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Octave Specialty Group

182 hedge funds and large institutions have $496M invested in Octave Specialty Group in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $7.11M | Put options by funds: $2.37M

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

6% more funds holding

Funds holding: 172182 (+10)

1.78% more ownership

Funds ownership: 83.74%85.53% (+1.8%)

7% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

16% less capital invested

Capital invested by funds: $591M → $496M (-$95.6M)

Holders
182
Holders Change
+10
Holders Change %
+5.81%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
64
Reduced
60
Closed
20
Calls
$7.11M
Puts
$2.37M
Net Calls
+$4.74M
Net Calls Change
+$894K
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.6K -$427 -28 -2%
GI
152
GAMMA Investing
California
$10.2K +$6.99K +458 +135%
US Bancorp
153
US Bancorp
Minnesota
$8.29K +$351 +23 +4%
LC
154
Lindbrook Capital
California
$7.04K
WAG
155
Wiser Advisor Group
Arizona
$6.41K
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$5.83K +$397 +26 +6%
HNB
157
Huntington National Bank
Ohio
$5.14K +$305 +20 +5%
CFM
158
Catalyst Funds Management
Australia
$5.13K +$1.52K +100 +33%
FFO
159
Fortitude Family Office
Arizona
$4.22K
Bessemer Group
160
Bessemer Group
New Jersey
$4K
CAL
161
Capital Analysts LLC
Pennsylvania
$4K
AssetMark Inc
162
AssetMark Inc
California
$2.81K -$1.44M -94,342 -100%
PH
163
Pinnacle Holdings
Oklahoma
$2.53K
SAM
164
Smartleaf Asset Management
Massachusetts
$2.4K +$2.87K +188 New
RTL
165
Red Tortoise LLC
Georgia
$2.31K
DPW
166
DiNuzzo Private Wealth
Pennsylvania
$2.27K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.94K +127 New
Barrow, Hanley, Mewhinney & Strauss
168
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.92K
PA
169
Parallel Advisors
California
$1.08K
CAL
170
Capital Advisors Ltd
Ohio
$1K
FFA
171
Farther Finance Advisors
California
$938 +$1.13K +74 +7,400%
RIL
172
Rothschild Investment LLC
Illinois
$795 +$458 +30 +94%
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$744
UB
174
UMB Bank
Missouri
$436 +$61 +4 +13%
FMII
175
Farmers & Merchants Investments Inc
Nebraska
$397