SPECIAL OPPORTUNITIES FUND, INC. (SPE)
Special Opportunities Fund, Inc., overseen by Bulldog Investors, LLC, operates as a closed-end balanced "fund of funds." This investment vehicle primarily deploys capital into other closed-end funds that hold positions in public equity and fixed-income securities. Its investment methodology is characterized by a blend of value-driven, opportunistic, and special situations strategies. The fund's performance is benchmarked against the S&P 500 Index. Historically, it was known as the Insured Municipal Income Fund, Inc. Formed on February 18, 1993, the fund is domiciled in the United States.
Industry: Asset Management
Special Opportunities Fund, Inc.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
based on 11.02M shares outstanding
Special Opportunities Fund, Inc., overseen by Bulldog Investors, LLC, operates as a closed-end balanced "fund of funds." This investment vehicle primarily deploys capital into other closed-end funds that hold positions in public equity and fixed-income securities.
Its investment methodology is characterized by a blend of value-driven, opportunistic, and special situations strategies. The fund's performance is benchmarked against the S&P 500 Index. Historically, it was known as the Insured Municipal Income Fund, Inc. Formed on February 18, 1993, the fund is domiciled in the United States.
Leadership
Andrew Dakos
President & Interested Director
Jaclyn (Jax) Rothchild
Partner and Chief Operating Officer
Phillip Goldstein
Chairman and Secretary; Chairman of the Board
Rajeev Das
Vice-President
Employees
--
Country
US
Sector
Financial Services
Website
specialopportunitiesfundinc.com
| Insider | Title | Type | Shares | Value | Date |
|---|---|---|---|---|---|
| President and CEO | Sale | 5.2K | $73.1K | Jun 3, 2026 | |
| President and CEO | Sale | 133 | $1.9K | Jun 3, 2026 | |
| President and CEO | Sale | 200 | $5.0K | Jun 2, 2026 | |
| President and CEO | Sale | 1.1K | $15.1K | Jun 2, 2026 | |
| Chairman and Secretary | Purchase | 4.0K | $99.2K | Mar 5, 2026 | |
| Chairman and Secretary | Grant/Award | 100 | $2.5K | Mar 4, 2026 |
| Name | Shares | % | Source |
|---|---|---|---|
Focus Partners Wealth | 1.2M | 11.3% | 13F |
Shaker Financial Services, LLC | 558.7K | 5.1% | 13F |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 357.0K | 3.2% | 13F |
CSS LLC/IL | 122.5K | 1.1% | 13F |
SCOTIA CAPITAL INC. | 108.8K | 1.0% | 13F |
Advisors Asset Management, Inc. | 106.3K | 1.0% | 13F |
MORGAN STANLEY | 96.7K | 0.9% | 13F |
GatePass Capital, LLC | 57.4K | 0.5% | 13F |
FIRST MANHATTAN CO. LLC. | 44.3K | 0.4% | 13F |
OPPENHEIMER & CO INC | 36.5K | 0.3% | 13F |
Insiders
- Dakos AndrewPresident and CEO
- GOLDSTEIN PHILLIPChairman and Secretary
- SELL MORITZ ADirector
based on 11.02M shares outstanding
30d Avg
45.89K
60d Avg
41.08K
90d Avg
35.45K