Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Live Oak Acquisition Corp V (LOKV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
2Q ▼
Buyers last Q
36%

Smart Money Signals — LOKV

Based on 44 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their LOKV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
44 funds currently hold this stock — 92% of the 3.0-year high of 48 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +4300% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+4300% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴

Heavy selling pressure — only 36% buying

12 buying21 selling
Last quarter: 21 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 47 → 6 → 8 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 32% entered in last year

■ 5% conviction (2yr+) ■ 64% medium ■ 32% new
Only 2 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

0 → 47 → 6 → 8 → 5 new funds/Q
New funds entering each quarter: 47 → 6 → 8 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 93% of holders entered in last year

■ 7% veterans ■ 0% 1-2yr ■ 93% new
Of 44 current holders: 41 (93%) entered in the past year, only 3 (7%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
7 of 44 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — LOKV

In 2026 Q1, 12 hedge funds were net buyers of LOKV (5 opened a new position, 7 added to an existing one), while 21 reduced or exited (13 trimmed, 8 sold completely) — a 36% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 44.

Hedge Fund Ownership: LOKV

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

Market Analysis: LOKV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LOKV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Live Oak Acquisition Corp V (LOKV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LOKV has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
LOKV
nan%
XLF
+8.5%

LOKV outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
LOKV
nan%
XLF
+4.8%

Since the filing became public, LOKV outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: LOKV
44 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 44 47 -6.38%
13F Shares 21M 23M -8.4%
Total Value $207M $235M -12.14%
New Positions 5 8 -3
Increased Positions 7 12 -5
Closed Positions 8 9 -1
Reduced Positions 13 9 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LOKV

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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

44 + investors

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

QUARTER:
Top 25 LOKV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RiverPark Advisors, LLC 3.93% 1,044,004 $10.9M
2 Crossingbridge Advisors, LLC 2.15% 1,144,004 $11.9M
3 Gritstone Asset Management LLC 0.96% 86,636 $901K
4 First Trust Capital Management L.P. 0.60% 1,100,000 $11.4M
5 RLH Capital LLC 0.53% 100,000 $1.0M
6 Radcliffe Capital Management, L.P. 0.46% 590,384 $6.1M
7 Berkley W R Corp 0.36% 647,661 $6.7M
8 Aristeia Capital, L.L.C. 0.31% 1,425,000 $14.8M
9 O'Connor Alternative Investments LLC 0.29% 324,923 $3.4M
10 TENOR CAPITAL MANAGEMENT Co., L.P. 0.28% 1,750,000 $18.2M
11 Westchester Capital Management, LLC 0.26% 550,046 $5.7M
12 Rivernorth Capital Management, LLC 0.24% 452,500 $4.7M
13 Round Rock Advisors LLC 0.22% 136,705 $1.4M
14 Quarry LP 0.19% 100,000 $1.0M
15 Magnetar Financial LLC 0.18% 1,750,000 $18.2M
16 Meteora Capital, LLC 0.17% 224,489 $2.3M
17 AQR Arbitrage LLC 0.16% 955,406 $9.9M
18 Shaolin Capital Management LLC 0.15% 397,000 $4.1M
19 Periscope Capital INC. 0.14% 125,000 $1.3M
20 Moore Capital Management, LP 0.07% 350,000 $3.6M
21 K2 Principal Fund, L.P. 0.07% 100,000 $1.0M
22 Wolverine Asset Management LLC 0.07% 663,734 $6.9M
23 Alberta Investment Management Corp 0.05% 750,000 $7.8M
24 Picton Mahoney Asset Management 0.04% 500,000 $5.2M
25 Hbk Investments L P 0.04% 350,000 $3.6M
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 — Live Oak Acquisition Corp V (LOKV)

What does the Smart Money Trend signal show for LOKV?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their LOKV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LOKV?

Heavy selling pressure — only 36% buying: Last quarter: 21 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for LOKV holders?

Smaller funds dominant — 8% AUM from top-100: 7 of 44 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LOKV?

Mostly new holders — 32% entered in last year: Only 2 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Live Oak Acquisition Corp V (LOKV) following the 2026 Q1 hedge fund 13F filings?

As of today, LOKV has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), LOKV has gained nan% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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