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 2024 vs. Q2 2024
How the institutions holding Special Opportunities Fund, Inc. changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 37 | 37 | 0 |
| Shares | 1.64M | 3.14M | +1.51M (+92.0%) |
| Value | $21.4M | $43.6M | +$22.1M (+103.5%) |
New holders (5)
Institutions that held Special Opportunities Fund, Inc. at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 1,565,887 | $21.6M | 0.15% |
| Susquehanna International Group, LLP | 12,609 | $175.4K | 0.00% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,972 | $152.6K | 0.02% |
| Godsey & Gibb Associates | 1,155 | $16.1K | 0.00% |
| Sound Income Strategies, LLC | 639 | $8.89K | 0.00% |
Sold out (5)
Institutions that held Special Opportunities Fund, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| SkyView Investment Advisors, LLC | 29,923 | $391.0K |
| Brighton Jones LLC | 13,246 | $173.3K |
| TCG Advisory Services, LLC | 12,900 | $168.7K |
| Atlas Wealth LLC | 10,371 | $138.3K |
| Tucker Asset Management LLC | 1,924 | $25.2K |