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261 hedge funds and large institutions have $3.89B invested in Oshkosh in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $5.78M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

33% more capital invested

Capital invested by funds: $2.93B → $3.89B (+$957M)

19% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 83

8% more funds holding

Funds holding: 241261 (+20)

2.46% more ownership

Funds ownership: 89.02%91.48% (+2.5%)

Holders
261
Holders Change
+20
Holders Change %
+8.3%
% of All Funds
8.46%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
46
Increased
99
Reduced
83
Closed
24
Calls
$11.5M
Puts
$5.78M
Net Calls
+$5.76M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
226
Rational Advisors
New York
$131K -$178 -4 -0.1%
OMCS
227
Old Mutual Customised Solutions
South Africa
$122K -$44.5K -1,000 -29%
U
228
UBS
Switzerland
$108K -$2.55M -57,337 -96%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$101K +$28.4K +639 +45%
NYLT
230
New York Life Trust
New York
$93K +$84.1K +1,891 New
SC
231
Skylands Capital
Wisconsin
$54K
Envestnet Asset Management
232
Envestnet Asset Management
Illinois
$47K +$10.2K +229 +32%
Canada Pension Plan Investment Board
233
Canada Pension Plan Investment Board
Ontario, Canada
$34K -$57.8K -1,300 -65%
JFGIW
234
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K
OIA
235
Optimum Investment Advisors
Illinois
$34K +$31.1K +700 New
WCBA
236
Weaver C. Barksdale & Associates
Tennessee
$32K -$9.48K -213 -24%
PCM
237
Prelude Capital Management
New York
$29K -$69.8K -1,569 -72%
HCM
238
Highlander Capital Management
New Jersey
$24.5K
Creative Planning
239
Creative Planning
Kansas
$24K -$16.1K -362 -43%
MFS
240
MSI Financial Services
Massachusetts
$18K +$2.27K +51 +16%
SAM
241
Shell Asset Management
Netherlands
$16K
PTC
242
Private Trust Company
Ohio
$16K +$7.57K +170 +108%
LTFS
243
Ladenburg Thalmann Financial Services
Florida
$16K +$11.3K +255 +345%
IMS
244
Index Management Solutions
Pennsylvania
$15K +$13.5K +303 New
M&T Bank
245
M&T Bank
New York
$10K
FMT
246
First Mercantile Trust
Tennessee
$8K +$445 +10 +7%
RNS
247
Robert N. Shapiro
$8K +$7.12K +160 New
PIA
248
Piedmont Investment Advisors
North Carolina
$6.86K -$2.95M -66,214 -100%
BAM
249
Barrett Asset Management
New York
$6K
Parallax Volatility Advisers
250
Parallax Volatility Advisers
California
$6K +$5.38K +121 New

OSK Hedge Fund Activity: Q3 2013 in Review

261 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2013, worth a combined $3.89B — up 33% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OSK positions and 24 closed out — a net gain of 22 holders — while 99 added to existing stakes and 83 trimmed.

The largest buyer was Capital World Investors, adding an estimated $89M. The largest seller was Franklin Resources, exiting entirely with an estimated $134M sold.

  • 261 institutional investors held Oshkosh (OSK) as of Q3 2013, up from 241 in Q2 2013.
  • Funds reported $3.89B of Oshkosh stock for Q3 2013, up 33% quarter-over-quarter.
  • 46 funds opened new Oshkosh positions in Q3 2013 and 24 closed out, a net change of +22 holders.
  • The largest Oshkosh buyer in Q3 2013 was Capital World Investors, an estimated $89M added.
  • The largest Oshkosh seller in Q3 2013 was Franklin Resources, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2013.