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 2023 vs. Q4 2022
How the institutions holding Special Opportunities Fund, Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Q1 2023 | Change |
|---|---|---|---|
| Holders | 34 | 36 | +2 |
| Shares | 3.87M | 3.79M | −79.6K (−2.1%) |
| Value | $44.1M | $41.5M | −$2.65M (−6.0%) |
New holders (7)
Institutions that held Special Opportunities Fund, Inc. at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wolverine Asset Management LLC | 54,600 | $597.3K | 0.01% |
| Almitas Capital LLC | 22,361 | $244.6K | 0.12% |
| NWF Advisory Services Inc. | 18,000 | $202.0K | 0.05% |
| SkyView Investment Advisors, LLC | 17,490 | $191.0K | 0.04% |
| Sowell Financial Services LLC | 17,369 | $190.0K | 0.01% |
| Live Oak Private Wealth LLC | 14,853 | $162.5K | 0.03% |
| Landscape Capital Management, L.L.C. | 11,452 | $125.3K | 0.02% |
Sold out (5)
Institutions that held Special Opportunities Fund, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Calton & Associates, Inc. | 21,183 | $241.5K |
| Guggenheim Capital LLC | 17,279 | $197.0K |
| Susquehanna International Group, LLP | 13,745 | $156.7K |
| Steward Partners Investment Advisory, LLC | 10,707 | $122.1K |
| U.S. Capital Wealth Advisors, LLC | 4,250 | $48.5K |