SPE

Special Opportunities Fund
SPE

Overview Fund Activity

29 hedge funds and large institutions have $44.5M invested in Special Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
–
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
7
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$2.66M
2
WAM
Wolverine Asset Management
Illinois
$215K
3
SIA
Sit Investment Associates
Minnesota
$5.11M
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
$181K
5
SC
Scotia Capital
Ontario, Canada
$686K

Top Sellers

1
RVPG
Relative Value Partners Group
$20.7M
2
Osaic Holdings
Osaic Holdings
Arizona
$535K
3
AA
Ancora Advisors
Ohio
$1.45M
4
Morgan Stanley
Morgan Stanley
New York
$424K
5
RCM
Rivernorth Capital Management
Florida
$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
US Bancorp
27
US Bancorp
Minnesota
$3K +$3K +231 New
WC
28
Winmill & Co
New York
$3K +$3K +280 New
WPA
29
Winning Points Advisors
Florida
– -$134K -14,151 Closed
ASN
30
Advisory Services Network
Georgia
– -$44K -4,589 Closed
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
– -$8K -800 Closed
1
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