SPE

Special Opportunities Fund
SPE

Overview Fund Activity

35 hedge funds and large institutions have $53M invested in Special Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
35
Holders Change
–
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
14
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
EPIQ Partners
Minnesota
$4.13M
2
BBPWM
2
Blue Bell Private Wealth Management
Pennsylvania
$2.58M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$2.35M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$867K
5
RCM
5
Robinson Capital Management
Michigan
$590K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$24.8M
2
RCM
2
Rivernorth Capital Management
Florida
$7.38M
3
CCP
3
Clough Capital Partners
Massachusetts
$0
4
CL
4
CSS LLC
Illinois
$3.37M
5
SPIA
5
Steward Partners Investment Advisory
New York
$201K
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$24.8M 1,897,384 -854,477 -31%
RCM
2
Rivernorth Capital Management
Florida
$7.38M 596,731 -176,453 -23%
EP
3
EPIQ Partners
Minnesota
$4.13M 333,873 +311,573 +1,397%
CL
4
CSS LLC
Illinois
$3.37M 272,601 -47,521 -15%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$2.58M 208,265 +208,126 +149,731%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$2.35M 190,145 +138,315 +267%
SC
7
Scotia Capital
Ontario, Canada
$1.06M 85,702 +7,288 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$867K 70,042 +51,840 +285%
AA
9
Ancora Advisors
Ohio
$841K 68,001 +42,797 +170%
SC
10
Sarissa Consulting
California
$736K 59,534 -11,813 -17%
First Manhattan
11
First Manhattan
New York
$675K 54,620 -5,250 -9%
RCM
12
Robinson Capital Management
Michigan
$590K 46,338 +46,338 New
Morgan Stanley
13
Morgan Stanley
New York
$466K 37,704 +3,626 +11%
RJA
14
Raymond James & Associates
Florida
$385K 31,147 -2,182 -7%
Wells Fargo
15
Wells Fargo
California
$378K 30,527 -3,053 -9%
PAG
16
Private Advisor Group
New Jersey
$319K 25,795 +667 +3%
CA
17
Calton & Associates
Florida
$254K 20,542 +1,281 +7%
MIM
18
Meixler Investment Management
Arizona
$231K 18,647 -2,785 -13%
GC
19
Guggenheim Capital
Illinois
$217K 17,515 -75 -0.4%
SFS
20
Sowell Financial Services
Arkansas
$215K 17,369 +17,369 New
SPIA
21
Steward Partners Investment Advisory
New York
$201K 16,258 -16,983 -51%
HI
22
Harbour Investments
Wisconsin
$166K 13,424 +13,424 New
NA
23
NewEdge Advisors
Louisiana
$145K 11,753 +11,753 New
UBS Group
24
UBS Group
Switzerland
$133K 10,759 +4,070 +61%
DAS
25
Dynamic Advisor Solutions
Arizona
$132K 10,685 -200 -2%
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