Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPECIAL OPPORTUNITIES FD INC (SPE)

42 + Investors. Track Smart Money conviction in SPE. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — SPE

Based on 42 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SPE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
42 hedge funds hold SPE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

18 buying12 selling
Last quarter: 18 funds were net buyers (4 opened a brand new position + 14 added to an existing one). Only 12 were sellers (10 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 3 → 8 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 26% medium 21% new
22 out of 42 hedge funds have held SPE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~4 new funds/quarter

11 → 6 → 3 → 8 → 4 new funds/Q
New funds entering each quarter: 6 → 3 → 8 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 57% of holders stayed 2+ years

57% veterans 7% 1-2yr 36% new
Of 42 current holders: 24 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
5 of 42 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SPE

In 2025 Q4, 18 hedge funds were net buyers of SPE (4 opened a new position, 14 added to an existing one), while 12 reduced or exited (10 trimmed, 2 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 42.

Hedge Fund Ownership: SPE

How many hedge funds hold SPE — quarterly history vs. share price
Quarterly hedge fund ownership of SPE vs. share price

Market Analysis: SPE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPE

Financial Services Asset Management

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: SPE
2026 Q1 Stats Unlock in 9 days 42 + Investors

Track Smart Money conviction in SPE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 42 40 5.0%
13F Shares 3M 3M -4.31%
Total Value $45M $49M -8.53%
New Positions 4 8 -4
Increased Positions 14 12 +2
Closed Positions 2 3 -1
Reduced Positions 10 10 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPE

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

42 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SPE. Verified SEC 13F-HR filings.

Top 18 institutional holders of SPE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GatePass Capital, LLC 0.72% 112,859 $1.6M
2 PATRON PARTNERS, LLC 0.09% 14,274 $196K
3 TrueMark Investments, LLC 0.04% 16,208 $223K
4 Detalus Advisors, LLC 0.03% 10,443 $144K
5 Live Oak Private Wealth LLC 0.03% 15,333 $211K
6 NWF Advisory Services Inc. 0.02% 14,234 $196K
7 NBC SECURITIES, INC. 0.02% 16,657 $229K
8 WOLVERINE ASSET MANAGEMENT LLC 0.01% 95,283 $1.3M
9 Sowell Financial Services LLC 0.01% 17,933 $247K
10 OPPENHEIMER & CO INC 0.00% 21,372 $294K
11 HIGHLINE WEALTH PARTNERS LLC 0.00% 206 $3K
12 Sound Income Strategies, LLC 0.00% 740 $10K
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 16,210 $223K
14 EASTERN BANK 0.00% 750 $10K
15 Indiana Trust & Investment Management Co 0.00% 26
16 CVA Family Office, LLC 0.00% 39
17 WELLS FARGO & COMPANY/MN 0.00% 11,169 $154K
18 UBS Group AG 0.00% 5,163 $71K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SPECIAL OPPORTUNITIES FD INC (SPE)

What does the Smart Money Trend signal show for SPE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SPE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SPE?

More buyers than sellers — 60% buying: Last quarter: 18 funds were net buyers (4 opened a brand new position + 14 added to an existing one). Only 12 were sellers (10 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPE holders?

Smaller funds dominant — 4% AUM from top-100: 5 of 42 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SPE?

52% of holders stayed for 2+ years: 22 out of 42 hedge funds have held SPE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.