SPE

Special Opportunities Fund
SPE

Overview Fund Activity

35 hedge funds and large institutions have $41.3M invested in Special Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.51M
2
SFS
2
Shaker Financial Services
Virginia
$2.26M
3
WAM
3
Wolverine Asset Management
Illinois
$597K
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$2.76M
5
AC
5
Almitas Capital
California
$245K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$3.82M
2
EP
2
EPIQ Partners
Minnesota
$2.3M
3
RVPG
3
Relative Value Partners Group
$18.7M
4
CA
4
Calton & Associates
Florida
$0
5
GC
5
Guggenheim Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$18.7M -$595K -54,416 -3%
RCM
2
Rivernorth Capital Management
Florida
$3.82M -$1.55M -141,644 -29%
CL
3
CSS LLC
Illinois
$2.95M – – –
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$2.76M +$287K +26,266 +12%
EP
5
EPIQ Partners
Minnesota
$2.3M -$1.25M -113,910 -35%
SFS
6
Shaker Financial Services
Virginia
$2.26M +$687K +62,837 +44%
Morgan Stanley
7
Morgan Stanley
New York
$1.51M +$748K +68,372 +98%
SC
8
Scotia Capital
Ontario, Canada
$922K +$13.8K +1,260 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$816K -$3.05K -279 -0.4%
First Manhattan
10
First Manhattan
New York
$686K -$84.2K -7,700 -11%
WAM
11
Wolverine Asset Management
Illinois
$597K +$597K +54,600 New
RCM
12
Robinson Capital Management
Michigan
$464K – – –
RJA
13
Raymond James & Associates
Florida
$459K – – –
AA
14
Ancora Advisors
Ohio
$435K -$121K -11,031 -22%
Wells Fargo
15
Wells Fargo
California
$274K +$17K +1,552 +7%
TIM
16
Triad Investment Management
California
$271K +$45K +4,116 +20%
AC
17
Almitas Capital
California
$245K +$245K +22,361 New
SIA
18
SkyView Investment Advisors
New Jersey
$191K +$191K +17,490 New
SFS
19
Sowell Financial Services
Arkansas
$190K +$190K +17,369 New
NA
20
NewEdge Advisors
Louisiana
$180K +$21.7K +2,000 +14%
LOPW
21
Live Oak Private Wealth
North Carolina
$162K +$162K +14,853 New
CAG
22
Csenge Advisory Group
Florida
$160K -$8.05K -736 -5%
HI
23
Harbour Investments
Wisconsin
$159K +$3.82K +349 +2%
PAG
24
Private Advisor Group
New Jersey
$158K – – –
MIM
25
Meixler Investment Management
Arizona
$127K -$21.9K -2,000 -15%
1
2