SPE

Special Opportunities Fund
SPE

Overview Fund Activity

30 hedge funds and large institutions have $59.2M invested in Special Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
–
Increased
11
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$1.48M
2
RCM
Rivernorth Capital Management
Florida
+$355K
3
AA
Ancora Advisors
Ohio
+$292K
4
FIMG
Financial & Investment Management Group
Michigan
+$166K
5
RVPG
Relative Value Partners Group
+$71.5K

Top Sellers

1
LCM
Laurion Capital Management
New York
-$562K
2
HK
Horizon Kinetics
New York
-$329K
3
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$115K
4
CA
Calton & Associates
Florida
-$96K
5
Wells Fargo
Wells Fargo
California
-$30.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wealthspire Advisors (Maryland)
Maryland
$11K -$10.7K -712 -49%
JFA
27
JNBA Financial Advisors
Minnesota
$11K – – –
FANJ
28
Financial Architects (New Jersey)
New Jersey
$9K +$720 +50 +9%
Bank of America
29
Bank of America
North Carolina
$8K -$1.32K -88 -14%
IA
30
IFP Advisors
Florida
$8K – – –
CA
31
Calton & Associates
Florida
– -$96K -6,173 Closed
1
2