SPE

Special Opportunities Fund
SPE

Overview Fund Activity

29 hedge funds and large institutions have $40M invested in Special Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
12
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Ancora Advisors
Ohio
$2.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$740K
3
EP
3
EPIQ Partners
Minnesota
$2.98M
4
Wells Fargo
4
Wells Fargo
California
$367K
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$120K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$4.27M
2
RVPG
2
Relative Value Partners Group
$18.7M
3
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$1.65M
4
SFS
4
Shaker Financial Services
Virginia
$1.62M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$8K +$8K +800 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
HFA
28
HC Financial Advisors
California
$6K +$6K +600 New
Bank of America
29
Bank of America
North Carolina
$5K – – –
Geode Capital Management
30
Geode Capital Management
Massachusetts
– -$234K -15,929 Closed
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
– -$211K -14,356 Closed
1
2