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SPE · Special Opportunities Fund, Inc.

$13.37 -0.04 (-0.30%) At close · Aug 5
Market Cap
$142.03M
Shares
10.62M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$13.37 Open$13.38 Day$13.32–13.42 52W$12.92–14.41 Avg vol 30d33K Short int20K · 0.2% float · 1.0d Short vol47% DataJan 2020–Aug 2026

Up next

FQ2-27 quarter ends
~Sep 30, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Very Weak Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 15.8 · calm Equity put/call 0.46
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −7%
below
Price vs 50-day avg −1%
below
RSI (14) 50
neutral
MACD trend Positive
52-week position 30%
mid-range
Momentum
relative strength
Very Weak
1-month return +1%
trailing
6-month return −6%
trailing
YTD return −3%
this year
Relative strength −18%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $14 › 200d $14 — 200d above 50d
Institutional flow Accumulating
18 of 43 funds reported for Jun 30 · net +295.4K sh shares · +4 new
Insider flow Distributing
Net -$90.1K over 90 days · 100% sells
Short interest Rising
0.19% of float · ▲ +136.2% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
43 holders — near 3-yr high, broad support
Squeeze score 40
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 11%
annualized · 1-yr
Max drawdown −9%
past year
ATR 1.5%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Neutral
1 · 4 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−7% Bearish
Price vs 50-day avg
−1% Neutral
RSI (14)
50 Neutral
MACD trend
Positive Bullish
52-week position
30% Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $14 › 200d $14 — 200d above 50d
Institutional flow Accumulating
18 of 43 funds reported for Jun 30 · net +295.4K sh shares · +4 new
Insider flow Distributing
Net -$90.1K over 90 days · 100% sells
Short interest Rising
0.19% of float · ▲ +136.2% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
43 holders — near 3-yr high, broad support
Price context
position in its 52-week range
52-wk low $13 Now $13 · 30% 52-wk high $14
vs 200-day avg -7% vs 50-day avg -1%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
SPE
Special Opportunities Fund, Inc.
this stock
$142.03M -3.2% 0.2%
BLK
BlackRock, Inc.
$369.19B +7.1% +16.2% 28.5 0.6%
BX
Blackstone Inc.
$101.05B -9.0% +9.2% 34.9 3.2%
BN
BROOKFIELD Corp /ON/
$99.48B -2.6% 0.7%
KKR
KKR & Co. Inc.
$94.86B -16.8% -11.0% 1.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
46
% held
32.0%
Reported
18 of 43
Top holder
Focus Partners Wealth
Held Float
View
Held by Funds
Fund positions
2
View
Short & Settlement
Short Interest Rising
Shares short
20.0K
Days to cover
1.0d
Change
+11.6K sh
View
Short Volume
Short vol %
47%
As of
Aug 5, 2026
Short Total
View
Fails to Deliver
FTD shares
768
Value
$10.4K
As of
Jul 7, 2026
View
Off-Exchange
Off-exchange %
70.7%
Week of
Jun 29, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$90.1K
Buyers / Sellers
0 / 1
Buyers Sellers
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Oct 31, 2025
This year
0
View
Proposed Sales
Value
$28.0K
Shares
1.1K
Filed
Jun 11, 2026
View

Performance

5D 20D 120D MTD YTD
SPE +2.4% +1.3% -6.3% +1.8% -3.2%
SPY +5.5% +3.3% +11.3% +3.1% +12.9%
vs SPY -3.2% -2.0% -17.5% -1.2% -16.1%

Capital returns

Latest dividend
$0.109 / share · ex Jul 21, 2026
Cut 84.4%
Paid (TTM)
$2.122 / share · 14 payouts
Dividend yield (TTM, derived)
15.87%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 897802 CUSIP 84741T104 13F (30d) 16 filings 16 filers Visit website Investor relations