Special Opportunities Fund
SPE
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.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
0% more funds holding
Funds holding: 34 → 34 (0)
0.63% less ownership
Funds ownership: 31.1% → 30.47% (-0.63%)
8% less capital inflows, than outflows
Capital inflows: $2.22M | Capital outflows: $2.41M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Shaker Financial Services
Arlington,
Virginia
|
+$756K |
| 2 |
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$494K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$160K |
| 4 |
Morgan Stanley
New York
|
+$159K |
| 5 |
First Manhattan
New York
|
+$146K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$931K |
| 2 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$450K |
| 3 |
Relative Value Partners Group
|
-$351K |
| 4 |
Private Advisor Group
Morristown,
New Jersey
|
-$132K |
| 5 |
Ancora Advisors
Cleveland,
Ohio
|
-$131K |
SPE Hedge Fund Activity: Q4 2022 in Review
34 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in Special Opportunities Fund (SPE) for Q4 2022, worth a combined $44.1M — up 0.68% from $43.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPE positions and 3 closed out — a net gain of 1 holder — while 13 added to existing stakes and 11 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $756K. The largest seller was Thomas J. Herzfeld Advisors, exiting entirely with an estimated $931K sold.
- 34 institutional investors held Special Opportunities Fund (SPE) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $44.1M of Special Opportunities Fund stock for Q4 2022, up 0.68% quarter-over-quarter.
- 4 funds opened new Special Opportunities Fund positions in Q4 2022 and 3 closed out, a net change of +1 holder.
- The largest Special Opportunities Fund buyer in Q4 2022 was Shaker Financial Services, an estimated $756K added.
- The largest Special Opportunities Fund seller in Q4 2022 was Thomas J. Herzfeld Advisors, an estimated $931K sold.
Based on aggregated 13F filings for Q4 2022.