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SPE

Special Opportunities Fund
SPE

24 hedge funds and large institutions have $55.2M invested in Special Opportunities Fund in 2013 Q2 according to their latest regulatory filings, with 24 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50.09% more ownership

Funds ownership: 0% → 50.09% (+50%)

Holders
24
Holders Change
+24
Holders Change %
–
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
24
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RVP
1
Relative Value Partners
Illinois
$23.3M +$23.7M +1,441,679 New
KIM
2
Karpus Investment Management
New York
$19M +$19.3M +1,177,359 New
AA
3
Ancora Advisors
Ohio
$2.98M +$3.03M +184,404 New
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$2.92M +$2.96M +180,268 New
RCM
5
Rivernorth Capital Management
Florida
$2.73M +$2.77M +168,763 New
WI
6
Western Investment
Utah
$731K +$743K +45,214 New
SFS
7
Shaker Financial Services
Virginia
$633K +$643K +39,142 New
Morgan Stanley
8
Morgan Stanley
New York
$388K +$394K +23,985 New
Bank of America
9
Bank of America
North Carolina
$338K +$343K +20,879 New
Wells Fargo
10
Wells Fargo
California
$312K +$317K +19,291 New
AAM
11
Advisors Asset Management
Colorado
$311K +$317K +19,259 New
IT
12
Independence Trust
Tennessee
$273K +$278K +16,887 New
KFS
13
KMS Financial Services
Washington
$263K +$267K +16,265 New
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$254K +$258K +15,688 New
FANJ
15
Financial Architects (New Jersey)
New Jersey
$253K +$257K +15,623 New
U
16
UBS
Switzerland
$113K +$115K +7,001 New
First Manhattan
17
First Manhattan
New York
$94K +$93K +5,659 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$70K +$71.3K +4,336 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$55K +$56.2K +3,421 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$49K +$49.3K +3,002 New
CFA
21
Carroll Financial Associates
North Carolina
$20K +$20.6K +1,256 New
Barclays
22
Barclays
United Kingdom
$12K +$12K +733 New
MA
23
MUFG Americas
New York
$10K +$10.7K +648 New
US Bancorp
24
US Bancorp
Minnesota
$3K +$2.58K +157 New

SPE Hedge Fund Activity: Q2 2013 in Review

24 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Special Opportunities Fund (SPE) for Q2 2013, worth a combined $55.2M.

Buyers outnumbered sellers: 24 funds opened new SPE positions and 0 closed out — a net gain of 24 holders — while 0 added to existing stakes and 0 trimmed.

  • 24 institutional investors held Special Opportunities Fund (SPE) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $55.2M of Special Opportunities Fund stock for Q2 2013.
  • 24 funds opened new Special Opportunities Fund positions in Q2 2013 and 0 closed out, a net change of +24 holders.

Based on aggregated 13F filings for Q2 2013.