Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OCTAVE SPECIALTY GROUP INC (AMBC)

159 + Investors. Track Smart Money conviction in AMBC. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
1Q ▲
Buyers last Q
40%

Smart Money Signals — AMBC

Based on 147 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AMBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
147 funds currently hold this stock — 84% of the 3.0-year high of 175 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 15% fewer funds vs a year ago

fund count last 6Q
26 fewer hedge funds hold AMBC compared to a year ago (-15% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

59 buying90 selling
Last quarter: 90 funds reduced or exited vs 59 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new AMBC position: 35 → 31 → 22 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 24% medium 14% new
91 out of 147 hedge funds have held AMBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -9%, value -48%

Value
-47%
Shares
-9%
Last quarter: funds added -9% more shares while total portfolio value only changed -48%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

22 → 35 → 31 → 22 → 30 new funds/Q
New funds entering each quarter: 35 → 31 → 22 → 30. AMBC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 73% of holders stayed 2+ years

73% veterans 9% 1-2yr 18% new
Of 159 current holders: 116 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
26 of 147 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AMBC

How many hedge funds hold AMBC — quarterly history vs. share price
Quarterly hedge fund ownership of AMBC vs. share price

Market Analysis: AMBC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMBC

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 0 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: AMBC
2026 Q1 Stats Unlock in 17 days 159 + Investors

Track Smart Money conviction in AMBC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 159 147 8.16%
13F Shares 39M 43M -9.08%
Total Value $305M $586M -47.86%
New Positions 30 25 +5
Increased Positions 46 68 -22
Closed Positions 18 37 -19
Reduced Positions 94 65 +29
Total Calls 7 11 -36.36%
Total Puts 7 7 -
PUT/CALL Ratio 1.0 0.64 Neutral

Statistics: AMBC

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

159 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AMBC. Verified SEC 13F-HR filings.

Top 24 institutional holders of AMBC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Park Capital Management, LLC / WI 0.10% 21,262 $99K
2 Brooklyn Investment Group 0.05% 325,351 $1.5M
3 ANCHYRA PARTNERS LLC 0.02% 16,328 $76K
4 Able Wealth Management LLC 0.02% 15,246 $71K
5 Crown Wealth Group, LLC 0.02% 11,162 $52K
6 KLCM Advisors, Inc. 0.01% 23,900 $111K
7 AlphaQuest LLC 0.00% 10,158 $79K
8 Symmetry Partners, LLC 0.00% 11,007 $51K
9 Wiser Advisor Group LLC 0.00% 500 $2K
10 Quotient Wealth Partners, LLC 0.00% 16,896 $79K
11 HARBOR CAPITAL ADVISORS, INC. 0.00% 1,219
12 Police & Firemen's Retirement System of New Jersey 0.00% 11,825 $55K
13 HSBC HOLDINGS PLC 0.00% 102,430 $476K
14 Bell Investment Advisors, Inc 0.00% 293 $1K
15 Farther Finance Advisors, LLC 0.00% 3,852 $18K
16 Sterling Capital Management LLC 0.00% 1,291 $6K
17 SG Americas Securities, LLC 0.00% 18,817
18 DiNuzzo Private Wealth, Inc. 0.00% 177
19 NISA INVESTMENT ADVISORS, LLC 0.00% 970 $5K
20 GAMMA Investing LLC 0.00% 72
21 Root Financial Partners, LLC 0.00% 22
22 IFP Advisors, Inc 0.00% 34
23 SBI Securities Co., Ltd. 0.00% 10
24 FIFTH THIRD BANCORP 0.00% 39
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — OCTAVE SPECIALTY GROUP INC (AMBC)

What does the Smart Money Trend signal show for AMBC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AMBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AMBC?

More sellers than buyers — 40% buying: Last quarter: 90 funds reduced or exited vs 59 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AMBC holders?

Strong quality — 27% AUM from major funds: 26 of 147 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AMBC?

62% of holders stayed for 2+ years: 91 out of 147 hedge funds have held AMBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.