SPE

Special Opportunities Fund
SPE

Overview Fund Activity

35 hedge funds and large institutions have $27.9M invested in Special Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-8
Holders Change %
-18.6%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
8
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
Clough Capital Partners
Massachusetts
$845K
2
CL
CSS LLC
Illinois
$4.81M
3
SPIA
Steward Partners Investment Advisory
New York
$499K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$202K
5
First Manhattan
First Manhattan
New York
$898K

Top Sellers

1
EP
EPIQ Partners
Minnesota
$335K
2
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$2K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$778K
4
RCM
Rivernorth Capital Management
Florida
$11.6M
5
RCM
Robinson Capital Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
26
Lindbrook Capital
California
$38K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$32K -$8.74K -587 -21%
WC
28
Winmill & Co
New York
$30K – – –
GAM
29
Gemmer Asset Management
California
$22K +$3.36K +225 +18%
AIP
30
Ahrens Investment Partners
Louisiana
$8K – – –
Bank of America
31
Bank of America
North Carolina
$7K -$6.02K -416 -46%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$2K -$3.78M -262,955 -100%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
RCM
34
Robinson Capital Management
Michigan
– -$1.12M -72,635 Closed
WPA
35
Winning Points Advisors
Florida
– -$376K -27,336 Closed
SFS
36
Sowell Financial Services
Arkansas
– -$268K -17,369 Closed
USCWA
37
U.S. Capital Wealth Advisors
Texas
– -$185K -11,948 Closed
WDG
38
Wealth Dimensions Group
Ohio
– -$166K -10,736 Closed
SFS
39
Shaker Financial Services
Virginia
– -$162K -10,457 Closed
WWM
40
Wagner Wealth Management
South Carolina
– -$36K -2,311 Closed
JFA
41
JNBA Financial Advisors
Minnesota
– -$17K -1,106 Closed
TFM
42
TFC Financial Management
Massachusetts
– -$3K -164 Closed
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