Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Special Opportunities Fd Inc (SPE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — SPE

Based on 47 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
47 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.
🚀

Fast accumulation — +31% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+31% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

23 buying18 selling
Last quarter: 23 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new SPE position: 8 → 5 → 4 → 10. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 21% medium ■ 23% new
26 out of 47 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 — ~10 new funds/quarter

4 → 8 → 5 → 4 → 10 new funds/Q
New funds entering each quarter: 8 → 5 → 4 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 53% veterans vs 34% newcomers

■ 53% veterans ■ 13% 1-2yr ■ 34% new
Entry-cohort mix of 47 holders: 25 (53%) are 2+ year veterans, 6 entered 1–2 years ago, and 16 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
4 of 47 holders rank in the top 100 by AUM, but together hold only 3% 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 2026 Q2, 23 hedge funds were net buyers of SPE (10 opened a new position, 13 added to an existing one), while 18 reduced or exited (13 trimmed, 5 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 47.

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

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: SPE
2026 Q3 Stats Unlock in 48 days 46 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 46 42 9.52%
13F Shares 3M 3M 4.06%
Total Value $44M $43M 1.87%
New Positions 9 4 +5
Increased Positions 13 28 -15
Closed Positions 5 6 -1
Reduced Positions 13 9 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPE

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

46 + investors

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

QUARTER:
Top 25 SPE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 2.81% 664,992 $9.0M
2 Blue Bell Private Wealth Management, LLC 0.60% 356,979 $4.8M
3 GatePass Capital, LLC 0.29% 57,374 $773K
4 PMG Family Office LLC 0.13% 10,137 $137K
5 Patron Partners, LLC 0.07% 14,274 $192K
6 Css LLC/Il 0.06% 122,529 $1.7M
7 Permanent Capital Management, LP 0.04% 22,114 $298K
8 TrueMark Investments, LLC 0.03% 17,348 $234K
9 Detalus Advisors, LLC 0.03% 10,823 $146K
10 Live Oak Private Wealth LLC 0.03% 15,333 $207K
11 Lanark Financial, INC. 0.02% 26,664 $359K
12 Advisors Asset Management, Inc. 0.02% 106,335 $1.4M
13 NWF Advisory Services Inc. 0.02% 13,606 $183K
14 Focus Partners Wealth 0.02% 1,245,185 $16.8M
15 Rivernorth Capital Management, LLC 0.01% 17,348 $234K
16 Leavell Investment Management, INC. 0.01% 16,800 $226K
17 Sowell Financial Services LLC 0.01% 17,933 $242K
18 Winmill & CO. Inc 0.01% 2,093 $28K
19 Scotia Capital INC. 0.01% 108,784 $1.5M
20 Oppenheimer & Co Inc 0.01% 36,489 $492K
21 Ancora Advisors LLC 0.00% 16,250 $219K
22 Keating Financial Advisory Services, Inc. 0.00% 1,730 $23K
23 Harbour Investments, INC. 0.00% 13,000 $175K
24 XTX Topco Ltd 0.00% 10,990 $148K
25 Guggenheim Capital LLC 0.00% 20,419 $275K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 56% buying: Last quarter: 23 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SPE holders?

Smaller funds dominant — 3% AUM from top-100: 4 of 47 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SPE?

55% of holders stayed for 2+ years: 26 out of 47 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.

Full history →