SPE

Special Opportunities Fund
SPE

Overview Fund Activity

35 hedge funds and large institutions have $41.3M invested in Special Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.51M
2
SFS
Shaker Financial Services
Virginia
$2.26M
3
WAM
Wolverine Asset Management
Illinois
$597K
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$2.76M
5
AC
Almitas Capital
California
$245K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$3.82M
2
EP
EPIQ Partners
Minnesota
$2.3M
3
RVPG
Relative Value Partners Group
$18.7M
4
CA
Calton & Associates
Florida
$0
5
GC
Guggenheim Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$125K +$125K +11,452 New
DAS
27
Dynamic Advisor Solutions
Arizona
$117K – – –
CA
28
Crewe Advisors
Utah
$76.3K – – –
UBS Group
29
UBS Group
Switzerland
$68.2K -$32.6K -2,978 -32%
ASN
30
Advisory Services Network
Georgia
$46.8K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$26K -$3.77K -344 -13%
WC
32
Winmill & Co
New York
$21.9K – – –
LC
33
Lindbrook Capital
California
$11K -$2.51K -229 -19%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CFO
35
CVA Family Office
Colorado
$328 – – –
CA
36
Calton & Associates
Florida
– -$241K -21,183 Closed
GC
37
Guggenheim Capital
Illinois
– -$197K -17,279 Closed
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
– -$157K -13,745 Closed
SPIA
39
Steward Partners Investment Advisory
New York
– -$122K -10,707 Closed
USCWA
40
U.S. Capital Wealth Advisors
Texas
– -$48.5K -4,250 Closed
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