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
13F holders, Q4 2023
Institutional positions in Special Opportunities Fund, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 7
- −1 vs. Q3 2023
- Shares held
- 1.68M
- −12.2K (−0.7%) vs. Q3 2023
- Total value
- $38.4M
- +$14.0K (0.0%) vs. Q3 2023
- New holders
- 0
- 2 more added
- Sold out
- 1
- 2 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPE.PC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 11 | $42.0M |
| Q1 2026 | 11 | $41.7M |
| Q4 2025 | 12 | $51.1M |
| Q3 2025 | 12 | $52.4M |
| Q2 2025 | 10 | $43.0M |
| Q1 2025 | 10 | $42.1M |
| Q4 2024 | 10 | $41.7M |
| Q3 2024 | 9 | $39.7M |
| Q2 2024 | 8 | $8.49M |
| Q1 2024 | 9 | $38.7M |
| Q4 2023 | 7 | $38.4M |
| Q3 2023 | 9 | $38.9M |
| Q2 2023 | 9 | $39.9M |
| Q1 2023 | 9 | $40.3M |
| Q4 2022 | 9 | $40.1M |
| Q3 2022 | 9 | $41.3M |
| Q2 2022 | 8 | $42.2M |
| Q1 2022 | 6 | $8.34M |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Special Opportunities Fund, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Winmill & Co. Inc | 200 | $4.56K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 295 | $6.75K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,286 | $29.3K | 0.00% | +1+0.1% | Added |
| Wells Fargo & Company | 21,200 | $485.3K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 32,300 | $739.3K | 0.00% | −7,100−18.0% | Reduced |
| CSS LLC | 282,834 | $6.45M | 0.50% | +1,538+0.5% | Added |
| Relative Value Partners Group, LLC | 1,338,762 | $30.6M | 1.87% | −3,584−0.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −3,056−100.0% | Sold out |
| KCS Wealth Advisory | – | – | – | – | Not filed |