Who Owns SPE?
Special Opportunities Fund, Inc. — Institutional Ownership & 13F Holdings
$13.96
+0.00 (+0.00%)
Market Cap
$158.3M
Shares Outstanding
10,623,154
Institutional Holders
35
Total Inst. Value
$15.3M
% of Float Held
—
QoQ Holder Change
+11
Institutional data as of Q1 2025
New Positions
8
Closed Positions
10
Increased
10
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CSS LLC/IL | $2.5M | 167,776 |
| 2 | MORGAN STANLEY | $1.8M | 116,873 |
| 3 | Advisors Asset Management, Inc.New | $1.7M | 111,905 |
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $1.6M | 103,488 |
| 5 | SCOTIA CAPITAL INC. | $1.5M | 99,215 |
| 6 | Shaker Financial Services, LLC | $1.2M | 77,098 |
| 7 | FIRST MANHATTAN CO. LLC. | $473K | 31,510 |
| 8 | RAYMOND JAMES FINANCIAL INC | $437K | 29,115 |
| 9 | OPPENHEIMER & CO INC | $372K | 24,766 |
| 10 | ENVESTNET ASSET MANAGEMENT INCNew | $363K | 24,197 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +4K | $1.8M |
| Advisors Asset Management, Inc.New | +112K | $1.7M |
| SCOTIA CAPITAL INC. | +10K | $1.5M |
| FIRST MANHATTAN CO. LLC. | +1K | $473K |
| OPPENHEIMER & CO INC | +2K | $372K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | -99K | $1.6M |
| Shaker Financial Services, LLC | -81K | $1.2M |
| CSS LLC/IL | -35K | $2.5M |
| Kovitz Investment Group Partners, LLC | -10K | $23K |
| Ancora Advisors LLC | -6K | $279K |
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Frequently Asked Questions
How many institutional investors hold SPE?
As of Q1 2025, 35 institutional investors report holding SPE (Special Opportunities Fund, Inc.) in their 13F filings.
Which hedge fund owns the most SPE?
The largest institutional holder of SPE is CSS LLC/IL with $2.5M in shares.
Are institutions buying or selling SPE?
This quarter, 8 institutions opened new positions in SPE and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.