SPE

Special Opportunities Fund
SPE

Overview Fund Activity

28 hedge funds and large institutions have $54.6M invested in Special Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
10
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$1.65M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$751K
3
RVPG
3
Relative Value Partners Group
$28.1M
4
WPA
4
Winning Points Advisors
Florida
$796K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$351K

Top Sellers

1
HK
1
Horizon Kinetics
New York
$959K
2
BBPWM
2
Blue Bell Private Wealth Management
Pennsylvania
$3.17M
3
Bank of America
3
Bank of America
North Carolina
$33K
4
RCM
4
Rivernorth Capital Management
Florida
$3.21M
5
AA
5
Ancora Advisors
Ohio
$4.27M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
26
Wealthspire Advisors (Maryland)
Maryland
$21K 1,443 – –
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$13K 910 – –
FANJ
28
Financial Architects (New Jersey)
New Jersey
$8K 575 +32 +6%
Creative Planning
29
Creative Planning
Kansas
– – -250 Closed
Citigroup
30
Citigroup
New York
– – -14 Closed
1
2