As of the latest SEC filings, SIM Acquisition Corp. I (SIMAW) is held by 10 institutional funds. The largest fund shareholder is The Merger Fund (MERIX), holding an estimated $39,772.08 in market value, representing a significant portion of its portfolio.
Funds holding SIM Acquisition Corp. I (SIMAW)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SIMAW
- CIK:
- 0002014982
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
MERIX
The Merger Fund
|
MF | Independent / Boutique | 0.00% | $39,772.08 | 147,304 | Mar 31, 2026 | May 29, 2026 |
|
SPE
Special Opportunities Fund, Inc.
|
CEF | Independent / Boutique | 0.02% | $33,750.00 | 125,000 | Mar 31, 2026 | Jun 1, 2026 |
|
PCF
High Income Securities Fund
|
CEF | Independent / Boutique | 0.02% | $26,310.00 | 75,000 | Feb 28, 2026 | Apr 29, 2026 |
|
-
JNL Multi-Manager Alternative Fund
|
ETF | Independent / Boutique | 0.00% | $6,273.18 | 23,234 | Mar 31, 2026 | May 28, 2026 |
|
RIV
RiverNorth Opportunities Fund Inc.
|
CEF | Independent / Boutique | 0.00% | $6,250.00 | 25,000 | Mar 31, 2026 | May 28, 2026 |
|
WCFRX
Virtus Westchester Credit Event Fund
|
MF | Duff & Phelps / Virtus | 0.00% | $4,065.93 | 15,059 | Mar 31, 2026 | May 29, 2026 |
|
BRW
Saba Capital Income & Opportunities Fund
|
CEF | Independent / Boutique | 0.00% | $2,276.35 | 15,808 | Apr 30, 2026 | Jun 26, 2026 |
|
SABA
Saba Capital Income & Opportunities Fund II
|
CEF | Independent / Boutique | 0.00% | $1,747.87 | 12,138 | Apr 30, 2026 | Jun 26, 2026 |
|
SPCZ
Rivernorth Enhanced Pre-Merger SPAC ETF
|
ETF | Independent / Boutique | 0.01% | $782.63 | 2,500 | Mar 31, 2026 | May 28, 2026 |
|
MERVX
The Merger Fund VL
|
MF | Independent / Boutique | 0.00% | $513.54 | 1,902 | Mar 31, 2026 | May 29, 2026 |
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