SPE

Special Opportunities Fund
SPE

Overview Fund Activity

24 hedge funds and large institutions have $53M invested in Special Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
1
Increased
12
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
$6.14M
2
RVPG
Relative Value Partners Group
$27.3M
3
DAS
Dynamic Advisor Solutions
Arizona
$254K
4
SC
Scotia Capital
Ontario, Canada
$697K
5
Geode Capital Management
Geode Capital Management
Massachusetts
$760K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$7.67M
2
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$3.66M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
CA
Calton & Associates
Florida
$0
5
WPA
Winning Points Advisors
Florida
$376K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Calton & Associates
Florida
– -$144K -10,696 Closed
WAM
27
Wolverine Asset Management
Illinois
– -$23K -1,720 Closed
TJHA
28
Thomas J. Herzfeld Advisors
Florida
– -$3K -210 Closed
1
2