SPE

Special Opportunities Fund
SPE

Overview Fund Activity

36 hedge funds and large institutions have $42.1M invested in Special Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
SkyView Investment Advisors
New Jersey
$411K
2
PP
2
Patron Partners
Texas
$175K
3
BJL
3
Brighton Jones LLC
Washington
$167K
4
CAM
4
Cresset Asset Management
Illinois
$126K
5
RJA
5
Raymond James & Associates
Florida
$411K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.72M
2
SFS
2
Shaker Financial Services
Virginia
$1.3M
3
RCM
3
Rivernorth Capital Management
Florida
$4.81M
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
AC
5
Almitas Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$19.2M 1,599,294 -15,655 -1%
RCM
2
Rivernorth Capital Management
Florida
$4.81M 380,554 -47,894 -11%
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$3.31M 261,706 -5,946 -2%
CL
4
CSS LLC
Illinois
$3.27M 258,384 -3,000 -1%
Morgan Stanley
5
Morgan Stanley
New York
$1.72M 135,931 -135,809 -50%
EP
6
EPIQ Partners
Minnesota
$1.51M 119,435 -21,760 -15%
SFS
7
Shaker Financial Services
Virginia
$1.3M 102,759 -94,589 -48%
SC
8
Scotia Capital
Ontario, Canada
$1.11M 88,137 -3,129 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$954K 75,457 +1,878 +3%
First Manhattan
10
First Manhattan
New York
$430K 34,000 – –
SIA
11
SkyView Investment Advisors
New Jersey
$411K 32,490 +32,490 New
RJA
12
Raymond James & Associates
Florida
$411K 32,494 +8,150 +33%
AA
13
Ancora Advisors
Ohio
$322K 25,500 -334 -1%
MC
14
Matisse Capital
Oregon
$288K 22,786 – –
AGM
15
Alpine Global Management
New York
$271K 21,424 – –
Wells Fargo
16
Wells Fargo
California
$232K 18,388 -3,598 -16%
SFS
17
Sowell Financial Services
Arkansas
$220K 17,369 -1,058 -6%
RL
18
RPO LLC
Connecticut
$217K 17,158 – –
HI
19
Harbour Investments
Wisconsin
$201K 15,924 +359 +2%
NS
20
NBC Securities
Alabama
$195K 15,478 +928 +6%
LOPW
21
Live Oak Private Wealth
North Carolina
$188K 14,853 – –
LCM
22
Landscape Capital Management
New Jersey
$185K 14,644 +504 +4%
PAG
23
Private Advisor Group
New Jersey
$183K 14,462 – –
PP
24
Patron Partners
Texas
$175K 13,825 +13,825 New
BJL
25
Brighton Jones LLC
Washington
$167K 13,246 +13,246 New
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