SPE

Special Opportunities Fund
SPE

Overview Fund Activity

38 hedge funds and large institutions have $99.9M invested in Special Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
4
Increased
14
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$14.6M
2
CL
2
CSS LLC
Illinois
$4.4M
3
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$4.27M
4
EP
4
EPIQ Partners
Minnesota
$6.78M
5
SIA
5
SkyView Investment Advisors
New Jersey
$765K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
RVPG
2
Relative Value Partners Group
$52.4M
3
LCM
3
Landscape Capital Management
New Jersey
$354K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
CCP
5
Clough Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$52.4M -$2.51M -163,511 -5%
RCM
2
Rivernorth Capital Management
Florida
$14.6M +$14.6M +952,045 New
EP
3
EPIQ Partners
Minnesota
$6.78M +$1.69M +110,089 +33%
CL
4
CSS LLC
Illinois
$4.4M +$2.87M +186,610 +187%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$4.27M +$2.41M +156,617 +130%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$3.25M -$86K -5,596 -3%
SCM
7
Saba Capital Management
New York
$3.16M -$135K -8,780 -4%
AA
8
Ancora Advisors
Ohio
$1.32M +$222K +14,433 +20%
RCM
9
Robinson Capital Management
Michigan
$1.19M -$235K -15,265 -16%
SC
10
Scotia Capital
Ontario, Canada
$1.07M +$15.8K +1,031 +1%
RJA
11
Raymond James & Associates
Florida
$772K -$27.6K -1,798 -3%
PAG
12
Private Advisor Group
New Jersey
$772K +$549K +35,728 +246%
SIA
13
SkyView Investment Advisors
New Jersey
$765K +$765K +49,802 New
First Manhattan
14
First Manhattan
New York
$722K +$472K +30,760 +189%
Morgan Stanley
15
Morgan Stanley
New York
$710K +$150K +9,739 +27%
Osaic Holdings
16
Osaic Holdings
Arizona
$593K -$171K -11,127 -22%
Wells Fargo
17
Wells Fargo
California
$515K +$209K +13,570 +68%
LCM
18
Landscape Capital Management
New Jersey
$354K -$2.42M -157,384 -87%
CA
19
Calton & Associates
Florida
$338K +$167K +10,865 +97%
GC
20
Guggenheim Capital
Illinois
$278K +$278K +18,085 New
SFS
21
Sowell Financial Services
Arkansas
$267K – – –
HI
22
Harbour Investments
Wisconsin
$186K +$3.69K +240 +2%
USCWA
23
U.S. Capital Wealth Advisors
Texas
$183K +$183K +11,925 New
DAS
24
Dynamic Advisor Solutions
Arizona
$175K – – –
WDG
25
Wealth Dimensions Group
Ohio
$165K – – –
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