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
Q3 2022 vs. Q2 2022
How the institutions holding Special Opportunities Fund, Inc. changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 35 | 34 | −1 |
| Shares | 4.17M | 3.95M | −221.5K (−5.3%) |
| Value | $53.0M | $43.8M | −$9.11M (−17.2%) |
New holders (4)
Institutions that held Special Opportunities Fund, Inc. at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Shaker Financial Services, LLC | 78,635 | $872.0K | 0.43% |
| Triad Investment Management | 19,414 | $215.0K | 0.37% |
| Csenge Advisory Group | 10,556 | $117.0K | 0.01% |
| FMR LLC | 1 | $0 | 0.00% |
Sold out (5)
Institutions that held Special Opportunities Fund, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Robinson Capital Management, LLC | 46,338 | $590.0K |
| Sowell Financial Services LLC | 17,369 | $215.0K |
| SkyView Investment Advisors, LLC | 3,101 | $38.0K |
| Geneos Wealth Management Inc. | 2,715 | $33.0K |
| Ahrens Investment Partners LLC | 500 | $6.00K |