Blue Bell Private Wealth Management buys $3,920,033 stake in Special Opportunities Fund (SPE)

Special Opportunities Fund (SPE) : Blue Bell Private Wealth Management scooped up 4,223 additional shares in Special Opportunities Fund during the most recent quarter end , the firm said in a disclosure report filed with the SEC on Apr 12, 2016. The investment management firm now holds a total of 296,075 shares of Special Opportunities Fund which is valued at $3,920,033.Special Opportunities Fund makes up approximately 2.65% of Blue Bell Private Wealth Management’s portfolio.

Other Hedge Funds, Including , Financial Investment Management Group Ltd boosted its stake in SPE in the latest quarter, The investment management firm added 31,511 additional shares and now holds a total of 142,316 shares of Special Opportunities Fund which is valued at $1,884,264. Special Opportunities Fund makes up approx 0.50% of Financial Investment Management Group Ltd’s portfolio. Creative Planning sold out all of its stake in SPE during the most recent quarter. The investment firm sold 945 shares of SPE which is valued $12,389.

Special Opportunities Fund Inc. is a diversified closed-end management investment company. The Fund’s investment objective is to achieve total return. The Fund employs an opportunistic investment philosophy with a particular emphasis on investing in discounted closed-end funds undervalued operating companies and other attractive special situations including risk arbitrage and distressed securities. The Fund’s investment portfolio consists of investment companies common stocks money market funds preferred stocks convertible bonds promissory notes liquidation claims warrants corporate bonds rights and convertible preferred stocks. Bulldog Investors LLC is the investment advisor of the Fund.

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