SPE

Special Opportunities Fund
SPE

Overview Fund Activity

34 hedge funds and large institutions have $41.7M invested in Special Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
11
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$4.24M
2
SFS
2
Shaker Financial Services
Virginia
$2.54M
3
SIA
3
SkyView Investment Advisors
New Jersey
$365K
4
AW
4
Atlas Wealth
Ohio
$147K
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$2.89M

Top Sellers

1
EP
1
EPIQ Partners
Minnesota
$1.91M
2
WAM
2
Wolverine Asset Management
Illinois
$221K
3
First Manhattan
3
First Manhattan
New York
$380K
4
RVPG
4
Relative Value Partners Group
$19M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$19M -$203K -18,119 -1%
RCM
2
Rivernorth Capital Management
Florida
$4.24M +$321K +28,625 +8%
CL
3
CSS LLC
Illinois
$3.02M – – –
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$2.89M +$60.8K +5,418 +2%
SFS
5
Shaker Financial Services
Virginia
$2.54M +$223K +19,869 +10%
EP
6
EPIQ Partners
Minnesota
$1.91M -$449K -40,004 -19%
Morgan Stanley
7
Morgan Stanley
New York
$1.57M +$22.4K +1,996 +1%
SC
8
Scotia Capital
Ontario, Canada
$924K -$22.2K -1,979 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$884K +$47.7K +4,251 +6%
RJA
10
Raymond James & Associates
Florida
$513K +$41.9K +3,731 +9%
RCM
11
Robinson Capital Management
Michigan
$476K – – –
AA
12
Ancora Advisors
Ohio
$395K -$51.1K -4,557 -11%
First Manhattan
13
First Manhattan
New York
$380K -$324K -28,850 -46%
SIA
14
SkyView Investment Advisors
New Jersey
$365K +$169K +15,000 +86%
AC
15
Almitas Capital
California
$315K +$56.7K +4,897 +22%
TIM
16
Triad Investment Management
California
$273K -$4.52K -403 -2%
Wells Fargo
17
Wells Fargo
California
$237K -$43.3K -3,855 -15%
WAM
18
Wolverine Asset Management
Illinois
$221K -$391K -34,861 -64%
NA
19
NewEdge Advisors
Louisiana
$176K -$10.1K -900 -5%
PAG
20
Private Advisor Group
New Jersey
$167K – – –
HI
21
Harbour Investments
Wisconsin
$167K +$3.89K +347 +2%
LOPW
22
Live Oak Private Wealth
North Carolina
$167K – – –
CAG
23
Csenge Advisory Group
Florida
$149K -$14.6K -1,304 -9%
AW
24
Atlas Wealth
Ohio
$147K +$147K +12,793 New
LCM
25
Landscape Capital Management
New Jersey
$130K +$1.98K +176 +2%
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