SPE

Special Opportunities Fund

28 hedge funds and large institutions have $61.9M invested in Special Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
2
Increased
7
Reduced
11
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RVPG
1
Relative Value Partners Group
$30M -$13.4K -904 -0%
SIA
2
Sit Investment Associates
Minnesota
$8.22M
RCM
3
Rivernorth Capital Management
Florida
$4.42M -$97.9K -6,647 -2%
EP
4
EPIQ Partners
Minnesota
$4.35M +$4.35M +295,149 New
CL
5
CSS LLC
Illinois
$3.22M -$69.5K -4,722 -2%
BBPWM
6
Blue Bell Private Wealth Management
Pennsylvania
$3.14M -$406K -27,571 -11%
SFS
7
Shaker Financial Services
Virginia
$2.9M -$2.62M -178,163 -48%
AA
8
Ancora Advisors
Ohio
$1.15M -$250K -16,960 -18%
SC
9
Scotia Capital
Ontario, Canada
$785K +$29K +1,971 +4%
PAG
10
Private Advisor Group
New Jersey
$703K -$18.4K -1,250 -3%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$541K +$29.5K +1,999 +6%
Wells Fargo
12
Wells Fargo
California
$374K +$125K +8,477 +50%
DAS
13
Dynamic Advisor Solutions
Arizona
$346K
Morgan Stanley
14
Morgan Stanley
New York
$281K +$30.5K +2,076 +12%
NL
15
NWAM LLC
Washington
$256K
Geode Capital Management
16
Geode Capital Management
Massachusetts
$234K -$323K -21,973 -58%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$211K -$27.2K -1,848 -11%
WPA
18
Winning Points Advisors
Florida
$208K -$189K -12,885 -48%
First Manhattan
19
First Manhattan
New York
$147K
UBS Group
20
UBS Group
Switzerland
$132K +$12.3K +834 +10%
AG
21
Advisor Group
Arizona
$110K -$5.88K -399 -5%
LC
22
Lindbrook Capital
California
$90K +$28K +1,900 +45%
GWM
23
Geneos Wealth Management
Colorado
$39K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$32K
JFA
25
JNBA Financial Advisors
Minnesota
$13K +$421 +29 +3%