Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Oaktree Acquisition Corp III (OACCW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — OACCW

Based on 28 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OACCW 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 — 88% of 2.5Y peak

88% of all-time peak
28 funds currently hold this stock — 88% of the 2.5-year high of 32 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding OACCW is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

9 buying7 selling
Last quarter: 9 funds bought or added vs 7 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 3 → 0 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 18% entered in last year

■ 0% conviction (2yr+) ■ 82% medium ■ 18% new
Only 0 funds (0%) 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.
💰

Value +30% but shares only +3% — price-driven

Value
+29%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +30%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

5 → 3 → 3 → 0 → 5 new funds/Q
New funds entering each quarter: 3 → 3 → 0 → 5. OACCW is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 0% veterans, 36% new entrants

■ 0% veterans ■ 64% 1-2yr ■ 36% new
Of 28 current holders: 0 (0%) held 2+ years, 18 held 1–2 years, 10 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
3 of 26 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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.

Institutional Sentiment Summary — OACCW

In 2026 Q2, 9 hedge funds were net buyers of OACCW (5 opened a new position, 4 added to an existing one), while 7 reduced or exited (4 trimmed, 3 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 28.

Hedge Fund Ownership: OACCW

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

Market Analysis: OACCW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OACCW

-- --

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

Loading signal freshness…
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
0.0
/ 10
conviction
Hedge Fund Positioning: OACCW
26 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 26 26 -
13F Shares 3M 3M 3.24%
Total Value $2M $2M 29.81%
New Positions 5 0 +5
Increased Positions 4 3 +1
Closed Positions 3 6 -3
Reduced Positions 4 3 +1
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OACCW

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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) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

26 + investors

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

QUARTER:
Top 25 OACCW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gritstone Asset Management LLC 0.07% 78,981 $74K
2 Decagon Asset Management LLP 0.03% 162,702 $153K
3 Lineage Point Capital LP 0.02% 78,928 $74K
4 Periscope Capital INC. 0.01% 90,000 $85K
5 Boussard & Gavaudan Gestion Sas 0.01% 150,000 $134K
6 Shaolin Capital Management LLC 0.00% 100,625 $95K
7 AQR Arbitrage LLC 0.00% 282,120 $251K
8 K2 Principal Fund, L.P. 0.00% 40,369 $38K
9 DLD Asset Management, LP 0.00% 44,519 $42K
10 Moore Capital Management, LP 0.00% 105,000 $99K
11 TENOR CAPITAL MANAGEMENT Co., L.P. 0.00% 60,000 $56K
12 Whitebox Advisors LLC 0.00% 50,000 $47K
13 Walleye Capital LLC 0.00% 169,502 $160K
14 Alberta Investment Management Corp 0.00% 100,000 $94K
15 Healthcare of Ontario Pension Plan Trust Fund 0.00% 340,000 $323K
16 Sculptor Capital LP 0.00% 50,000 $47K
17 ExodusPoint Capital Management, LP 0.00% 60,000 $56K
18 LMR Partners LLP 0.00% 95,000 $89K
19 Toronto Dominion Bank 0.00% 189,816 $179K
20 Verition Fund Management LLC 0.00% 23,790 $23K
21 Picton Mahoney Asset Management 0.00% 15,000 $14K
22 Schonfeld Strategic Advisors LLC 0.00% 16,500 $16K
23 BNP Paribas Financial Markets 0.00% 105,907 $100K
24 Clear Street Group Inc. 0.00% 9,274 $9K
25 Millennium Management LLC 0.00% 35,000 $33K
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 — Oaktree Acquisition Corp III (OACCW)

What does the Smart Money Trend signal show for OACCW?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OACCW 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 OACCW?

Slight buying edge — 56% buying: Last quarter: 9 funds bought or added vs 7 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OACCW holders?

Smaller funds dominant — 10% AUM from top-100: 3 of 26 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OACCW?

Mostly new holders — 18% entered in last year: Only 0 funds (0%) 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.

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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