Special Opportunities Fund, Inc. (SPE)
Special Opportunities Fund, Inc. (SPE) is listed on the New York Stock Exchange, where it has traded since May 28, 1993.
- Listed On
- the New York Stock Exchange
- Listed Since
- May 28, 1993
- Market Cap
- $143M
About Special Opportunities Fund, Inc.
Special Opportunities Fund Inc is a closed-ended diversified management investment company. Its investment objective is to have the total return. The company's investment portfolio consists of investment companies, common stocks, money market funds, commodity partnerships, preferred stocks, convertible bonds, liquidating trusts, promissory notes, senior unsecured notes, warrants, rights, corporate notes and corporate bonds.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 44 institutions reported holding SPE, with 3.1 million shares worth $42.1 million in aggregate. The largest reported holder was Focus Partners Wealth, with 1.2 million shares worth $16.8 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Focus Partners Wealth | 1,245,185 | $17M | Reduced 6.76% |
| Shaker Financial Services | 664,992 | $9M | Added 78.74% |
| Blue Bell Private Wealth Management | 356,979 | $5M | Added 21.05% |
| Css LLC/IL | 122,529 | $2M | Added 3.18% |
| Scotia Capital | 108,784 | $1M | Reduced 1.14% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is SPE?
Special Opportunities Fund, Inc. (SPE) is listed on the New York Stock Exchange, where it has traded since May 28, 1993.
Who are the largest institutional holders of SPE?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SPE were Focus Partners Wealth, Shaker Financial Services and Blue Bell Private Wealth Management.
How many institutions own SPE?
44 institutions reported a position in SPE for the quarter ended June 30, 2026, worth $42.1 million in total.
Did institutions buy or sell SPE last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for SPE.
Every reported institutional holder, plus insider and congressional trades in SPE, on SentiSense.