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Special Opportunities Fund (SPE) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Special Opportunities Fund (NYSE:SPE)

Current
Institutional Ownership
Percentage
35.60%
Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$3.09M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.18M
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SPE Institutional Buying and Selling by Quarter

Special Opportunities Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2024 Epiq Partners LLC119,435$1.51M1.0%-15.4%1.068%
4/5/2024 NBC Securities Inc.15,478$195K0.0%+6.4%0.138%
2/12/2024Scotia Capital Inc.91,266$1.08M0.0%+3.7%0.816%
2/8/2024Matisse Capital22,786$270K0.1%N/A0.204%
2/7/2024Shaker Financial Services LLC197,348$2.34M1.0%-7.6%1.765%
1/24/2024Sowell Financial Services LLC18,427$219K0.0%-12.5%0.165%
1/16/2024 Raymond James & Associates24,344$289K0.0%-18.7%0.218%
1/11/2024 Epiq Partners LLC141,195$1.68M1.2%-11.2%1.263%
11/21/2023Almitas Capital LLC23,058$252K0.1%-15.4%0.206%
11/15/2023Scotia Capital Inc.88,007$962K0.0%+6.9%0.787%
11/14/2023Ancora Advisors LLC32,482$355K0.0%-7.6%0.291%
11/14/2023Alpine Global Management LLC20,404$223K0.1%N/A0.183%
11/8/2023Sowell Financial Services LLC21,050$230K0.0%N/A0.188%
11/6/2023RPO LLC17,158$188K0.2%N/A0.153%
11/4/2023 NBC Securities Inc.14,711$160K0.0%N/A0.132%
11/2/2023Shaker Financial Services LLC213,508$2.33M1.1%-5.6%1.910%
10/24/2023 Raymond James & Associates29,943$327K0.0%-34.5%0.261%
10/18/2023 Epiq Partners LLC159,060$1.74M1.3%-6.7%1.388%
8/11/2023Almitas Capital LLC27,258$315K0.1%+21.9%0.238%
8/7/2023Wolverine Asset Management LLC19,739$221K0.0%-63.8%0.172%
8/7/2023Shaker Financial Services LLC226,137$2.54M1.1%+9.6%1.973%
8/3/2023Scotia Capital Inc.82,309$924K0.0%-2.3%0.718%
7/25/2023 Raymond James & Associates45,704$513K0.0%+8.9%0.399%
7/20/2023Csenge Advisory Group13,287$149K0.0%-8.9%0.116%
7/12/2023 Epiq Partners LLC170,422$1.91M1.3%-19.0%1.487%
5/11/2023Scotia Capital Inc.84,288$922K0.0%+1.5%0.735%
5/11/2023Meixler Investment Management Ltd.11,599$127K0.1%-14.7%0.101%
5/10/2023Landscape Capital Management L.L.C.11,452$125K0.0%N/A0.100%
5/8/2023Shaker Financial Services LLC206,268$2.26M1.0%+43.8%1.800%
5/8/2023Wolverine Asset Management LLC54,600$597K0.0%N/A0.476%
5/8/2023 Live Oak Private Wealth LLC14,853$162K0.0%N/A0.130%
4/12/2023 Epiq Partners LLC210,426$2.30M1.6%-35.1%1.836%
2/9/2023Scotia Capital Inc.83,028$947K0.0%-7.5%0.724%
2/3/2023Shaker Financial Services LLC143,431$1.64M0.8%+82.4%1.252%
2/3/2023U.S. Capital Wealth Advisors LLC4,250$48K0.0%N/A0.037%
1/27/2023 Triad Investment Management20,614$235K0.4%+6.2%0.180%
1/18/2023Private Advisor Group LLC14,462$164.87M0.0%-43.9%0.126%
1/6/2023 Epiq Partners LLC324,336$3.70M2.5%-2.9%2.829%
11/15/2022First Manhattan Co.57,920$642K0.0%+6.0%0.681%
11/14/2022Thomas J. Herzfeld Advisors Inc.83,913$931K0.4%-55.9%0.987%
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11/9/2022Shaker Financial Services LLC78,635$872K0.4%N/A0.925%
10/25/2022 Raymond James & Associates33,733$374K0.0%+8.3%0.397%
10/18/2022 Triad Investment Management19,414$215K0.4%N/A0.228%
10/4/2022Csenge Advisory Group10,556$117K0.0%N/A0.124%
8/10/2022Thomas J. Herzfeld Advisors Inc.190,145$2.35M1.0%+266.9%2.237%
8/5/2022Scotia Capital Inc.85,702$1.06M0.0%+9.3%1.008%
8/4/2022Steward Partners Investment Advisory LLC16,258$201K0.0%-51.1%0.191%
8/4/2022Robinson Capital Management LLC46,338$590K0.4%N/A0.545%
8/1/2022 Lindbrook Capital LLC6,530$81K0.0%+158.1%0.077%
7/12/2022 Calton & Associates Inc.20,542$254K0.1%+6.7%0.242%
7/7/2022 Epiq Partners LLC333,873$4.13M2.5%+1,397.2%3.928%
5/16/2022Rivernorth Capital Management LLC773,184$11.61M0.4%-28.1%9.095%
5/9/2022Scotia Capital Inc.78,414$1.18M0.0%-12.5%0.922%
5/2/2022Steward Partners Investment Advisory LLC33,241$499K0.0%+223.0%0.391%
4/27/2022Crewe Advisors LLC6,970$105K0.0%-16.7%0.082%
4/27/2022 Epiq Partners LLC22,300$335K0.2%-94.6%0.262%
4/26/2022 Calton & Associates Inc.19,261$289K0.1%-10.0%0.227%
4/12/2022 Calton & Associates Inc.19,261$289K0.1%-10.0%0.227%
3/10/2022Meixler Investment Management Ltd.21,652$335K0.3%N/A0.255%
2/18/2022SkyView Investment Advisors LLC20,770$321K0.1%-58.3%0.244%
2/16/2022Winning Points Advisors LLC27,336$376K0.3%N/A0.322%
2/14/2022CSS LLC IL289,929$4.48M0.2%+1.2%3.411%
2/10/2022Private Advisor Group LLC25,128$388K0.0%-50.0%0.296%
2/8/2022Robinson Capital Management LLC72,635$1.12M0.7%-6.1%0.854%
2/8/2022 Raymond James & Associates33,230$513K0.0%-33.8%0.391%
2/7/2022Shaker Financial Services LLC10,457$162K0.1%N/A0.123%
1/25/2022 Epiq Partners LLC411,179$6.35M3.4%-6.8%4.837%
11/16/2021SkyView Investment Advisors LLC49,802$765K0.2%N/A0.586%
11/15/2021Ancora Advisors LLC85,756$1.32M0.0%+20.2%1.009%
11/15/2021Rivernorth Capital Management LLC952,045$14.63M0.8%N/A11.199%
11/15/2021Guggenheim Capital LLC18,085$278K0.0%N/A0.213%
11/15/2021CSS LLC IL286,396$4.40M0.2%+187.0%3.369%
11/15/2021First Manhattan Co.47,010$722K0.0%+189.3%0.553%
11/12/2021Scotia Capital Inc.69,905$1.07M0.0%+1.5%0.822%
11/10/2021 Blue Bell Private Wealth Management LLC277,280$4.27M1.2%+18.3%3.262%
11/9/2021Robinson Capital Management LLC77,385$1.19M1.1%-16.5%0.910%
11/5/2021 Calton & Associates Inc.22,025$338K0.1%+97.4%0.259%
11/5/2021Advisor Group Holdings Inc.38,616$593K0.0%-22.4%0.454%
11/2/2021 Raymond James & Associates50,228$772K0.0%-3.5%0.591%
11/1/2021U.S. Capital Wealth Advisors LLC11,925$183K0.0%N/A0.140%
10/19/2021 Epiq Partners LLC441,219$6.78M3.1%+33.2%5.190%
10/14/2021Private Advisor Group LLC50,256$772K0.0%+245.9%0.591%
8/13/2021Steward Partners Investment Advisory LLC7,290$111K0.0%N/A0.086%
8/13/2021Ancora Advisors LLC71,323$1.08M0.0%-43.8%0.839%
8/13/2021Winmill & CO. Inc.2,000$30K0.0%+614.3%0.024%
8/12/2021Private Advisor Group LLC14,528$220K0.0%N/A0.171%
8/12/2021Advisory Services Network LLC4,757$72K0.0%N/A0.056%
8/12/2021Scotia Capital Inc.68,874$1.05M0.0%+5.0%0.810%
8/12/2021Relative Value Partners Group LLC3,572,795$54.20M4.2%+100.8%42.028%
8/10/2021 Dynamic Advisor Solutions LLC11,405$173K0.0%-39.5%0.134%
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8/10/2021Mid Atlantic Financial Management Inc. ADV16,800$255K0.0%+21.7%0.198%
8/4/2021Shaker Financial Services LLC254,451$3.86M1.4%-27.2%2.994%
8/3/2021Landscape Capital Management L.L.C.180,448$2.74M0.3%+112.0%2.123%
8/2/2021Advisor Group Holdings Inc.49,743$755K0.0%-17.6%0.585%
8/2/2021 Epiq Partners LLC331,130$5.02M2.5%-2.0%3.895%
7/28/2021Usca Ria LLC14,800$225K0.0%N/A0.174%
7/27/2021 Lindbrook Capital LLC2,500$38K0.0%N/A0.029%
5/18/2021Rivernorth Capital Management LLC244,394$3.58M0.2%+1.8%2.875%
5/17/2021Saba Capital Management L.P.71,952$1.06M0.0%N/A0.846%
5/17/2021CSS LLC IL197,550$2.90M0.1%+13.0%2.324%
(Data available from 1/1/2016 forward)

SPE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPE shares?

During the previous two years, 26 institutional investors and hedge funds held shares of Special Opportunities Fund. The most heavily invested institutionals were Private Advisor Group LLC ($164.87M), Rivernorth Capital Management LLC ($11.61M), Shaker Financial Services LLC ($2.34M), Epiq Partners LLC ($1.51M), Scotia Capital Inc. ($1.08M), Thomas J. Herzfeld Advisors Inc. ($931K), and First Manhattan Co. ($642K).Learn more on SPE's institutional investors.

What percentage of Special Opportunities Fund stock is owned by institutional investors?

35.60% of Special Opportunities Fund stock is owned by institutional investors. Learn more on SPE's institutional investor holdings.

Which institutional investors have been buying Special Opportunities Fund stock?

Of the 22 institutional investors that purchased Special Opportunities Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Epiq Partners LLC ($311.57K), Shaker Financial Services LLC ($226.14K), Thomas J. Herzfeld Advisors Inc. ($138.32K), Wolverine Asset Management LLC ($54.60K), Robinson Capital Management LLC ($46.34K), Steward Partners Investment Advisory LLC ($22.95K), and Matisse Capital ($22.79K).

How much institutional buying is happening at Special Opportunities Fund?

Institutional investors have bought a total of 995,976 shares in the last 24 months. This purchase volume represents approximately $11.80M in transactions.

Which Special Opportunities Fund major shareholders have been selling company stock?

Of the 14 institutional investors that sold Special Opportunities Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($301.90K), Epiq Partners LLC ($214.63K), Thomas J. Herzfeld Advisors Inc. ($106.23K), Wolverine Asset Management LLC ($34.86K), Shaker Financial Services LLC ($28.79K), Raymond James & Associates ($21.36K), and Scotia Capital Inc. ($19.87K).

How much institutional selling is happening at Special Opportunities Fund?

Institutional investors have sold a total of 768,768 shares in the last 24 months. This volume of shares sold represents approximately $9.83M in transactions.


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This page (NYSE:SPE) was last updated on 5/2/2024 by MarketBeat.com Staff

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