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SPE · Special Opportunities Fund, Inc.

Track SPE — free
$13.38 +0.06 (+0.45%) At close · Aug 21
Market Cap
$142.14M
Shares
10.62M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$13.38 Open$13.31 Day$13.31–13.53 52W close$13.06–15.91 Avg vol 30d32K Short int19K · 0.2% float · 1.0d Short vol58% 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 Sell Momentum Very Weak Sentiment Bullish Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 15.1 · calm Equity put/call 0.51
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −7%
below
Price vs 50-day avg −0%
below
RSI (14) 47
neutral
MACD trend Negative
52-week position 11%
near low
Momentum
relative strength
Very Weak
1-month return +2%
trailing
6-month return −10%
trailing
YTD return −9%
this year
Relative strength −21%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $13 › 200d $14 — 200d above 50d
Institutional flow Accumulating
+5% holders QoQ · +7 funds added
Insider flow Distributing
Net -$90.1K over 90 days · 100% sells
Short interest Falling
0.18% of float · ▼ -3.4% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
45 holders — near 3-yr high, broad support
Squeeze score 32
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 13%
annualized · 1-yr
Max drawdown −18%
past year
ATR 1.4%
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 Sell
3 · 3 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−7% Bearish
Price vs 50-day avg
−0% Neutral
RSI (14)
47 Neutral
MACD trend
Negative Bearish
52-week position
11% Bearish
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $13 › 200d $14 — 200d above 50d
Institutional flow Accumulating
+5% holders QoQ · +7 funds added
Insider flow Distributing
Net -$90.1K over 90 days · 100% sells
Short interest Falling
0.18% of float · ▼ -3.4% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
45 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $13 Now $13 · 11% Range high $16
vs 200-day avg -7% vs 50-day avg 0%

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
$142.14M -8.9% 0.2%
BLK
BlackRock, Inc.
$375.82B +8.1% +16.2% 27.7 0.7%
BX
Blackstone Inc.
$107.62B -7.0% +9.2% 32.2 3.5%
KKR
KKR & Co. Inc.
$97.09B -14.9% -11.0% 1.6%
BN
BROOKFIELD Corp /ON/
$93.07B -9.2% 0.9%

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
45
% held
30.4%
Net QoQ
+122.6K sh
Top holder
Focus Partners Wealth
Held Float
View
Held by Funds
Fund positions
4
View
Short & Settlement
Short Interest Falling
Shares short
19.4K
Days to cover
1.0d
Change
-691 sh
View
Short Volume
Short vol %
58%
As of
Aug 21, 2026
Short Total
View
Fails to Deliver
FTD shares
768
Value
$10.4K
As of
Jul 7, 2026
View
Off-Exchange
Off-exchange %
64.1%
Week of
Jul 13, 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 -1.8% +1.7% -9.9% +1.9% -8.9%
SPY -1.4% +3.6% +11.6% +2.5% +12.3%
vs SPY -0.5% -2.0% -21.5% -0.6% -21.2%

Capital returns

Latest dividend
$0.109 / share · ex Aug 18, 2026
Declared · upcoming
$0.1087 / share · ex Sep 22, 2026
Cut 84.4%
Paid (TTM)
$2.121 / share · 14 payouts
Dividend yield (TTM, derived)
15.85%

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) 34 filings 33 filers Visit website Investor relations