Shaker Financial Services buys $1,182,133 stake in Special Opportunities Fund (SPE)

Special Opportunities Fund (SPE) : Shaker Financial Services scooped up 19,134 additional shares in Special Opportunities Fund during the most recent quarter end , the firm said in a disclosure report filed with the SEC on Aug 1, 2016. The investment management firm now holds a total of 83,484 shares of Special Opportunities Fund which is valued at $1,182,133.Special Opportunities Fund makes up approximately 0.80% of Shaker Financial Services’s portfolio.

Other Hedge Funds, Including , Blue Bell Private Wealth Management reduced its stake in SPE by selling 2,413 shares or 0.81% in the most recent quarter. The Hedge Fund company now holds 293,662 shares of SPE which is valued at $4,216,986. Special Opportunities Fund makes up approx 2.62% of Blue Bell Private Wealth Management’s portfolio.Sit Investment Associates Inc boosted its stake in SPE in the latest quarter, The investment management firm added 19,702 additional shares and now holds a total of 458,025 shares of Special Opportunities Fund which is valued at $6,577,239. Special Opportunities Fund makes up approx 0.17% of Sit Investment Associates Inc’s portfolio. Livingston Group Asset Management Co (operating As Southp… added SPE to its portfolio by purchasing 2,719 company shares during the most recent quarter which is valued at $38,882. Special Opportunities Fund makes up approx 0.02% of Livingston Group Asset Management Co (operating As Southp…’s portfolio.Msi Financial Services Inc reduced its stake in SPE by selling 603 shares or 4.35% in the most recent quarter. The Hedge Fund company now holds 13,259 shares of SPE which is valued at $189,604. Special Opportunities Fund makes up approx 0.01% of Msi Financial Services Inc’s portfolio.

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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