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OSG

Octave Specialty Group

174 hedge funds and large institutions have $628M invested in Octave Specialty Group in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $4.06M

43% more capital invested

Capital invested by funds: $439M → $628M (+$190M)

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

5% more funds holding

Funds holding: 166174 (+8)

4.32% more ownership

Funds ownership: 80.08%84.39% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 60

Holders
174
Holders Change
+8
Holders Change %
+4.82%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
56
Reduced
60
Closed
21
Calls
$14.7M
Puts
$4.06M
Net Calls
+$10.6M
Net Calls Change
+$10.3M

OSG Hedge Fund Activity: Q4 2023 in Review

174 of the 6,867 institutional investors tracked by Wall St. Rank reported a position in Octave Specialty Group (OSG) for Q4 2023, worth a combined $628M — up 43% from $439M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new OSG positions and 21 closed out — a net gain of 8 holders — while 56 added to existing stakes and 60 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $9.85M. The largest seller was Repertoire Partners, cutting an estimated $13.3M.

  • 174 institutional investors held Octave Specialty Group (OSG) as of Q4 2023, up from 166 in Q3 2023.
  • Funds reported $628M of Octave Specialty Group stock for Q4 2023, up 43% quarter-over-quarter.
  • 29 funds opened new Octave Specialty Group positions in Q4 2023 and 21 closed out, a net change of +8 holders.
  • The largest Octave Specialty Group buyer in Q4 2023 was Deutsche Bank, an estimated $9.85M added.
  • The largest Octave Specialty Group seller in Q4 2023 was Repertoire Partners, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2023.