SPE

Special Opportunities Fund
SPE

Overview Fund Activity

30 hedge funds and large institutions have $61.5M invested in Special Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
11
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
$6.14M
2
LCM
Laurion Capital Management
New York
$456K
3
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$3.95M
4
VF
Virtu Financial
New York
$248K
5
SIA
Sit Investment Associates
Minnesota
$7.12M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$1.48M
2
RVPG
Relative Value Partners Group
$29.2M
3
FFA
First Foundation Advisors
California
$0
4
HK
Horizon Kinetics
New York
$821K
5
WAM
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
26
Chicago Partners Investment Group
Illinois
$31K +$31K +1,937 New
GRP
27
Global Retirement Partners
California
$27K +$27K +1,694 New
WAM
28
Wealthspire Advisors (Maryland)
Maryland
$23K – – –
Bank of America
29
Bank of America
North Carolina
$14K -$24.7K -1,554 -64%
FANJ
30
Financial Architects (New Jersey)
New Jersey
$9K – – –
FFA
31
First Foundation Advisors
California
– -$209K -13,734 Closed
WAM
32
Wolverine Asset Management
Illinois
– -$127K -8,406 Closed
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