Octave Specialty Group Inc: which funds bought and sold

Institutions that bought and sold Octave Specialty Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 87 institutions that filed 13F reports for both quarters added to or opened positions in Octave Specialty Group, and 75 cut or closed them. Together they sold a net 2.1M shares, −6.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.1M shares (−38.7%); index fund managers were net buyers of 954K shares (+10.5%). 37 opened a new position and 35 sold out entirely.

Bought, Q2 2026 87 institutions, 37 of them new holders Sold, Q2 2026 75 institutions, 35 of them sold out

Net change, all compared −2.1M shares (−6.7%)

Net change, active managers −2.1M shares (−38.7%), 8 bought, 20 sold

Buyers versus sellers

institutions compared, 181

87 bought 19 75 sold

Active managers and hedge funds 8 bought · 20 sold · −2.1M

Index fund managers 7 bought · 2 sold · +954K

Other institutions 72 bought · 53 sold · −994K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+655K +16.7%	4.6M	$28.5M
Zacks Investment Management	+590K New position	590K	$3.7M
Morgan Stanley	+334K +142.1%	570K	$3.6M
Ayal Capital Advisors Ltd	+280K New position	280K	$1.7M
Goldman Sachs Group Inc	+214K +61.9%	561K	$3.5M
Raymond James Financial Inc	+214K +834.2%	240K	$1.5M
AQR Capital Management LLC Hedge fund	+180K +361.4%	230K	$1.4M
Connor, Clark & Lunn Investment Management Ltd.	+159K +109.9%	303K	$1.9M
Prudential Financial Inc	+156K +222.4%	226K	$1.4M
Gsa Capital Partners LLP	+144K New position	144K	$896,000
Quantinno Capital Management LP	+142K +290.7%	190K	$1.2M
Essex Investment Management Co LLC	+121K +29.0%	539K	$3.4M
Diametric Capital, LP	+118K New position	118K	$738,591
Lone Peak Global Investors LLC	+108K New position	108K	$671,898
Vanguard Portfolio Management LLC Index funds	+96K +32.6%	392K	$2.4M
Geode Capital Management, LLC Index funds	+84K +8.2%	1.1M	$6.9M
Charles Schwab Investment Management Inc Index funds	+83K +27.9%	378K	$2.4M
Man Group PLC Hedge fund	+67K New position	67K	$415,453
Wells Fargo & Company	+61K +111.0%	117K	$728,250
Fj Capital Management LLC	+58K New position	58K	$361,527

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+180K +361.4%	230K	$1.4M
Man Group PLC Hedge fund	+67K New position	67K	$415,453
Tudor Investment Corp Et Al Hedge fund	+56K +35.3%	216K	$1.4M
Los Angeles Capital Management LLC Active manager	+48K +32253.4%	48K	$298,790
Price T Rowe Associates Inc Active manager	+15K +14.4%	117K	$728,000
Lazard Asset Management LLC Active manager	+14K +48.3%	43K	$270,385
FMR LLC Active manager	+7,162 +720.5%	8,156	$50,894
Alliancebernstein L.P. Active manager	+5,100 +13.6%	43K	$198,230

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Wolf Hill Capital Management, LP Hedge fund	−990K −67.3%	480K	$3M
Gendell Jeffrey L	−919K −65.0%	494K	$3.1M
Dimensional Fund Advisors LP	−593K −45.3%	717K	$4.5M
Jane Street Group, LLC	−486K −63.5%	279K	$1.7M
Marshall Wace, LLP Hedge fund	−464K −43.5%	602K	$3.8M
Nuveen, LLC	−372K −46.5%	428K	$2.7M
Susquehanna International Group, LLP	−254K −65.0%	137K	$852,958
Jpmorgan Chase & Co	−250K −93.0%	19K	$118,728
Jacobs Levy Equity Management, Inc Active manager	−235K −26.5%	650K	$4.1M
Caption Management, LLC	−223K −34.8%	419K	$2.6M
Arrowpoint Investment Partners (Singapore) Pte. Ltd.	−139K Sold out	0	—
Bank Of America Corp	−125K −48.7%	131K	$819,686
UBS Group AG	−117K −44.3%	147K	$918,509
Millennium Management LLC Hedge fund	−115K −85.5%	20K	$122,366
Point72 Asset Management, L.P. Hedge fund	−114K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−111K −48.5%	117K	$731,328
Cruiser Capital Advisors, LLC	−109K Sold out	0	—
Xtx Topco Ltd	−98K −84.0%	19K	$116,420
Squarepoint Ops LLC Hedge fund	−77K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−75K −74.6%	26K	$159,120

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wolf Hill Capital Management, LP Hedge fund	−990K −67.3%	480K	$3M
Marshall Wace, LLP Hedge fund	−464K −43.5%	602K	$3.8M
Jacobs Levy Equity Management, Inc Active manager	−235K −26.5%	650K	$4.1M
Millennium Management LLC Hedge fund	−115K −85.5%	20K	$122,366
Point72 Asset Management, L.P. Hedge fund	−114K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−111K −48.5%	117K	$731,328
Squarepoint Ops LLC Hedge fund	−77K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−75K −74.6%	26K	$159,120
Walleye Capital LLC Hedge fund	−67K Sold out	0	—
Bridgeway Capital Management, LLC Active manager	−60K −32.9%	123K	$764,425

New positions

largest by value

Institution	Shares	Value June 30, 2026
Zacks Investment Management	590K	$3.7M
Ayal Capital Advisors Ltd	280K	$1.7M
Gsa Capital Partners LLP	144K	$896,000
Diametric Capital, LP	118K	$738,591
Lone Peak Global Investors LLC	108K	$671,898
Man Group PLCHedge fund	67K	$415,453
Fj Capital Management LLC	58K	$361,527
Mariner, LLC	31K	$190,842
Cerity Partners LLC	27K	$167,408
Envestnet Asset Management Inc	24K	$151,283

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd.	139K	$647,131
Point72 Asset Management, L.P.Hedge fund	114K	$528,500
Cruiser Capital Advisors, LLC	109K	$505,910
Squarepoint Ops LLCHedge fund	77K	$357,618
Walleye Capital LLCHedge fund	67K	$312,173
HRT Financial LP	51K	$237,000
Acadian Asset Management LLCActive manager	43K	$199,000
Quantbot Technologies LPHedge fund	39K	$179,992
Commonwealth Financial Services, LLC	29K	$134,887
CIBC Asset Management Inc	24K	$111,102

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 148
Ten largest holders: 54.1%
Index fund managers: 33.3%
Active managers and hedge funds: 11.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	8	20	1	10	−2.1M	−38.7%
Index fund managers	7	2	0	0	+954K	+10.5%
Other institutions	72	53	36	25	−994K	−5.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Octave Specialty Group.

Only managers that filed a holdings report for both quarters are compared (181 here). 4 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

← Back to Octave Specialty Group Inc · Insiders · Politicians