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284 hedge funds and large institutions have $3.92B invested in Oshkosh in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

16% more capital invested

Capital invested by funds: $3.39B → $3.92B (+$532M)

15% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 91

7% more funds holding

Funds holding: 265284 (+19)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.15% less ownership

Funds ownership: 96.72%95.56% (-1.2%)

30% less call options, than puts

Call options by funds: $9.96M | Put options by funds: $14.2M

Holders
284
Holders Change
+19
Holders Change %
+7.17%
% of All Funds
7.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
105
Reduced
91
Closed
31
Calls
$9.96M
Puts
$14.2M
Net Calls
-$4.26M
Net Calls Change
-$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
AZA
226
Arthur Zaske & Associates
Michigan
$291K +$273K +5,190 New
Barclays
227
Barclays
United Kingdom
$286K -$3.41M -64,708 -93%
LIA
228
LS Investment Advisors
Michigan
$270K +$15.8K +300 +7%
WIM
229
Wilen Investment Management
Florida
$253K -$5.26K -100 -2%
M&T Bank
230
M&T Bank
New York
$253K +$238K +4,525 New
PVWM
231
Point View Wealth Management
New Jersey
$251K -$13.2K -251 -5%
LI
232
LVZ Inc
Michigan
$251K
1GA
233
1st Global Advisors
Texas
$248K +$6.9K +131 +3%
FRM
234
Fox Run Management
Connecticut
$246K -$816K -15,500 -78%
OC
235
Oarsman Capital
Wisconsin
$244K
CG
236
Cutler Group
California
$243K +$223K +4,229 +3,646%
William Blair & Company
237
William Blair & Company
Illinois
$237K +$222K +4,224 New
Commonwealth Equity Services
238
Commonwealth Equity Services
Massachusetts
$232K -$14.2K -270 -6%
MCWS
239
McKinley Carter Wealth Services
West Virginia
$224K +$211K +4,000 New
BOH
240
Bank of Hawaii
Hawaii
$210K +$197K +3,750 New
US Bancorp
241
US Bancorp
Minnesota
$191K +$13.6K +258 +8%
Zurich Cantonal Bank
242
Zurich Cantonal Bank
Switzerland
$149K +$14.8K +282 +12%
TRCT
243
Tower Research Capital (TRC)
New York
$148K -$130K -2,470 -48%
OMCS
244
Old Mutual Customised Solutions
South Africa
$140K
PHK
245
Point72 Hong Kong
Hong Kong
$129K +$121K +2,300 New
SWA
246
Sutton Wealth Advisors
Florida
$123K
Simplex Trading
247
Simplex Trading
Illinois
$122K +$115K +2,193 New
AAM
248
Advisors Asset Management
Colorado
$101K -$5.26K -100 -5%
Acadian Asset Management
249
Acadian Asset Management
Massachusetts
$96K +$90.3K +1,715 New
MAM
250
Meeder Asset Management
Ohio
$89K -$199K -3,789 -70%

OSK Hedge Fund Activity: Q3 2016 in Review

284 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2016, worth a combined $3.92B — up 16% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new OSK positions and 31 closed out — a net gain of 22 holders — while 105 added to existing stakes and 91 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $118M. The largest seller was Capital Research Global Investors, cutting an estimated $150M.

  • 284 institutional investors held Oshkosh (OSK) as of Q3 2016, up from 265 in Q2 2016.
  • Funds reported $3.92B of Oshkosh stock for Q3 2016, up 16% quarter-over-quarter.
  • 53 funds opened new Oshkosh positions in Q3 2016 and 31 closed out, a net change of +22 holders.
  • The largest Oshkosh buyer in Q3 2016 was AllianceBernstein, an estimated $118M added.
  • The largest Oshkosh seller in Q3 2016 was Capital Research Global Investors, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2016.