Octave Specialty Group
OSG
159 hedge funds and large institutions have $597M invested in Octave Specialty Group in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 27 closing their positions.
103% more call options, than puts
Call options by funds: $7.27M | Put options by funds: $3.59M
13.13% more ownership
Funds ownership: 73.28% → 86.41% (+13%)
4% more capital invested
Capital invested by funds: $574M → $597M (+$22.6M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less funds holding
Funds holding: 166 → 159 (-7)
14% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 56
22% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$13.8M |
| 2 |
JP Morgan Chase
New York
|
+$11.5M |
| 3 |
Morgan Stanley
New York
|
+$11.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.31M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$5.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.03M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$2.26M |
| 4 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$1.93M |
| 5 |
AG
Algert Global
San Francisco,
California
|
-$1.6M |
OSG Hedge Fund Activity: Q1 2023 in Review
159 of the 6,281 institutional investors tracked by Wall St. Rank reported a position in Octave Specialty Group (OSG) for Q1 2023, worth a combined $597M — up 3.9% from $574M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of OSG and 21 opened new positions — a net loss of 6 holders — while 56 trimmed existing stakes and 48 added.
The largest buyer was Arrowstreet Capital, adding an estimated $13.8M. The largest seller was Millennium Management, cutting an estimated $5.6M.
- 159 institutional investors held Octave Specialty Group (OSG) as of Q1 2023, down from 166 in Q4 2022.
- Funds reported $597M of Octave Specialty Group stock for Q1 2023, up 3.9% quarter-over-quarter.
- 21 funds opened new Octave Specialty Group positions in Q1 2023 and 27 closed out, a net change of -6 holders.
- The largest Octave Specialty Group buyer in Q1 2023 was Arrowstreet Capital, an estimated $13.8M added.
- The largest Octave Specialty Group seller in Q1 2023 was Millennium Management, an estimated $5.6M sold.
Based on aggregated 13F filings for Q1 2023.