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OSG

Octave Specialty Group

129 hedge funds and large institutions have $832M invested in Octave Specialty Group in 2013 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $19.7M

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

41% more capital invested

Capital invested by funds: $589M → $832M (+$243M)

32% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 31

12% more funds holding

Funds holding: 115129 (+14)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

Holders
129
Holders Change
+14
Holders Change %
+12.17%
% of All Funds
3.73%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.38%
New
39
Increased
41
Reduced
31
Closed
23
Calls
$64.8M
Puts
$19.7M
Net Calls
+$45.1M
Net Calls Change
+$40.8M

OSG Hedge Fund Activity: Q4 2013 in Review

129 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Octave Specialty Group (OSG) for Q4 2013, worth a combined $832M — up 41% from $589M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new OSG positions and 23 closed out — a net gain of 16 holders — while 41 added to existing stakes and 31 trimmed.

The largest buyer was Lansdowne Partners Limited Partnership, opening a new position worth an estimated $20.1M. The largest seller was York Capital Management Global Advisors, cutting an estimated $24.2M.

  • 129 institutional investors held Octave Specialty Group (OSG) as of Q4 2013, up from 115 in Q3 2013.
  • Funds reported $832M of Octave Specialty Group stock for Q4 2013, up 41% quarter-over-quarter.
  • 39 funds opened new Octave Specialty Group positions in Q4 2013 and 23 closed out, a net change of +16 holders.
  • The largest Octave Specialty Group buyer in Q4 2013 was Lansdowne Partners Limited Partnership, an estimated $20.1M added.
  • The largest Octave Specialty Group seller in Q4 2013 was York Capital Management Global Advisors, an estimated $24.2M sold.

Based on aggregated 13F filings for Q4 2013.