Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Live Oak Acquisition Corp V (LOKVW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
2Q ▼
Buyers last Q
18%

Smart Money Signals — LOKVW

Based on 26 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 LOKVW 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 — 70% of 3.0Y peak

70% of all-time peak
26 funds currently hold this stock — 70% of the 3.0-year high of 37 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +2500% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+2500% 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 18% buying

4 buying18 selling
Last quarter: 18 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 4 → 2 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 23% entered in last year

■ 4% conviction (2yr+) ■ 73% medium ■ 23% new
Only 1 funds (4%) 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.
💰

Price up while funds trimmed (+23% value, -7% shares)

Value
+23%
Shares
-6%
Last quarter: total value of institutional LOKVW holdings rose +23% even though funds reduced share count by 7%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
⚠️

Saturation — most institutions already know this story

0 → 34 → 4 → 2 → 1 new funds/Q
New funds entering each quarter: 34 → 4 → 2 → 1. 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 — 92% of holders entered in last year

■ 8% veterans ■ 0% 1-2yr ■ 92% new
Of 26 current holders: 24 (92%) entered in the past year, only 2 (8%) 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 — 2% AUM from top-100

2% from top-100 AUM funds
2 of 25 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — LOKVW

In 2026 Q1, 4 hedge funds were net buyers of LOKVW (1 opened a new position, 3 added to an existing one), while 18 reduced or exited (9 trimmed, 9 sold completely) — a 18% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 26.

Hedge Fund Ownership: LOKVW

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

Market Analysis: LOKVW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LOKVW

-- --

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

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

Signal Freshness measures how much LOKVW has moved relative to its sector benchmark (SPY) 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 · 82d ago
LOKVW
+8.4%
SPY
+15.1%

LOKVW outperformed SPY by -6.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
LOKVW
+0.0%
SPY
+1.3%

Since the filing became public, LOKVW outperformed SPY by -1.3% .

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 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: LOKVW
26 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 26 34 -23.53%
13F Shares 9M 10M -6.62%
Total Value $13M $11M 23.08%
New Positions 1 2 -1
Increased Positions 3 3 -
Closed Positions 9 5 +4
Reduced Positions 9 11 -2
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LOKVW

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Valuation Measures Data as of: --

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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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

26 + investors

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

QUARTER:
Top 25 LOKVW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Harraden Circle Investments, LLC 0.62% 2,155,052 $3.1M
2 Cannell & Spears LLC 0.02% 777,600 $1.1M
3 Aristeia Capital, L.L.C. 0.02% 624,999 $884K
4 Rivernorth Capital Management, LLC 0.02% 249,936 $357K
5 TENOR CAPITAL MANAGEMENT Co., L.P. 0.02% 733,157 $1.0M
6 Shaolin Capital Management LLC 0.02% 293,697 $420K
7 Magnetar Financial LLC 0.01% 874,600 $1.3M
8 Periscope Capital INC. 0.01% 75,000 $107K
9 AQR Arbitrage LLC 0.01% 495,986 $719K
10 K2 Principal Fund, L.P. 0.01% 90,700 $130K
11 Css LLC/Il 0.01% 127,538 $182K
12 Moore Capital Management, LP 0.01% 175,000 $250K
13 Westchester Capital Management, LLC 0.00% 74,999 $109K
14 Lineage Point Capital LP 0.00% 13,199 $19K
15 Saba Capital Management, L.P. 0.00% 92,809 $131K
16 Alberta Investment Management Corp 0.00% 375,000 $536K
17 Hbk Investments L P 0.00% 167,298 $239K
18 Healthcare of Ontario Pension Plan Trust Fund 0.00% 1,000,000 $1.4M
19 LMR Partners LLP 0.00% 350,000 $500K
20 Clear Street Group Inc. 0.00% 114,005 $163K
21 Verition Fund Management LLC 0.00% 50,000 $72K
22 Hudson Bay Capital Management LP 0.00% 20,708 $30K
23 Millennium Management LLC 0.00% 170,600 $244K
24 BNP Paribas Financial Markets 0.00% 139,657 $200K
25 D. E. Shaw & Co., Inc. 0.00% 62,500 $91K
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 (LOKVW)

What does the Smart Money Trend signal show for LOKVW?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their LOKVW 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 LOKVW?

Heavy selling pressure — only 18% buying: Last quarter: 18 funds sold vs only 4 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 LOKVW holders?

Smaller funds dominant — 2% AUM from top-100: 2 of 25 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LOKVW?

Mostly new holders — 23% entered in last year: Only 1 funds (4%) 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 (LOKVW) following the 2026 Q1 hedge fund 13F filings?

As of today, LOKVW has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.3%. Since the quarter end (March 31, 2026), LOKVW has gained +8.4% vs +15.1% for SPY. 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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