SPE

Special Opportunities Fund
SPE

Overview Fund Activity

36 hedge funds and large institutions have $21.2M invested in Special Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
36
Holders Change
–
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIP
1
HUB Investment Partners
Texas
$169K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$161K
3
AW
3
Atlas Wealth
Ohio
$138K
4
AA
4
Ancora Advisors
Ohio
$386K
5
NA
5
NewEdge Advisors
Louisiana
$184K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
RCM
2
Rivernorth Capital Management
Florida
$4.24M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$286K
4
SFS
4
Shaker Financial Services
Virginia
$771K
5
EP
5
EPIQ Partners
Minnesota
$1.14M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$4.24M 324,207 -56,347 -15%
BBPWM
2
Blue Bell Private Wealth Management
Pennsylvania
$3.39M 259,190 -2,516 -1%
CL
3
CSS LLC
Illinois
$3.38M 258,384 – –
Morgan Stanley
4
Morgan Stanley
New York
$1.74M 132,873 -3,058 -2%
SC
5
Scotia Capital
Ontario, Canada
$1.16M 88,346 +209 +0.2%
EP
6
EPIQ Partners
Minnesota
$1.14M 87,134 -32,301 -27%
SFS
7
Shaker Financial Services
Virginia
$771K 58,923 -43,836 -43%
First Manhattan
8
First Manhattan
New York
$399K 30,500 -3,500 -10%
RJA
9
Raymond James & Associates
Florida
$394K 30,160 -2,334 -7%
SIA
10
SkyView Investment Advisors
New Jersey
$391K 29,923 -2,567 -8%
AA
11
Ancora Advisors
Ohio
$386K 29,476 +3,976 +16%
MC
12
Matisse Capital
Oregon
$298K 22,786 – –
Osaic Holdings
13
Osaic Holdings
Arizona
$286K 21,873 -53,584 -71%
AGM
14
Alpine Global Management
New York
$280K 21,424 – –
SFS
15
Sowell Financial Services
Arkansas
$227K 17,369 – –
PAG
16
Private Advisor Group
New Jersey
$215K 16,462 +2,000 +14%
HI
17
Harbour Investments
Wisconsin
$213K 16,284 +360 +2%
NS
18
NBC Securities
Alabama
$204K 15,603 +125 +0.8%
LOPW
19
Live Oak Private Wealth
North Carolina
$194K 14,853 – –
NA
20
NewEdge Advisors
Louisiana
$184K 14,104 +2,904 +26%
Wells Fargo
21
Wells Fargo
California
$184K 14,089 -4,299 -23%
PP
22
Patron Partners
Texas
$181K 13,825 – –
BJL
23
Brighton Jones LLC
Washington
$173K 13,246 – –
HIP
24
HUB Investment Partners
Texas
$169K 12,900 +12,900 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$161K 12,322 +12,322 New
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