Who Owns SPE?
Special Opportunities Fund, Inc. — Institutional Ownership & 13F Holdings
$13.70
-0.10 (-0.70%)
Market Cap
$158.3M
Shares Outstanding
—
Institutional Holders
35
Total Inst. Value
$38.1M
% of Float Held
—
QoQ Holder Change
+11
Institutional data as of Q1 2025
New Positions
35
Closed Positions
0
Increased
0
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Kovitz Investment Group Partners, LLCNew | $23.1M | 1,535,479 |
| 2 | CSS LLC/ILNew | $2.5M | 167,776 |
| 3 | MORGAN STANLEYNew | $1.8M | 116,873 |
| 4 | Advisors Asset Management, Inc.New | $1.7M | 111,905 |
| 5 | RIVERNORTH CAPITAL MANAGEMENT, LLCNew | $1.6M | 103,488 |
| 6 | SCOTIA CAPITAL INC.New | $1.5M | 99,215 |
| 7 | Shaker Financial Services, LLCNew | $1.2M | 77,098 |
| 8 | FIRST MANHATTAN CO. LLC.New | $473K | 31,510 |
| 9 | RAYMOND JAMES FINANCIAL INCNew | $437K | 29,115 |
| 10 | OPPENHEIMER & CO INCNew | $372K | 24,766 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Kovitz Investment Group Partners, LLCNew | +1.5M | $23.1M |
| CSS LLC/ILNew | +168K | $2.5M |
| MORGAN STANLEYNew | +117K | $1.8M |
| Advisors Asset Management, Inc.New | +112K | $1.7M |
| RIVERNORTH CAPITAL MANAGEMENT, LLCNew | +103K | $1.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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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 Kovitz Investment Group Partners, LLC with $23.1M in shares.
Are institutions buying or selling SPE?
This quarter, 35 institutions opened new positions in SPE and 0 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.