SPE

Special Opportunities Fund
SPE

Overview Fund Activity

38 hedge funds and large institutions have $44.7M invested in Special Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 4 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
4
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
$1.38M
2
SFS
Shaker Financial Services
Virginia
$2.31M
3
JFG
Jefferies Financial Group
New York
$439K
4
OC
Oppenheimer & Co
New York
$333K
5
Truist Financial
Truist Financial
North Carolina
$328K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$2.96M
2
EP
EPIQ Partners
Minnesota
$0
3
CL
CSS LLC
Illinois
$2.97M
4
MC
Matisse Capital
Oregon
$0
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
26
Absolute Investment Advisers
Florida
$154K +$154K +10,504 New
KPF
27
K2 Principal Fund
Ontario, Canada
$146K +$146K +10,000 New
UBS Group
28
UBS Group
Switzerland
$95.1K -$18.6K -1,274 -16%
MCM
29
MAI Capital Management
Ohio
$54.9K +$54.9K +3,753 New
GRP
30
Global Retirement Partners
California
$45.4K +$45.4K +3,103 New
QL
31
Quarry LP
New York
$44.2K +$44.2K +3,023 New
NA
32
NewEdge Advisors
Louisiana
$31.6K -$193K -13,200 -86%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$31K -$14 -1 -0%
WC
34
Winmill & Co
New York
$29.3K – – –
GGI
35
Godsey & Gibb Inc
Virginia
$16.9K – – –
SIS
36
Sound Income Strategies
Florida
$9.35K – – –
CFO
37
CVA Family Office
Colorado
$571 – – –
NS
38
NBC Securities
Alabama
$231 -$242K -15,708 -100%
EP
39
EPIQ Partners
Minnesota
– -$938K -67,426 Closed
MC
40
Matisse Capital
Oregon
– -$317K -22,786 Closed
PAG
41
Private Advisor Group
New Jersey
– -$229K -16,462 Closed
LCM
42
Landscape Capital Management
New Jersey
– -$205K -14,755 Closed
HighTower Advisors
43
HighTower Advisors
Illinois
– -$179K -13,374 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$175K -12,609 Closed
DAS
45
Dynamic Advisor Solutions
Arizona
– -$141K -10,125 Closed
CA
46
Crewe Advisors
Utah
– -$97K -6,970 Closed
Bessemer Group
47
Bessemer Group
New Jersey
– -$3K -250 Closed
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