Special Opportunities Fund
SPE
37 hedge funds and large institutions have $21.4M invested in Special Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 37 → 37 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
16% less ownership
Funds ownership: 30.65% → 14.65% (-16%)
50% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 16
97% less capital inflows, than outflows
Capital inflows: $594K | Capital outflows: $22.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HUB Investment Partners
Austin,
Texas
|
+$164K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$157K |
| 3 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$132K |
| 4 |
Ancora Advisors
Cleveland,
Ohio
|
+$50.7K |
| 5 |
NewEdge Advisors
New Orleans,
Louisiana
|
+$37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Relative Value Partners Group
|
-$19.2M |
| 2 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$718K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$683K |
| 4 |
Shaker Financial Services
Arlington,
Virginia
|
-$559K |
| 5 |
EPIQ Partners
Minneapolis,
Minnesota
|
-$412K |
SPE Hedge Fund Activity: Q2 2024 in Review
37 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Special Opportunities Fund (SPE) for Q2 2024, worth a combined $21.4M — down 49% from $42.3M a quarter earlier.
Fund positioning in SPE was balanced in Q2 2024: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 16 trimmed.
The largest buyer was HUB Investment Partners, opening a new position worth an estimated $164K. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $19.2M sold.
- 37 institutional investors held Special Opportunities Fund (SPE) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $21.4M of Special Opportunities Fund stock for Q2 2024, down 49% quarter-over-quarter.
- 3 funds opened new Special Opportunities Fund positions in Q2 2024 and 3 closed out, a net change of 0 holders.
- The largest Special Opportunities Fund buyer in Q2 2024 was HUB Investment Partners, an estimated $164K added.
- The largest Special Opportunities Fund seller in Q2 2024 was Relative Value Partners Group, an estimated $19.2M sold.
Based on aggregated 13F filings for Q2 2024.