SPE

Special Opportunities Fund
SPE

Overview Fund Activity

31 hedge funds and large institutions have $58.1M invested in Special Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
4
Increased
10
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$746K
2
BBPWM
2
Blue Bell Private Wealth Management
Pennsylvania
$4.01M
3
RVPG
3
Relative Value Partners Group
$27.9M
4
SIA
4
Sit Investment Associates
Minnesota
$6.88M
5
FIMG
5
Financial & Investment Management Group
Michigan
$544K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$5.1M
2
VF
2
Virtu Financial
New York
$0
3
HK
3
Horizon Kinetics
New York
$606K
4
AA
4
Ancora Advisors
Ohio
$4.21M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$830K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wealthspire Advisors (Maryland)
Maryland
$21K – – –
JFA
27
JNBA Financial Advisors
Minnesota
$11K +$11K +750 New
Bank of America
28
Bank of America
North Carolina
$9K -$3.77K -260 -30%
FANJ
29
Financial Architects (New Jersey)
New Jersey
$9K – – –
IA
30
IFP Advisors
Florida
$8K -$72.6K -4,939 -90%
Walleye Trading
31
Walleye Trading
New York
$219 +$219 +14,746 New
VF
32
Virtu Financial
New York
– -$248K -15,672 Closed
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
– -$47K -2,968 Closed
GRP
34
Global Retirement Partners
California
– -$27K -1,694 Closed
1
2