SPE

Special Opportunities Fund
SPE

Overview Fund Activity

36 hedge funds and large institutions have $53.8M invested in Special Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 1 closing their positions.

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
6
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.22M
2
LCM
2
Landscape Capital Management
New Jersey
$298K
3
RVPG
3
Relative Value Partners Group
$26.1M
4
Millennium Management
4
Millennium Management
New York
$163K
5
CA
5
Crewe Advisors
Utah
$98K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$1.11M
2
CL
2
CSS LLC
Illinois
$2.46M
3
PAG
3
Private Advisor Group
New Jersey
$428K
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$0
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$3.63M
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$26.1M 1,855,512 +17,543 +1%
SIA
2
Sit Investment Associates
Minnesota
$6.41M 455,533 – –
EP
3
EPIQ Partners
Minnesota
$4.35M 308,975 +6,850 +2%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$3.63M 258,052 -15,171 -6%
SFS
5
Shaker Financial Services
Virginia
$3.22M 228,816 +89,607 +64%
CL
6
CSS LLC
Illinois
$2.46M 174,764 -43,653 -20%
AA
7
Ancora Advisors
Ohio
$1.79M 126,823 -1,020 -0.8%
RCM
8
Rivernorth Capital Management
Florida
$1.11M 78,654 -86,503 -52%
SC
9
Scotia Capital
Ontario, Canada
$929K 65,980 +4,730 +8%
Osaic Holdings
10
Osaic Holdings
Arizona
$784K 55,745 +2,450 +5%
Wells Fargo
11
Wells Fargo
California
$447K 31,748 -1,117 -3%
Morgan Stanley
12
Morgan Stanley
New York
$441K 31,348 -6,190 -16%
PAG
13
Private Advisor Group
New Jersey
$428K 30,428 -23,900 -44%
LCM
14
Landscape Capital Management
New Jersey
$298K 21,160 +21,160 New
DAS
15
Dynamic Advisor Solutions
Arizona
$265K 18,836 -1,550 -8%
NL
16
NWAM LLC
Washington
$245K 17,369 – –
Millennium Management
17
Millennium Management
New York
$163K 11,550 +11,550 New
WDG
18
Wealth Dimensions Group
Ohio
$151K 10,736 +10,736 New
CA
19
Crewe Advisors
Utah
$98K 6,970 +6,970 New
UBS Group
20
UBS Group
Switzerland
$95K 6,789 -1,323 -16%
First Manhattan
21
First Manhattan
New York
$88K 6,250 -5,000 -44%
FIA
22
FNY Investment Advisers
New York
$76K 5,429 +5,429 New
ASN
23
Advisory Services Network
Georgia
$67K 4,757 -494 -9%
WAM
24
Wolverine Asset Management
Illinois
$51K 3,664 -8,305 -69%
GWM
25
Geneos Wealth Management
Colorado
$40K 2,715 – –
1
2