SPE

Special Opportunities Fund

37 hedge funds and large institutions have $40.3M invested in Special Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RVPG
1
Relative Value Partners Group
$17.6M -$860K -78,703 -5%
RCM
2
Rivernorth Capital Management
Florida
$4.2M +$63.7K +5,824 +2%
CL
3
CSS LLC
Illinois
$2.95M
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$2.9M +$84.9K +7,770 +3%
SFS
5
Shaker Financial Services
Virginia
$2.33M -$138K -12,629 -6%
EP
6
EPIQ Partners
Minnesota
$1.74M -$124K -11,362 -7%
Morgan Stanley
7
Morgan Stanley
New York
$1.56M +$31.8K +2,906 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.02M +$154K +14,100 +18%
SC
9
Scotia Capital
Ontario, Canada
$962K +$62.3K +5,698 +7%
RCM
10
Robinson Capital Management
Michigan
$453K
First Manhattan
11
First Manhattan
New York
$382K +$11.7K +1,070 +3%
AA
12
Ancora Advisors
Ohio
$355K -$29.4K -2,687 -8%
SIA
13
SkyView Investment Advisors
New Jersey
$355K
RJA
14
Raymond James & Associates
Florida
$327K -$172K -15,761 -34%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$293K +$293K +26,792 New
TIM
16
Triad Investment Management
California
$271K +$5.47K +500 +2%
AC
17
Almitas Capital
California
$252K -$45.9K -4,200 -15%
Wells Fargo
18
Wells Fargo
California
$237K +$6.21K +568 +3%
SFS
19
Sowell Financial Services
Arkansas
$230K +$230K +21,050 New
AGM
20
Alpine Global Management
New York
$223K +$223K +20,404 New
RL
21
RPO LLC
Connecticut
$188K +$188K +17,158 New
HighTower Advisors
22
HighTower Advisors
Illinois
$170K +$170K +16,783 New
HI
23
Harbour Investments
Wisconsin
$166K +$3.73K +341 +2%
LOPW
24
Live Oak Private Wealth
North Carolina
$162K
NS
25
NBC Securities
Alabama
$160K +$160K +14,711 New