SPECIAL OPPORTUNITIES FUND, INC. - COMMON SHARES (SPE)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / COMMON SHARES
Shares outstanding
10,583,246
Number of holders
40
Total 13F shares, excl. options
4,680,742
Shares change
-138,232
Total reported value, excl. options
$68,478,814
Value change
-$1,896,840
Number of buys
14
Number of sells
-23
Price
$14.63

Significant Holders of SPECIAL OPPORTUNITIES FUND, INC. - COMMON SHARES (SPE) as of Q4 2024

50 filings reported holding SPE - SPECIAL OPPORTUNITIES FUND, INC. - COMMON SHARES as of Q4 2024.
SPECIAL OPPORTUNITIES FUND, INC. - COMMON SHARES (SPE) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 4,680,742 shares of 10,583,246 outstanding shares and own 44% of the company stock.
Largest 10 shareholders include Kovitz Investment Group Partners, LLC (1,545,405 shares), Kovitz Investment Group Partners, LLC (1,545,405 shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (250,220 shares), CSS LLC/IL (202,802 shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (202,286 shares), Shaker Financial Services, LLC (157,812 shares), MORGAN STANLEY (113,119 shares), Independent Advisor Alliance (94,349 shares), SCOTIA CAPITAL INC. (89,632 shares), and GatePass Capital, LLC (79,750 shares).
This table shows the top 40 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.