Special Opportunities Fund
SPE
38 hedge funds and large institutions have $43.6M invested in Special Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 5 closing their positions.
1,370% more capital inflows, than outflows
Capital inflows: $22M | Capital outflows: $1.5M
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
13.49% more ownership
Funds ownership: 14.65% → 28.14% (+13%)
3% more funds holding
Funds holding: 37 → 38 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$21.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$171K |
| 3 |
Bay Colony Advisors
Concord,
Massachusetts
|
+$149K |
| 4 |
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$141K |
| 5 |
Shaker Financial Services
Arlington,
Virginia
|
+$63.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$391K |
| 2 |
EPIQ Partners
Minneapolis,
Minnesota
|
-$267K |
| 3 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$188K |
| 4 |
Brighton Jones LLC
Seattle,
Washington
|
-$173K |
| 5 |
HUB Investment Partners
Austin,
Texas
|
-$169K |
SPE Hedge Fund Activity: Q3 2024 in Review
38 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in Special Opportunities Fund (SPE) for Q3 2024, worth a combined $43.6M — up 104% from $21.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPE positions and 5 closed out — a net gain of 1 holder — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $21.2M. The largest seller was SkyView Investment Advisors, exiting entirely with an estimated $391K sold.
- 38 institutional investors held Special Opportunities Fund (SPE) as of Q3 2024, up from 37 in Q2 2024.
- Funds reported $43.6M of Special Opportunities Fund stock for Q3 2024, up 104% quarter-over-quarter.
- 6 funds opened new Special Opportunities Fund positions in Q3 2024 and 5 closed out, a net change of +1 holder.
- The largest Special Opportunities Fund buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $21.2M added.
- The largest Special Opportunities Fund seller in Q3 2024 was SkyView Investment Advisors, an estimated $391K sold.
Based on aggregated 13F filings for Q3 2024.