Special Opportunities Fund Inc. Institutional Ownership

SPE 
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0.072
0.43%
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Company Details

Institutional Ownership
Type Value
Total Shares Out Standing (millions): 8
Total Value of Holdings ($ millions): $81
Institutional Ownership: 61.32%
Price (as of 06/30/2014) 16.8

Ownership Summary

Ownership Analysis # of Holders Shares
Total Shares Held: 34 4,801,517
New Positions: 7 954,760
Increased Positions: 22 2,367,528
Decreased Positions: 10 880,334
Holders With Activity: 32 3,247,862
Sold Out Positions: 4 37,026

Institutional Holdings information for SPE is filed by major institutions on form 13-F with the Securities and Exchange Commission. Learn more about the information on this page in the help area for Institutional Holdings.

34 Institutional Holders
4,801,517 Total Shares Held

Click on the column header links to resort ascending (▲) or descending (▼).
Owner Name Date Shared Held Change (Shares) Change (%) Value (in 1,000s)
RELATIVE VALUE PARTNERS, LLC 03/31/2014 2,243,466 784,409 53.76 37,690
HORIZON KINETICS LLC 03/31/2014 662,628 662,628 New 11,132
CSS LLC/IL 03/31/2014 352,637 298,259 548.49 5,924
KARPUS MANAGEMENT, INC. 03/31/2014 280,373 (759,634) (73.04) 4,710
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 03/31/2014 270,096 108,807 67.46 4,538
ANCORA ADVISORS, LLC 03/31/2014 247,732 71,780 40.80 4,162
SIT INVESTMENT ASSOCIATES INC 03/31/2014 123,135 123,135 New 2,069
RIVERNORTH CAPITAL MANAGEMENT, LLC 03/31/2014 119,119 119,119 New 2,001
MORGAN STANLEY 03/31/2014 102,872 78,581 323.50 1,728
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 06/30/2014 59,537 (312) (0.52) 1,000
COMMONWEALTH EQUITY SERVICES, INC 03/31/2014 57,382 8,672 17.80 964
KMS FINANCIAL SERVICES, INC 03/31/2014 49,170 33,632 216.45 826
WESTERN INVESTMENT LLC 09/30/2013 44,893 1,700 3.94 754
KCG HOLDINGS, INC. 03/31/2014 32,550 32,550 New 547
WELLS FARGO & COMPANY/MN 03/31/2014 25,472 7,841 44.47 428