SPE

Special Opportunities Fund

27 hedge funds and large institutions have $54.8M invested in Special Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
6
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RVPG
1
Relative Value Partners Group
$26.3M -$42.3K -3,147 -0.2%
SIA
2
Sit Investment Associates
Minnesota
$7.99M -$1.95K -145 -0%
SFS
3
Shaker Financial Services
Virginia
$5.24M -$494K -36,724 -9%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$3.76M +$255K +18,942 +7%
RCM
5
Rivernorth Capital Management
Florida
$3.68M +$1.2M +89,574 +49%
CL
6
CSS LLC
Illinois
$3.01M +$14.8K +1,100 +0.5%
AA
7
Ancora Advisors
Ohio
$1.33M -$23.1K -1,720 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$650K +$650K +48,464 New
SC
9
Scotia Capital
Ontario, Canada
$467K +$108K +8,037 +30%
WPA
10
Winning Points Advisors
Florida
$461K -$10.8K -800 -2%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$410K +$5.37K +400 +1%
Morgan Stanley
12
Morgan Stanley
New York
$252K +$4.43K +329 +2%
NL
13
NWAM LLC
Washington
$233K
Wells Fargo
14
Wells Fargo
California
$221K -$8.45K -627 -4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$146K +$146K +10,905 New
CA
16
Calton & Associates
Florida
$144K +$144K +10,696 New
First Manhattan
17
First Manhattan
New York
$134K
UBS Group
18
UBS Group
Switzerland
$110K -$61.9K -4,585 -36%
AG
19
Advisor Group
Arizona
$54K
GWM
20
Geneos Wealth Management
Colorado
$36K -$7.33K -553 -17%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$29K -$4.45K -330 -13%
WAM
22
Wolverine Asset Management
Illinois
$23K +$23K +1,720 New
LC
23
Lindbrook Capital
California
$16K +$16K +1,200 New
JFA
24
JNBA Financial Advisors
Minnesota
$11K
Bank of America
25
Bank of America
North Carolina
$7K