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
Q2 2021 vs. Q1 2021
How the institutions holding Special Opportunities Fund, Inc. changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 35 | 42 | +7 |
| Shares | 4.02M | 5.63M | +1.61M (+40.0%) |
| Value | $59.0M | $85.5M | +$26.5M (+44.9%) |
New holders (10)
Institutions that held Special Opportunities Fund, Inc. at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Thomas J. Herzfeld Advisors, Inc. | 216,947 | $3.29M | 1.37% |
| Robinson Capital Management, LLC | 92,650 | $1.40M | 0.76% |
| Raymond James & Associates | 52,026 | $789.0K | 0.00% |
| Clough Capital Partners L P | 38,400 | $583.0K | 0.03% |
| Usca Ria LLC | 14,800 | $225.0K | 0.01% |
| Private Advisor Group, LLC | 14,528 | $220.0K | 0.00% |
| Harbour Investments, Inc. | 11,874 | $180.0K | 0.01% |
| Steward Partners Investment Advisory, LLC | 7,290 | $111.0K | 0.00% |
| Advisory Services Network, LLC | 4,757 | $72.0K | 0.00% |
| Lindbrook Capital, LLC | 2,500 | $38.0K | 0.01% |
Sold out (3)
Institutions that held Special Opportunities Fund, Inc. at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Sit Investment Associates Inc | 266,925 | $3.91M |
| Rivernorth Capital Management, LLC | 244,394 | $3.58M |
| Spire Wealth Management | 306 | $4.00K |