Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OPTICAL CABLE CORP (OCC)

32 + Investors. Track Smart Money conviction in OCC. 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
67%

Smart Money Signals — OCC

Based on 32 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added OCC 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
32 hedge funds hold OCC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +45% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+45% 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.
🟢

More buyers than sellers — 67% buying

18 buying9 selling
Last quarter: 18 funds were net buyers (6 opened a brand new position + 12 added to an existing one). Only 9 were sellers (6 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 1 → 7 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 19% medium ■ 22% new
19 out of 32 hedge funds have held OCC 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 -3%, value -47%

Value
-47%
Shares
-3%
Last quarter: funds added -3% more shares while total portfolio value only changed -47%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~6 new funds/quarter

4 → 6 → 1 → 7 → 6 new funds/Q
New funds entering each quarter: 6 → 1 → 7 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 9% 1-2yr ■ 25% new
Of 32 current holders: 21 (66%) 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.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
10 of 32 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in OCC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 — OCC

In 2025 Q4, 18 hedge funds were net buyers of OCC (6 opened a new position, 12 added to an existing one), while 9 reduced or exited (6 trimmed, 3 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 40% of total institutional value in OCC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 32.

Hedge Fund Ownership: OCC

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

Market Analysis: OCC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OCC

-- --

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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: OCC
2026 Q1 Stats Unlock in 1 days 32 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 32 29 10.34%
13F Shares 2M 2M -3.46%
Total Value $7M $13M -47.09%
New Positions 6 7 -1
Increased Positions 12 7 +5
Closed Positions 3 2 +1
Reduced Positions 6 8 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OCC

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Institutional Holders (2026 Q1)

32 + investors

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

QUARTER:
Top 25 institutional holders of OCC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Informed Momentum Co LLC 0.07% 75,074 $619K
2 SHIKIAR ASSET MANAGEMENT INC 0.07% 28,150 —
3 GENDELL JEFFREY L 0.05% 417,440 $3.4M
4 Round Rock Advisors LLC 0.04% 31,272 $258K
5 Legacy Financial Advisors, Inc. 0.04% 33,393 $275K
6 GSA CAPITAL PARTNERS LLP 0.02% 32,725 —
7 Hilltop Holdings Inc. 0.01% 14,000 $116K
8 RBF Capital, LLC 0.01% 19,999 $165K
9 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% 48,268 $398K
10 Virtu Financial LLC 0.00% 11,350 —
11 Clearstead Advisors, LLC 0.00% 17,898 $148K
12 RENAISSANCE TECHNOLOGIES LLC 0.00% 83,303 $687K
13 Centiva Capital, LP 0.00% 13,034 $108K
14 SEI INVESTMENTS CO 0.00% 91,364 $754K
15 TWO SIGMA INVESTMENTS, LP 0.00% 70,669 $583K
16 HRT FINANCIAL LP 0.00% 17,437 $143K
17 MERCER GLOBAL ADVISORS INC /ADV 0.00% 18,000 $148K
18 Geneos Wealth Management Inc. 0.00% 828 $7K
19 MACKENZIE FINANCIAL CORP 0.00% 12,527 $103K
20 VANGUARD FIDUCIARY TRUST CO 0.00% 32,494 $268K
21 JANE STREET GROUP, LLC 0.00% 54,780 $452K
22 Tower Research Capital LLC (TRC) 0.00% 246 $2K
23 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 211,487 $1.7M
24 UBS Group AG 0.00% 22,448 $185K
25 SBI Securities Co., Ltd. 0.00% 120 —
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 — OPTICAL CABLE CORP (OCC)

What does the Smart Money Trend signal show for OCC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added OCC 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 OCC?

More buyers than sellers — 67% buying: Last quarter: 18 funds were net buyers (6 opened a brand new position + 12 added to an existing one). Only 9 were sellers (6 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OCC holders?

Elite ownership — 40% AUM from top-100 funds: 10 of 32 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in OCC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OCC?

59% of holders stayed for 2+ years: 19 out of 32 hedge funds have held OCC 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.