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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

OSG

OSG — Smart Money Tracker (13F)

Octave Specialty Group INC

-$147.6M

Net Activity

Institutions Holding

148

Popularity Rank

#3578

Avg Weight

0.09%

Total Value

$155.6M

Ownership Trend

148 institutions currently hold OSG, with 68 net buyers and 91 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

91

Net Buying Institutions

68

Key Holders

Key Holders

Top 5 by Value

BlackRock, Inc.

Western Standard LLC

Vanguard Capital Management LLC

Prescott Group Capital Management, L.L.C.

Wolf Hill Capital Management, LP

Top 5 by Conviction

Western Standard LLC

Bain Capital Credit, LP

RIHO Partners, LLC

Third Avenue Management LLC

Prescott Group Capital Management, L.L.C.

View all 148 holding institutions

Quarterly Activity

Recent Activity

+$47.2M

Total Buy Value

$231.0M

Total Sell Value

New buy35

Trim56

Add33

Sold out35

68

Net Buyers

91

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding OCTAVE SPECIALTY GROUP INC (OSG)?

Major stakeholders currently include BlackRock, Inc. ($18.2M), Western Standard LLC ($10.5M), Vanguard Capital Management LLC ($9.0M). Based on the latest 13F filings, there are a total of 148 tracked investment funds and institutions maintaining positions in OSG.

What is the overall institutional sentiment toward OSG recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $147.6M, driven by 68 managers accumulating shares while 91 reduced their exposure.

Which institutions have been selling or reducing their OSG positions?

In the latest period, 56 funds trimmed their holdings, and 35 managers completely exited their positions. The aggregate reported sell value was $231.0M.

Are there any notable investors adding OSG to their portfolios?

Yes, buying activity remains notable. 35 institutions opened new positions in {ticker}, and 33 existing holders added to their shares. The total reported buy value for the quarter amounted to $47.2M.

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