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Special Opportunities Fund, Inc.

SPE
Exchange
NYSE
SEC CIK
0000897802

No open-market purchases or sales by Special Opportunities Fund, Inc. insiders were filed in the last 90 days; 46 institutions reported holding it in 13F filings for Q2 2026, worth $43.6M in total; no superinvestor holds it.

Other share classesSPE.PC

13F holders, Q1 2021

Institutional positions in Special Opportunities Fund, Inc. as of Mar 31, 2021. 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
35
No complete 13F data for Q4 2020
Shares held
4.02M
No complete 13F data for Q4 2020
Total value
$59.0M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting SPE 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.

Institutional holdersQ1 2021: 35 institutions
Q1 2021: 35 institutionsQ2 2021: 42 institutionsQ3 2021: 38 institutionsQ4 2021: 43 institutionsQ1 2022: 35 institutionsQ2 2022: 35 institutionsQ3 2022: 34 institutionsQ4 2022: 34 institutionsQ1 2023: 36 institutionsQ2 2023: 35 institutionsQ3 2023: 38 institutionsQ4 2023: 36 institutionsQ1 2024: 37 institutionsQ2 2024: 37 institutionsQ3 2024: 37 institutionsQ4 2024: 38 institutionsQ1 2025: 37 institutionsQ2 2025: 36 institutionsQ3 2025: 41 institutionsQ4 2025: 44 institutionsQ1 2026: 43 institutionsQ2 2026: 46 institutions
Value heldQ1 2021: $59.0M
Q1 2021: $59.0MQ2 2021: $85.5MQ3 2021: $99.9MQ4 2021: $94.0MQ1 2022: $27.9MQ2 2022: $53.0MQ3 2022: $43.8MQ4 2022: $44.1MQ1 2023: $41.5MQ2 2023: $41.9MQ3 2023: $40.5MQ4 2023: $42.8MQ1 2024: $42.3MQ2 2024: $21.4MQ3 2024: $43.6MQ4 2024: $45.5MQ1 2025: $44.2MQ2 2025: $45.7MQ3 2025: $48.8MQ4 2025: $44.6MQ1 2026: $42.8MQ2 2026: $43.6M
Institutions holding SPE and their total value by quarter
QuarterHoldersValue
Q2 202646$43.6M
Q1 202643$42.8M
Q4 202544$44.6M
Q3 202541$48.8M
Q2 202536$45.7M
Q1 202537$44.2M
Q4 202438$45.5M
Q3 202437$43.6M
Q2 202437$21.4M
Q1 202437$42.3M
Q4 202336$42.8M
Q3 202338$40.5M
Q2 202335$41.9M
Q1 202336$41.5M
Q4 202234$44.1M
Q3 202234$43.8M
Q2 202235$53.0M
Q1 202235$27.9M
Q4 202143$94.0M
Q3 202138$99.9M
Q2 202142$85.5M
Q1 202135$59.0M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Special Opportunities Fund, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SPE in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Relative Value Partners Group, LLC1,779,408$26.1M2.23%––
Shaker Financial Services, LLC349,705$5.13M2.04%––
Epiq Partners, LLC337,855$4.95M2.83%––
Sit Investment Associates Inc266,925$3.91M0.10%––
Rivernorth Capital Management, LLC244,394$3.58M0.21%––
Blue Bell Private Wealth Management, LLC227,857$3.34M1.02%––
CSS LLC197,550$2.90M0.16%––
Ancora Advisors, LLC126,823$1.86M0.05%––
Landscape Capital Management, L.L.C.85,111$1.25M0.20%––
Saba Capital Management, L.P.71,952$1.05M0.04%––
Scotia Capital Inc.65,569$961.0K0.01%––
Advisor Group Holdings, Inc.60,364$885.0K0.00%––
Morgan Stanley34,022$498.0K0.00%––
Wells Fargo & Company26,375$387.0K0.00%––
Wolverine Asset Management LLC26,333$386.0K0.00%––
Dynamic Advisor Solutions LLC18,836$276.0K0.03%––
Sowell Financial Services LLC17,369$262.0K0.01%––
First Manhattan Co16,250$238.0K0.00%––
Mid Atlantic Financial Management Inc13,800$202.0K0.01%––
Calton & Associates, Inc.13,516$198.0K0.04%––
Wealth Dimensions Group, Ltd.10,736$157.0K0.12%––
UBS Group AG7,310$107.0K0.00%––
Crewe Advisors LLC6,970$102.0K0.03%––
FNY Investment Advisers, LLC6,787$99.0K0.04%––
Geneos Wealth Management Inc.2,715$40.0K0.00%––
Wagner Wealth Management, LLC2,440$36.0K0.03%––
Royal Bank of Canada2,149$32.0K0.00%––
JNBA Financial Advisors1,004$15.0K0.00%––
Crescent Capital Consulting, LLC1,000$15.0K0.00%––
Bank of America Corp900$13.0K0.00%––
CWM, LLC375$6.00K0.00%––
Winmill & Co. Inc280$4.00K0.00%––
Spire Wealth Management306$4.00K0.00%––
TFC Financial Management164$2.00K0.00%––
CVA Family Office, LLC30$00.00%––