SPE

Special Opportunities Fund
SPE

Overview Fund Activity

34 hedge funds and large institutions have $44.1M invested in Special Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
–
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
13
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$1.64M
2
RCM
2
Robinson Capital Management
Michigan
$485K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$157K
4
Morgan Stanley
4
Morgan Stanley
New York
$792K
5
First Manhattan
5
First Manhattan
New York
$803K

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$0
2
RCM
2
Rivernorth Capital Management
Florida
$5.6M
3
RVPG
3
Relative Value Partners Group
$20.1M
4
PAG
4
Private Advisor Group
New Jersey
$165K
5
AA
5
Ancora Advisors
Ohio
$579K
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$20.1M -$343K -30,072 -2%
RCM
2
Rivernorth Capital Management
Florida
$5.6M -$439K -38,526 -7%
EP
3
EPIQ Partners
Minnesota
$3.7M -$111K -9,729 -3%
CL
4
CSS LLC
Illinois
$3.07M -$34.2K -3,000 -1%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$2.57M +$98.4K +8,634 +4%
SFS
6
Shaker Financial Services
Virginia
$1.64M +$739K +64,796 +82%
SC
7
Scotia Capital
Ontario, Canada
$947K -$76.8K -6,733 -8%
Osaic Holdings
8
Osaic Holdings
Arizona
$853K +$80.9K +7,099 +10%
First Manhattan
9
First Manhattan
New York
$803K +$143K +12,500 +22%
Morgan Stanley
10
Morgan Stanley
New York
$792K +$155K +13,619 +24%
AA
11
Ancora Advisors
Ohio
$579K -$128K -11,247 -18%
RCM
12
Robinson Capital Management
Michigan
$485K +$485K +42,338 New
RJA
13
Raymond James & Associates
Florida
$478K +$93.9K +8,240 +24%
Wells Fargo
14
Wells Fargo
California
$267K -$75.2K -6,595 -22%
CA
15
Calton & Associates
Florida
$241K +$4.05K +355 +2%
TIM
16
Triad Investment Management
California
$235K +$13.7K +1,200 +6%
GC
17
Guggenheim Capital
Illinois
$197K -$2.05K -180 -1%
CAG
18
Csenge Advisory Group
Florida
$175K +$54.4K +4,771 +45%
NA
19
NewEdge Advisors
Louisiana
$166K +$11.4K +1,000 +7%
PAG
20
Private Advisor Group
New Jersey
$165K -$129K -11,333 -44%
HI
21
Harbour Investments
Wisconsin
$161K +$8.39K +736 +5%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$157K +$157K +13,745 New
MIM
23
Meixler Investment Management
Arizona
$155K -$45K -3,948 -22%
SPIA
24
Steward Partners Investment Advisory
New York
$122K -$63.3K -5,551 -34%
DAS
25
Dynamic Advisor Solutions
Arizona
$122K – – –
1
2