SPE

Special Opportunities Fund
SPE

Overview Fund Activity

43 hedge funds and large institutions have $94M invested in Special Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
9
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WPA
1
Winning Points Advisors
Florida
$376K
2
SFS
2
Shaker Financial Services
Virginia
$162K
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$3.37M
4
SC
4
Scotia Capital
Ontario, Canada
$1.15M
5
CL
5
CSS LLC
Illinois
$4.48M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
RVPG
2
Relative Value Partners Group
$50.6M
3
RCM
3
Rivernorth Capital Management
Florida
$13.8M
4
EP
4
EPIQ Partners
Minnesota
$6.35M
5
SIA
5
SkyView Investment Advisors
New Jersey
$321K
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$50.6M 3,276,437 -132,847 -4%
RCM
2
Rivernorth Capital Management
Florida
$13.8M 892,250 -59,795 -6%
EP
3
EPIQ Partners
Minnesota
$6.35M 411,179 -30,040 -7%
CL
4
CSS LLC
Illinois
$4.48M 289,929 +3,533 +1%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$4.07M 263,094 -14,186 -5%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$3.37M 218,316 +6,965 +3%
AA
7
Ancora Advisors
Ohio
$1.31M 84,756 -1,000 -1%
SC
8
Scotia Capital
Ontario, Canada
$1.15M 74,643 +4,738 +7%
RCM
9
Robinson Capital Management
Michigan
$1.12M 72,635 -4,750 -6%
SC
10
Sarissa Consulting
California
$1.1M 71,347 +71,347 New
First Manhattan
11
First Manhattan
New York
$772K 50,010 +3,000 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$582K 37,634 -982 -3%
Wells Fargo
13
Wells Fargo
California
$514K 33,274 -212 -0.6%
RJA
14
Raymond James & Associates
Florida
$513K 33,230 -16,998 -34%
Morgan Stanley
15
Morgan Stanley
New York
$495K 32,012 -14,193 -31%
PAG
16
Private Advisor Group
New Jersey
$388K 25,128 -25,128 -50%
WPA
17
Winning Points Advisors
Florida
$376K 27,336 +27,336 New
MIM
18
Meixler Investment Management
Arizona
$335K 21,652 +21,652 New
CA
19
Calton & Associates
Florida
$330K 21,407 -618 -3%
SIA
20
SkyView Investment Advisors
New Jersey
$321K 20,770 -29,032 -58%
GC
21
Guggenheim Capital
Illinois
$274K 17,735 -350 -2%
SFS
22
Sowell Financial Services
Arkansas
$268K 17,369 – –
HI
23
Harbour Investments
Wisconsin
$191K 12,363 +249 +2%
USCWA
24
U.S. Capital Wealth Advisors
Texas
$185K 11,948 +23 +0.2%
DAS
25
Dynamic Advisor Solutions
Arizona
$173K 11,185 -220 -2%
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