SPE

Special Opportunities Fund

35 hedge funds and large institutions have $44.2M invested in Special Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RVPG
1
Relative Value Partners Group
$19.2M 1,614,949 +1,934 +0.1%
RCM
2
Rivernorth Capital Management
Florida
$5.08M 428,448 +44,447 +12%
Morgan Stanley
3
Morgan Stanley
New York
$3.22M 271,740 +129,005 +90%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$3.17M 267,652 +2,378 +0.9%
CL
5
CSS LLC
Illinois
$3.1M 261,384 -8,217 -3%
SFS
6
Shaker Financial Services
Virginia
$2.34M 197,348 -16,160 -8%
EP
7
EPIQ Partners
Minnesota
$1.67M 141,195 -17,865 -11%
SC
8
Scotia Capital
Ontario, Canada
$1.08M 91,266 +3,259 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$873K 73,579 -19,315 -21%
CCP
10
Clough Capital Partners
Massachusetts
$490K 41,306 +41,306 New
First Manhattan
11
First Manhattan
New York
$403K 34,000 -940 -3%
AA
12
Ancora Advisors
Ohio
$306K 25,834 -6,648 -20%
RJA
13
Raymond James & Associates
Florida
$289K 24,344 -5,599 -19%
AC
14
Almitas Capital
California
$280K 23,616 +558 +2%
MC
15
Matisse Capital
Oregon
$270K 22,786 +22,786 New
Wells Fargo
16
Wells Fargo
California
$261K 21,986 +268 +1%
AGM
17
Alpine Global Management
New York
$254K 21,424 +1,020 +5%
SFS
18
Sowell Financial Services
Arkansas
$219K 18,427 -2,623 -12%
RL
19
RPO LLC
Connecticut
$203K 17,158
HI
20
Harbour Investments
Wisconsin
$185K 15,565 +368 +2%
LOPW
21
Live Oak Private Wealth
North Carolina
$176K 14,853
NS
22
NBC Securities
Alabama
$172K 14,550 -161 -1%
PAG
23
Private Advisor Group
New Jersey
$172K 14,462
LCM
24
Landscape Capital Management
New Jersey
$168K 14,140 +14,140 New
HighTower Advisors
25
HighTower Advisors
Illinois
$130K 12,053 -4,730 -28%