SPE

Special Opportunities Fund
SPE

Overview Fund Activity

38 hedge funds and large institutions have $44.7M invested in Special Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 4 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
4
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$1.38M
2
SFS
2
Shaker Financial Services
Virginia
$2.31M
3
JFG
3
Jefferies Financial Group
New York
$439K
4
OC
4
Oppenheimer & Co
New York
$333K
5
Truist Financial
5
Truist Financial
North Carolina
$328K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$2.96M
2
EP
2
EPIQ Partners
Minnesota
$0
3
CL
3
CSS LLC
Illinois
$2.97M
4
MC
4
Matisse Capital
Oregon
$0
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$22.6M 1,545,405 -20,482 -1%
BBPWM
2
Blue Bell Private Wealth Management
Pennsylvania
$3.66M 250,220 -19,335 -7%
CL
3
CSS LLC
Illinois
$2.97M 202,802 -55,582 -22%
RCM
4
Rivernorth Capital Management
Florida
$2.96M 202,286 -108,077 -35%
SFS
5
Shaker Financial Services
Virginia
$2.31M 157,812 +94,176 +148%
Morgan Stanley
6
Morgan Stanley
New York
$1.65M 113,119 -16,781 -13%
IAA
7
Independent Advisor Alliance
North Carolina
$1.38M 94,349 +94,349 New
SC
8
Scotia Capital
Ontario, Canada
$1.31M 89,632 +5,141 +6%
Raymond James Financial
9
Raymond James Financial
Florida
$453K 30,984 +30,984 New
First Manhattan
10
First Manhattan
New York
$446K 30,500 – –
JFG
11
Jefferies Financial Group
New York
$439K 30,010 +30,010 New
CC
12
CF Capital
Massachusetts
$402K 27,500 +27,500 New
AGM
13
Alpine Global Management
New York
$366K 25,000 – –
AA
14
Ancora Advisors
Ohio
$364K 24,892 -4,584 -16%
OC
15
Oppenheimer & Co
New York
$333K 22,766 +22,766 New
Truist Financial
16
Truist Financial
North Carolina
$328K 22,439 +22,439 New
Osaic Holdings
17
Osaic Holdings
Arizona
$324K 22,140 +2,640 +14%
SFS
18
Sowell Financial Services
Arkansas
$254K 17,369 – –
HI
19
Harbour Investments
Wisconsin
$238K 16,284 – –
BCA
20
Bay Colony Advisors
Massachusetts
$227K 15,542 +4,570 +42%
LOPW
21
Live Oak Private Wealth
North Carolina
$217K 14,853 – –
Wells Fargo
22
Wells Fargo
California
$203K 13,894 -1,694 -11%
PP
23
Patron Partners
Texas
$202K 13,825 – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$200K 13,674 -95 -0.7%
AL
25
Aspiriant LLC
California
$194K 13,246 +13,246 New
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