Fortune Rise Acquisition Ownership | Who Owns Fortune Rise Acquisition?
Fortune Rise Acquisition Ownership Summary
Fortune Rise Acquisition is owned by 88.76% institutional investors, 0.96% insiders, and 10.29% retail investors. Karpus management is the largest institutional shareholder, holding 9.98% of FRLA shares. Karpus Tax Sensitive Fixed Income is the top mutual fund, with 4.12% of its assets in Fortune Rise Acquisition shares.
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Karpus management | 626.10K | 9.98% | $7.04M |
| Yakira capital management | 547.94K | 8.74% | $6.16M |
| Wolverine asset management | 344.11K | 5.49% | $3.87M |
| Centiva capital, lp | 301.33K | 4.80% | $3.39M |
| Clear street | 251.79K | 4.01% | $2.83M |
| Westchester capital management | 216.51K | 3.45% | $2.44M |
| K2 principal fund | 154.99K | 2.47% | $1.74M |
| Tuttle capital management | 150.00K | 2.39% | $1.68M |
| Crystalline management | 150.00K | 2.39% | $1.69M |
| Spartan fund management | 85.40K | 1.36% | $960.74K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tuttle capital management | 150.00K | 10.10% | $1.68M |
| Spartan fund management | 85.40K | 2.70% | $960.74K |
| Yakira capital management | 547.94K | 2.25% | $6.16M |
| Crystalline management | 150.00K | 1.60% | $1.69M |
| K2 principal fund | 154.99K | 0.32% | $1.74M |
| Karpus management | 626.10K | 0.20% | $7.04M |
| Skyview investment advisors | 83.00K | 0.17% | $934.00K |
| Westchester capital management | 216.51K | 0.09% | $2.44M |
| Centiva capital, lp | 301.33K | 0.06% | $3.39M |
| Virtu financial | 72.99K | 0.06% | $821.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Centiva capital, lp | 301.33K | 0.06% | 284.05K |
| Tuttle capital management | 150.00K | 10.10% | 150.00K |
| Crystalline management | 150.00K | 1.60% | 150.00K |
| Clear street | 251.79K | 0.03% | 116.52K |
| Wolverine asset management | 344.11K | 0.04% | 83.63K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fir tree capital management lp | - | - | -497.04K |
| Quarry lp | - | - | -150.00K |
| Mizuho securities usa | - | - | -94.83K |
| Westchester capital management | 216.51K | 0.09% | -80.46K |
| Cowen and company | - | - | -33.07K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Crystalline management | 150.00K | 1.60% | 150.00K | $1.69M |
| Tuttle capital management | 150.00K | 10.10% | 150.00K | $1.68M |
Sold Out
| Holder | Change |
|---|---|
| Meteora capital | -15.33K |
| Cowen and company | -33.07K |
| Mizuho securities usa | -94.83K |
| Quarry lp | -150.00K |
| Fir tree capital management lp | -497.04K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 13 | -7.14% | 2,806,939 | -8.26% | 88 | 3.73% | 4 | -55.56% | 4 | 100.00% |
| Jun 30, 2024 | 14 | -17.65% | 3,059,769 | 3.89% | 48 | 2.21% | 9 | 28.57% | 2 | - |
| Mar 31, 2024 | 17 | -5.56% | 2,945,306 | 4.85% | 46 | 4.39% | 7 | 75.00% | 2 | -66.67% |
| Dec 31, 2023 | 18 | -21.74% | 2,809,027 | -19.14% | 32 | 1.23% | 4 | -42.86% | 6 | 20.00% |
| Sep 30, 2023 | 23 | 4.55% | 3,473,841 | 4.99% | 51 | 3.31% | 7 | - | 5 | -37.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Karpus Tax Sensitive Fixed Income | 258.50K | 4.12% | -110.00K |
| Karpus Taxable Fixed Income | 198.32K | 3.16% | 175.00 |
| Karpus Conservative Balanced | 135.00K | 2.15% | 175.00 |
| Virtus Westchester Event-Driven Fd I | 130.09K | 2.07% | - |
| SPAC and New Issue ETF | 75.00K | 1.20% | - |
| JNL Multi-Manager Alternative A | 64.30K | 1.03% | - |
| Accelerate Arbitrage ETF | 54.27K | 0.87% | - |
| Karpus Growth Balanced | 43.45K | 0.69% | -2.50K |
| Virtus Westchester Credit Event Fd I | 22.12K | 0.35% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 04, 2024 | Yakira Capital Management, Inc. | - | Sell | $4.28M |
| May 15, 2023 | Saba Capital Management, L.P. | - | Sell | $5.36K |
| May 16, 2023 | Saba Capital Management, L.P. | - | Sell | $1.07M |
| Apr 17, 2023 | Saba Capital Management, L.P. | - | Sell | $16.63K |
| Dec 22, 2022 | Xu Lei | - | Sell | $1.17K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2023 Q4 | - | - |
| 2023 Q2 | - | 3 |
| 2023 Q1 | - | - |
| 2022 Q4 | - | 6 |
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