Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / COMMON SHARES
-
Shares outstanding
-
10.6M
-
Number of holders
-
38
-
Total 13F shares, excl. options
-
3.05M
-
Shares change
-
-104K
-
Total reported value, excl. options
-
$44.7M
-
Value change
-
-$1.41M
-
Number of buys
-
13
-
Number of sells
-
-21
-
Price
-
$14.63
Significant Holders of SPECIAL OPPORTUNITIES FUND, INC. - COMMON SHARES (SPE) as of Q4 2024
47 filings reported holding SPE - SPECIAL OPPORTUNITIES FUND, INC. - COMMON SHARES as of Q4 2024.
SPECIAL OPPORTUNITIES FUND, INC. - COMMON SHARES (SPE) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.05M shares
of 10.6M outstanding shares and own 28.85% of the company stock.
Largest 10 shareholders include Kovitz Investment Group Partners, LLC (1.55M shares), Kovitz Investment Group Partners, LLC (1.55M shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (250K shares), CSS LLC/IL (203K shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (202K shares), Shaker Financial Services, LLC (158K shares), MORGAN STANLEY (113K shares), Independent Advisor Alliance (94.3K shares), SCOTIA CAPITAL INC. (89.6K shares), and GatePass Capital, LLC (79.8K shares).
This table shows the top 38 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.