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OSG

Octave Specialty Group

150 hedge funds and large institutions have $728M invested in Octave Specialty Group in 2018 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 17

128% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $12.8M

55% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 29

35% more capital invested

Capital invested by funds: $538M → $728M (+$190M)

29% more funds holding

Funds holding: 116150 (+34)

5.06% more ownership

Funds ownership: 75.85%80.91% (+5.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
150
Holders Change
+34
Holders Change %
+29.31%
% of All Funds
0%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0%
New
51
Increased
45
Reduced
29
Closed
17
Calls
$29.3M
Puts
$12.8M
Net Calls
+$16.5M
Net Calls Change
-$8.55M

OSG Hedge Fund Activity: Q2 2018 in Review

150 institutional investors reported a position in Octave Specialty Group (OSG) for Q2 2018, worth a combined $728M — up 35% from $538M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new OSG positions and 17 closed out — a net gain of 34 holders — while 45 added to existing stakes and 29 trimmed.

The largest buyer was Rubric Capital Management (New York), adding an estimated $15.5M. The largest seller was Nomura Holdings, cutting an estimated $18.9M.

  • 150 institutional investors held Octave Specialty Group (OSG) as of Q2 2018, up from 116 in Q1 2018.
  • Funds reported $728M of Octave Specialty Group stock for Q2 2018, up 35% quarter-over-quarter.
  • 51 funds opened new Octave Specialty Group positions in Q2 2018 and 17 closed out, a net change of +34 holders.
  • The largest Octave Specialty Group buyer in Q2 2018 was Rubric Capital Management (New York), an estimated $15.5M added.
  • The largest Octave Specialty Group seller in Q2 2018 was Nomura Holdings, an estimated $18.9M sold.

Based on aggregated 13F filings for Q2 2018.