Special Opportunities Fund
SPE
28 hedge funds and large institutions have $61.9M invested in Special Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and closing their positions.
13% more capital invested
Capital invested by funds: $54.8M → $61.9M (+$7.07M)
8% more funds holding
Funds holding: 26 → 28 (+2)
0.48% more ownership
Funds ownership: 51.2% → 51.68% (+0.48%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$121K |
| 2 |
Morgan Stanley
New York
|
+$29.7K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$28.6K |
| 4 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$28.2K |
| 5 |
LC
Lindbrook Capital
Calabasas,
California
|
+$27.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.55M |
| 2 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$394K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$314K |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$243K |
| 5 |
WPA
Winning Points Advisors
Boca Raton,
Florida
|
-$184K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $8K | – | – | – |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | – | – | – |
|
|
FCM
28
Firestone Capital Management
Coral Gables,
Florida
| – | +$451 | +33 | New |
|
SPE Hedge Fund Activity: Q4 2019 in Review
28 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Special Opportunities Fund (SPE) for Q4 2019, worth a combined $61.9M — up 13% from $54.8M 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 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $121K. The largest seller was Shaker Financial Services, cutting an estimated $2.55M.
- 28 institutional investors held Special Opportunities Fund (SPE) as of Q4 2019, up from 26 in Q3 2019.
- Funds reported $61.9M of Special Opportunities Fund stock for Q4 2019, up 13% quarter-over-quarter.
- 2 funds opened new Special Opportunities Fund positions in Q4 2019 and 0 closed out, a net change of +2 holders.
- The largest Special Opportunities Fund buyer in Q4 2019 was Wells Fargo, an estimated $121K added.
- The largest Special Opportunities Fund seller in Q4 2019 was Shaker Financial Services, an estimated $2.55M sold.
Based on aggregated 13F filings for Q4 2019.