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339 hedge funds and large institutions have $4.89B invested in Oshkosh in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 117 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $4.52M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

6% more capital invested

Capital invested by funds: $4.6B → $4.89B (+$295M)

9% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 117

1% more funds holding

Funds holding: 336339 (+3)

0.2% more ownership

Funds ownership: 95.3%95.5% (+0.2%)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
339
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
8.44%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
59
Increased
127
Reduced
117
Closed
46
Calls
$10.9M
Puts
$4.52M
Net Calls
+$6.41M
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$560K -$49.4K -719 -8%
Balyasny Asset Management
227
Balyasny Asset Management
Illinois
$537K +$62.2K +905 +13%
BC
228
Brinker Capital
Pennsylvania
$517K +$518K +7,534 New
FMT
229
First Mercantile Trust
Tennessee
$515K -$48.1K -700 -9%
QT
230
Quantbot Technologies
New York
$488K -$3.12M -45,335 -86%
EMG
231
Ellington Management Group
Connecticut
$487K -$502K -7,300 -51%
ProShare Advisors
232
ProShare Advisors
Maryland
$464K -$74K -1,077 -14%
HSBC Holdings
233
HSBC Holdings
United Kingdom
$462K
CAN
234
Cetera Advisor Networks
California
$448K
OAM
235
Oppenheimer Asset Management
New York
$447K +$448K +6,514 New
P
236
Pitcairn
Pennsylvania
$445K +$446K +6,485 New
Los Angeles Capital Management
237
Los Angeles Capital Management
California
$436K
PAM
238
Princeton Alpha Management
New Jersey
$426K -$251K -3,658 -37%
N
239
Natixis
France
$418K +$65.8K +957 +19%
LA
240
Lucus Advisors
New York
$410K +$410K +5,971 New
Teacher Retirement System of Texas
241
Teacher Retirement System of Texas
Texas
$401K
Commonwealth Equity Services
242
Commonwealth Equity Services
Massachusetts
$401K +$58.8K +855 +17%
SCM
243
Shelton Capital Management
Colorado
$390K +$98.8K +1,438 +34%
AG
244
Advisor Group
Arizona
$387K +$342K +4,982 +757%
Fidelity Investments
245
Fidelity Investments
Massachusetts
$384K -$99.2M -1,444,102 -100%
PP
246
Paloma Partners
Connecticut
$383K -$2.1M -30,489 -85%
Millennium Management
247
Millennium Management
New York
$381K -$51.2M -745,619 -99%
WAM
248
World Asset Management
Michigan
$381K +$7.63K +111 +2%
WIS
249
Wright Investors Service
Connecticut
$379K +$379K +5,520 New
Neuberger Berman Group
250
Neuberger Berman Group
New York
$375K +$105K +1,532 +39%

OSK Hedge Fund Activity: Q1 2017 in Review

339 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2017, worth a combined $4.89B — up 6.4% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OSK positions and 46 closed out — a net gain of 13 holders — while 127 added to existing stakes and 117 trimmed.

The largest buyer was BlackRock, adding an estimated $434M. The largest seller was Fidelity Investments, cutting an estimated $99.2M.

  • 339 institutional investors held Oshkosh (OSK) as of Q1 2017, up from 336 in Q4 2016.
  • Funds reported $4.89B of Oshkosh stock for Q1 2017, up 6.4% quarter-over-quarter.
  • 59 funds opened new Oshkosh positions in Q1 2017 and 46 closed out, a net change of +13 holders.
  • The largest Oshkosh buyer in Q1 2017 was BlackRock, an estimated $434M added.
  • The largest Oshkosh seller in Q1 2017 was Fidelity Investments, an estimated $99.2M sold.

Based on aggregated 13F filings for Q1 2017.