SPE

Special Opportunities Fund
SPE

Overview Fund Activity

36 hedge funds and large institutions have $53.8M invested in Special Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
6
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
$3.22M
2
LCM
Landscape Capital Management
New Jersey
$298K
3
RVPG
Relative Value Partners Group
$26.1M
4
Millennium Management
Millennium Management
New York
$163K
5
CA
Crewe Advisors
Utah
$98K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$1.11M
2
CL
CSS LLC
Illinois
$2.46M
3
PAG
Private Advisor Group
New Jersey
$428K
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
$0
5
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$3.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$30K – – –
JFA
27
JNBA Financial Advisors
Minnesota
$14K +$313 +22 +2%
CCC
28
Crescent Capital Consulting
Louisiana
$14K +$14K +1,000 New
Bank of America
29
Bank of America
North Carolina
$8K – – –
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
WC
31
Winmill & Co
New York
$4K – – –
US Bancorp
32
US Bancorp
Minnesota
$3K – – –
TFM
33
TFC Financial Management
Massachusetts
$2K -$2.72K -223 -58%
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
– -$214K -17,700 Closed
1
2