Q2 2015 13F Holders as of 30 Jun 2015
-
Type / Class
-
Equity / COMMON SHARES
-
Shares outstanding
-
10,583,246
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Number of holders
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26
-
Total 13F shares, excl. options
-
4,935,989
-
Shares change
-
+502,802
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Total reported value, excl. options
-
$75,477,000
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Value change
-
+$7,683,035
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Number of buys
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10
-
Number of sells
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-11
-
Price
-
$15.29
Significant Holders of SPECIAL OPPORTUNITIES FUND, INC. - COMMON SHARES (SPE) as of Q2 2015
28 filings reported holding SPE - SPECIAL OPPORTUNITIES FUND, INC. - COMMON SHARES as of Q2 2015.
SPECIAL OPPORTUNITIES FUND, INC. - COMMON SHARES (SPE) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,935,989 shares
of 10,583,246 outstanding shares and own 46.6% of the company stock.
Largest 10 shareholders include Relative Value Partners Group, LLC (2,498,104 shares), SIT INVESTMENT ASSOCIATES INC (438,323 shares), Ancora Advisors, LLC (415,707 shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (296,418 shares), Shaker Financial Services, LLC (269,116 shares), Horizon Kinetics LLC (268,022 shares), CSS LLC/IL (218,527 shares), MORGAN STANLEY (136,554 shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (127,719 shares), and Independence Trust CO (75,900 shares).
This table shows the top 26 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.