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
Q1 2022 vs. Q4 2021
How the institutions holding Special Opportunities Fund, Inc. changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 43 | 2 | 35 | −6 |
| Shares | 6.09M | 13.4K | 4.50M | −1.57M (−25.9%) |
| Value | $94.0M | $206.0K | $27.9M | −$65.9M (−70.2%) |
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (3)
Institutions that held Special Opportunities Fund, Inc. at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Clough Capital Partners L P | 56,300 | $845.0K | 0.06% |
| Bank of Montreal | 13,399 | $202.0K | 0.00% |
| FMR LLC | 2 | $0 | 0.00% |
Sold out (9)
Institutions that held Special Opportunities Fund, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Robinson Capital Management, LLC | 72,635 | $1.12M |
| Winning Points Advisors, LLC | 27,336 | $376.0K |
| Sowell Financial Services LLC | 17,369 | $268.0K |
| U.S. Capital Wealth Advisors, LLC | 11,948 | $185.0K |
| Wealth Dimensions Group, Ltd. | 10,736 | $166.0K |
| Shaker Financial Services, LLC | 10,457 | $162.0K |
| Wagner Wealth Management, LLC | 2,311 | $36.0K |
| JNBA Financial Advisors | 1,106 | $17.0K |
| TFC Financial Management | 164 | $3.00K |
Not filed for Q1 2022 yet (2)
Institutions that held Special Opportunities Fund, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Harbour Investments, Inc. | 12,363 | $191.0K |
| Crescent Capital Consulting, LLC | 1,000 | $15.0K |