Special Opportunities Fund
SPE
26 hedge funds and large institutions have $54.8M invested in Special Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 0 closing their positions.
8% more funds holding
Funds holding: 24 → 26 (+2)
3% more capital invested
Capital invested by funds: $53M → $54.8M (+$1.82M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.08% less ownership
Funds ownership: 51.28% → 51.2% (-0.08%)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$681K |
| 2 |
RVPG
Relative Value Partners Group
|
+$615K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$225K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$69.8K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$46K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$992K |
| 2 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$350K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$242K |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$88.9K |
| 5 |
Morgan Stanley
New York
|
-$39.6K |
SPE Hedge Fund Activity: Q3 2019 in Review
26 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Special Opportunities Fund (SPE) for Q3 2019, worth a combined $54.8M — up 3.4% from $53M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SPE positions and 0 closed out — a net gain of 2 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $681K. The largest seller was Shaker Financial Services, cutting an estimated $992K.
- 26 institutional investors held Special Opportunities Fund (SPE) as of Q3 2019, up from 24 in Q2 2019.
- Funds reported $54.8M of Special Opportunities Fund stock for Q3 2019, up 3.4% quarter-over-quarter.
- 2 funds opened new Special Opportunities Fund positions in Q3 2019 and 0 closed out, a net change of +2 holders.
- The largest Special Opportunities Fund buyer in Q3 2019 was Private Advisor Group, an estimated $681K added.
- The largest Special Opportunities Fund seller in Q3 2019 was Shaker Financial Services, an estimated $992K sold.
Based on aggregated 13F filings for Q3 2019.