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265 hedge funds and large institutions have $3.39B invested in Oshkosh in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

346% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $7.75M | Put options by funds: $5.03M

19% more funds holding

Funds holding: 222265 (+43)

10% more capital invested

Capital invested by funds: $3.09B → $3.39B (+$297M)

8% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 86

7.35% less ownership

Funds ownership: 104.07%96.72% (-7.4%)

Holders
265
Holders Change
+43
Holders Change %
+19.37%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
93
Reduced
86
Closed
13
Calls
$7.75M
Puts
$5.03M
Net Calls
+$2.72M
Net Calls Change
+$988K
Name Holding Trade Value Shares
Change
Change in
Stake
OMCS
226
Old Mutual Customised Solutions
South Africa
$119K
Zurich Cantonal Bank
227
Zurich Cantonal Bank
Switzerland
$114K
SWA
228
Sutton Wealth Advisors
Florida
$104K
Nomura Asset Management
229
Nomura Asset Management
Japan
$104K +$96.7K +2,180 New
AAM
230
Advisors Asset Management
Colorado
$91K
Victory Capital Management
231
Victory Capital Management
Texas
$86K +$34.9K +787 +77%
Walleye Trading
232
Walleye Trading
New York
$85K +$78.8K +1,777 New
GWM
233
Geneos Wealth Management
Colorado
$66K +$2.22K +50 +4%
LTFS
234
Ladenburg Thalmann Financial Services
Florida
$60K -$1.86K -42 -3%
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$59K +$2.57K +58 +5%
CCA
236
Checchi Capital Advisers
California
$58K +$32K +721 +144%
GWS
237
Glassman Wealth Services
Virginia
$56K
JFGIW
238
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55K
QCG
239
Quadrant Capital Group
Ohio
$49K +$1.73K +39 +4%
JG
240
Jefferies Group
New York
$42K +$39K +878 New
SBL
241
Sargent Bickham Lagudis
Colorado
$37K
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$35K +$27.9K +628 +654%
AW
243
Alpha Windward
Massachusetts
$31K +$29.3K +660 New
CAL
244
Capital Analysts LLC
Pennsylvania
$29K +$1.64K +37 +6%
WCBA
245
Weaver C. Barksdale & Associates
Tennessee
$28K -$3.9K -88 -13%
EWM
246
Endurance Wealth Management
Rhode Island
$24K
TDC
247
Thompson Davis & Co
Virginia
$24K
PCM
248
Prelude Capital Management
New York
$21K +$19.7K +443 New
MA
249
MUFG Americas
New York
$19K
IA
250
IFP Advisors
Florida
$17K -$324K -7,296 -95%

OSK Hedge Fund Activity: Q2 2016 in Review

265 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2016, worth a combined $3.39B — up 9.6% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new OSK positions and 13 closed out — a net gain of 45 holders — while 93 added to existing stakes and 86 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $15.6M. The largest seller was Capital World Investors, cutting an estimated $145M.

  • 265 institutional investors held Oshkosh (OSK) as of Q2 2016, up from 222 in Q1 2016.
  • Funds reported $3.39B of Oshkosh stock for Q2 2016, up 9.6% quarter-over-quarter.
  • 58 funds opened new Oshkosh positions in Q2 2016 and 13 closed out, a net change of +45 holders.
  • The largest Oshkosh buyer in Q2 2016 was Thrivent Financial for Lutherans, an estimated $15.6M added.
  • The largest Oshkosh seller in Q2 2016 was Capital World Investors, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2016.