rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

Special Opportunities Fund, Inc

SPE · NYSE

FinancialsFunds, Shells & SPACs

SPE stood above a rising 150-day average in 6 of the last 52 weekly readings, and has been out of that trend for the last 43 weeks. It is 9.1% below that average now. Financials: 43% of its 740 stocks in an uptrend (−14 points in four weeks).

Statistics

Rotation
not in the set
Weeks in an uptrend
out for 43
Insider buys, 12 months
$0
Insider sales, 12 months
$240K
Officials’ trades on record
0
Institutions holding
46 (+4)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 6 of 52 weeks.

20 Apr – 19 Oct
44%53%62%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
−$172K$0$33KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0
Sale orders, 12 months3
Buyers · sellers0 · 1
WhoDidSharesTraded
Andrew DakosPresident and CEOsold5,184at $14.113 Jun 2026filed 4 Jun 2026
Andrew DakosPresident and CEOsold133at $14.073 Jun 2026filed 4 Jun 2026
Andrew DakosPresident and CEOsold1,077at $14.022 Jun 2026filed 4 Jun 2026
Andrew DakosPresident and CEOsold200at $25.002 Jun 2026filed 4 Jun 2026
Phillip GoldsteinChairman and Secretarybought3,952at $25.095 Mar 2026filed 9 Mar 2026
Phillip GoldsteinChairman and Secretarybought5,821at $25.0927 Feb 2026filed 2 Mar 2026
Phillip GoldsteinChairman and Secretarybought27at $25.0926 Feb 2026filed 2 Mar 2026
Phillip GoldsteinChairman and Secretarybought30at $25.0924 Feb 2026filed 25 Feb 2026
Phillip GoldsteinChairman and Secretarybought100at $25.0523 Feb 2026filed 25 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders46+4 on the quarter
New · exited9 · 5
Reported value$43.5M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Focus Partners Wealthreduced · filed 12 Aug 20261,245,185$16.8M-90,333−6.8%
Shaker Financial Services, LLCadded · filed 15 Jul 2026664,992$9.0M+292,949+78.7%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCadded · filed 6 Aug 2026356,979$4.8M+62,085+21.1%
CSS LLCadded · filed 14 Aug 2026122,529$1.7M+3,780+3.2%
SCOTIA CAPITAL INC.reduced · filed 11 Aug 2026108,784$1.5M-1,259−1.1%
Advisors Asset Management, Inc.reduced · filed 14 Aug 2026106,335$1.4M-919−0.9%
MORGAN STANLEYadded · filed 13 Aug 202696,684$1.3M+5,922+6.5%
GatePass Capital, LLCreduced · filed 30 Jul 202657,374$773K-55,485−49.2%
FIRST MANHATTAN CO. LLC.unchanged · filed 14 Aug 202644,280$596K00.0%
OPPENHEIMER & CO INCadded · filed 3 Aug 202636,489$492K+15,117+70.7%
31 Mar 2023 – 30 Jun 2026
333945Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Andrew Dakos Company insiderPresident and CEO · last 3 Jun 20265 · 5
Phillip Goldstein Company insiderChairman and Secretary · last 5 Mar 202662 · 5
Charles C. Walden Company insiderDirector · last 29 Dec 202310 · 0
Gerald Hellerman Company insiderDirector · last 6 Apr 202234 · 0
P Das Rajeev Company insiderVice President · last 5 Apr 20221 · 1
Marc Lunder Company insiderDirector · last 27 Jan 20222 · 0
Ben H. Harris Company insiderDirector · last 11 May 20218 · 1
Steven Samuels Company insiderOther · last 30 Jan 20154 · 3
James M. Chadwick Company insiderDirector · last 11 Oct 20121 · 0
Karpus Management, Inc. Company insider10% owner · last 28 Jan 20108 · 1
Investors Bulldog Company insider10% owner · last 22 Jan 201022 · 2
Ag Ubs Company insiderOther · last 31 Oct 20090 · 0

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.