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Special Opportunities Fund, Inc.

SPE.PC
Exchange
NYSE
SEC CIK
0000897802

No open-market purchases or sales by Special Opportunities Fund, Inc. insiders were filed in the last 90 days; 11 institutions reported holding it in 13F filings for Q2 2026, worth $42.0M in total; no superinvestor holds it.

Other share classesSPE

Q4 2023 vs. Q3 2023

How the institutions holding Special Opportunities Fund, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of SPE.PC: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders917−1
Shares1.71M24.7K1.68M−12.2K (−0.7%)
Value$38.9M$560.8K$38.4M+$14.0K (0.0%)

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (0)

Institutions that held Special Opportunities Fund, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

None.

Sold out (1)

Institutions that held Special Opportunities Fund, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of SPE.PC in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Blue Bell Private Wealth Management, LLC3,056$69.4K

Not filed for Q4 2023 yet (1)

Institutions that held Special Opportunities Fund, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SPE.PC in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
KCS Wealth Advisory24,706$560.8K