SPE

Special Opportunities Fund, Inc.

Latest period2024 - Q3Total superinvestors10

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q2 and 2024-Q3. According to the most recent SEC 13F filing, 10 superinvestors own shares of Special Opportunities Fund, Inc. (SPE), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Special Opportunities Fund, Inc. (SPE), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Special Opportunities Fund, Inc. (SPE) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Special Opportunities Fund, Inc. (SPE) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
JEREMY WILSON@Kovitz Investment Group Partners, Llc
Recent Activity
New Position
0.23%
$31.101M
1.31M shares@ 23.76 avg price
Mitchel Bialek@Css Llc Il
Recent Activity
Decreased -1.76%
0.31%
$6.558M
278,199 shares@ 23.58 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Increased 8.16%
0.01%
$821,987
34,610 shares@ 23.75 avg price
Stash Graham@Graham Capital Wealth Management, Llc
Recent Activity
Decreased -0.57%
0.61%
$595,032
25,054 shares@ 23.75 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
0.01%
$503,500
21,200 shares@ 23.75 avg price
Justin Capetola@Blue Bell Private Wealth Management, Llc
Recent Activity
0.02%
$72,580
3,056 shares@ 23.75 avg price
Debora L. Burrowes@Morgan Stanley
Recent Activity
Increased 0.08%
0.01%
$30,547
1,286 shares@ 23.76 avg price
Iryna Northrip@Osaic Holdings, Inc.
Recent Activity
0.01%
$7,005
295 shares@ 23.75 avg price
Russell Kamerman@Winmill & Co. Inc
Recent Activity
0.01%
$4,750
200 shares@ 23.75 avg price
Harold Blaine Miller@Concourse Financial Group Securities, Inc.
Recent Activity
New Position
0%
$0
0 shares@ 0.0 avg price