Special Opportunities Fund
SPE
37 hedge funds and large institutions have $42.3M invested in Special Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 36 → 37 (+1)
1% less capital invested
Capital invested by funds: $42.8M → $42.3M (-$550K)
1.72% less ownership
Funds ownership: 33.81% → 32.09% (-1.7%)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
+$396K |
| 2 |
PP
Patron Partners
Houston,
Texas
|
+$168K |
| 3 |
BJL
Brighton Jones LLC
Seattle,
Washington
|
+$161K |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$122K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$99.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.15M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$584K |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$490K |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
-$280K |
| 5 |
EP
EPIQ Partners
Minneapolis,
Minnesota
|
-$265K |
SPE Hedge Fund Activity: Q1 2024 in Review
37 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Special Opportunities Fund (SPE) for Q1 2024, worth a combined $42.3M — down 1.3% from $42.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPE positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 12 trimmed.
The largest buyer was SkyView Investment Advisors, opening a new position worth an estimated $396K. The largest seller was Shaker Financial Services, cutting an estimated $1.15M.
- 37 institutional investors held Special Opportunities Fund (SPE) as of Q1 2024, up from 36 in Q4 2023.
- Funds reported $42.3M of Special Opportunities Fund stock for Q1 2024, down 1.3% quarter-over-quarter.
- 5 funds opened new Special Opportunities Fund positions in Q1 2024 and 4 closed out, a net change of +1 holder.
- The largest Special Opportunities Fund buyer in Q1 2024 was SkyView Investment Advisors, an estimated $396K added.
- The largest Special Opportunities Fund seller in Q1 2024 was Shaker Financial Services, an estimated $1.15M sold.
Based on aggregated 13F filings for Q1 2024.