6.36M
2
SIA
Sit Investment Associates
Minnesota
$6.7M
3
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$4.53M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$378K
5
MFS
MSI Financial Services
Massachusetts
$253K

Top Sellers

1
HK
Horizon Kinetics
New York
$4.1M
2
KIA
King Investment Advisors
Texas
$0
3
WAM
Wolverine Asset Management
Illinois
$0
4
UBS Group
UBS Group
Switzerland
$195K
5
Morgan Stanley
Morgan Stanley
New York
$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$14K +$1.57K +100 +13%
KIA
27
King Investment Advisors
Texas
– -$223K -14,308 Closed
WAM
28
Wolverine Asset Management
Illinois
– -$80K -5,238 Closed
CFA
29
Carroll Financial Associates
North Carolina
– -$19K -1,200 Closed
Barclays
30
Barclays
United Kingdom
– -$1K -95 Closed
1
2