SPE

Special Opportunities Fund
SPE

Overview Fund Activity

29 hedge funds and large institutions have $58.3M invested in Special Opportunities Fund in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
3
Increased
6
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIMG
1
Financial & Investment Management Group
Michigan
$1.86M
2
RCM
2
Rivernorth Capital Management
Florida
$2.09M
3
Citigroup
3
Citigroup
New York
$86K
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$3.87M
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$35K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$30.5M
2
HK
2
Horizon Kinetics
New York
$1.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.13M
4
SFS
4
Shaker Financial Services
Virginia
$841K
5
AA
5
Ancora Advisors
Ohio
$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wealthspire Advisors (Maryland)
Maryland
$23K – – –
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$14K -$6.11K -484 -30%
TRCT
28
Tower Research Capital (TRC)
New York
$1K -$1.66K -166 -62%
BFM
29
Boothbay Fund Management
New York
– -$246K -18,639 Closed
IA
30
IFP Advisors
Florida
– -$165K -12,468 Closed
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
– -$151K -11,458 Closed
Creative Planning
32
Creative Planning
Kansas
– -$12K -945 Closed
1
2