SPE

Special Opportunities Fund
SPE

Overview Fund Activity

36 hedge funds and large institutions have $43.3M invested in Special Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 5 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
5
Increased
11
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$21.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$175K
3
BCA
3
Bay Colony Advisors
Massachusetts
$153K
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$3.75M
5
SFS
5
Shaker Financial Services
Virginia
$885K

Top Sellers

1
SIA
1
SkyView Investment Advisors
New Jersey
$0
2
EP
2
EPIQ Partners
Minnesota
$938K
3
RCM
3
Rivernorth Capital Management
Florida
$4.32M
4
BJL
4
Brighton Jones LLC
Washington
$0
5
HIP
5
HUB Investment Partners
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$21.6M 1,565,887 +1,565,887 New
RCM
2
Rivernorth Capital Management
Florida
$4.32M 310,363 -13,844 -4%
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$3.75M 269,555 +10,365 +4%
CL
4
CSS LLC
Illinois
$3.59M 258,384 – –
Morgan Stanley
5
Morgan Stanley
New York
$1.81M 129,900 -2,973 -2%
SC
6
Scotia Capital
Ontario, Canada
$1.18M 84,491 -3,855 -4%
EP
7
EPIQ Partners
Minnesota
$938K 67,426 -19,708 -23%
SFS
8
Shaker Financial Services
Virginia
$885K 63,636 +4,713 +8%
First Manhattan
9
First Manhattan
New York
$424K 30,500 – –
AA
10
Ancora Advisors
Ohio
$410K 29,476 – –
RJA
11
Raymond James & Associates
Florida
$402K 28,929 -1,231 -4%
AGM
12
Alpine Global Management
New York
$348K 25,000 +3,576 +17%
MC
13
Matisse Capital
Oregon
$317K 22,786 – –
Osaic Holdings
14
Osaic Holdings
Arizona
$271K 19,500 -2,373 -11%
SFS
15
Sowell Financial Services
Arkansas
$242K 17,369 – –
PAG
16
Private Advisor Group
New Jersey
$229K 16,462 – –
HI
17
Harbour Investments
Wisconsin
$227K 16,284 – –
NS
18
NBC Securities
Alabama
$218K 15,723 +120 +0.8%
Wells Fargo
19
Wells Fargo
California
$217K 15,588 +1,499 +11%
NA
20
NewEdge Advisors
Louisiana
$214K 15,362 +1,258 +9%
LOPW
21
Live Oak Private Wealth
North Carolina
$207K 14,853 – –
LCM
22
Landscape Capital Management
New Jersey
$205K 14,755 +2,723 +23%
PP
23
Patron Partners
Texas
$192K 13,825 – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$192K 13,769 +1,447 +12%
HighTower Advisors
25
HighTower Advisors
Illinois
$179K 13,374 +594 +5%
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