SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share (SPE)

CUSIP: 84741T104

Q1 2021 13F Holders as of 31 Mar 2021

Holder snapshot 6 signals
Share change
+198,624
SEC-reported price per share
$14.66
Number of holders
34
Value change
+$2,956,404
Number of buys
18
Number of sells
10
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
10,626,898

Security key

84741T104

Report period

Q1 2021

Institutions

34

Top holders

10

Ownership snapshot

Top reported holders of SPE - SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Relative Value Partners G...
Disclosed value leader
Relative Value Partners G...
Comparable rows
0/15
Latest evidence
31 Dec 2020
13F Highest disclosed value: $26,126,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Relative Value Partners Group, LLC has the largest disclosed position value at $26.13M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Relative Value Partners Group, LLC's linked filing trail.
Disclosed position value Top 5
Relative Value Partners Group, LLC $26.13M
SIT INVESTMENT ASSOCIATES INC $6.41M
EPIQ PARTNERS, LLC $4.35M
BLUE BELL PRIVATE WEALTH MANAGEME... $3.63M
Shaker Financial Services, LLC $3.22M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Relative Value Partners Group, LLC
13F
Company
13F
—
denominator unverified
$26,126,000
1,855,512 shares
— 31 Dec 2020
SIT INVESTMENT ASSOCIATES INC
13F
Company
13F
—
denominator unverified
$6,414,000
455,533 shares
— 31 Dec 2020
EPIQ PARTNERS, LLC
13F
Company
13F
—
denominator unverified
$4,350,000
308,975 shares
— 31 Dec 2020
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
13F
Company
13F
—
denominator unverified
$3,630,000
258,052 shares
— 31 Dec 2020
Shaker Financial Services, LLC
13F
Company
13F
—
denominator unverified
$3,222,000
228,816 shares
— 31 Dec 2020
CSS LLC/IL
13F
Company
13F
—
denominator unverified
$2,461,000
174,764 shares
— 31 Dec 2020
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2021

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
34
Shares
4,023,150
Rows available
34
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2021 vs Q2 2026 Across Filers

Q2 2026 holders
46
Q1 2021 holders
34
Holder diff
-12
Investor Q2 2026 Shares Q1 2021 Shares Share Diff Share Chg % Q2 2026 value Q1 2021 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .