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315 hedge funds and large institutions have $4.93B invested in Oshkosh in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 130 increasing their positions, 110 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 110

1% more capital invested

Capital invested by funds: $4.89B → $4.93B (+$35.2M)

0.17% more ownership

Funds ownership: 95.5%95.66% (+0.17%)

7% less funds holding

Funds holding: 339315 (-24)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

47% less call options, than puts

Call options by funds: $7.53M | Put options by funds: $14.2M

Holders
315
Holders Change
-24
Holders Change %
-7.08%
% of All Funds
7.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
130
Reduced
110
Closed
45
Calls
$7.53M
Puts
$14.2M
Net Calls
-$6.67M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
226
First Mercantile Trust
Tennessee
$500K -$16.8K -250 -3%
HSBC Holdings
227
HSBC Holdings
United Kingdom
$464K
Connor, Clark & Lunn Investment Management (CC&L)
228
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$461K +$451K +6,700 New
OAM
229
Oppenheimer Asset Management
New York
$441K -$7.68K -114 -2%
FCBT
230
First Citizens Bank & Trust
North Carolina
$434K +$75.8K +1,125 +22%
CAN
231
Cetera Advisor Networks
California
$422K -$26.9K -400 -6%
LIA
232
LS Investment Advisors
Michigan
$415K +$59.5K +883 +17%
Teacher Retirement System of Texas
233
Teacher Retirement System of Texas
Texas
$414K +$10.4K +154 +3%
Commonwealth Equity Services
234
Commonwealth Equity Services
Massachusetts
$412K +$9.09K +135 +2%
AG
235
Advisor Group
Arizona
$408K +$18.9K +280 +5%
SCM
236
Shelton Capital Management
Colorado
$392K
ProShare Advisors
237
ProShare Advisors
Maryland
$387K -$77.2K -1,146 -17%
CAM
238
Capstone Asset Management
Texas
$376K +$14.8K +220 +4%
WAM
239
World Asset Management
Michigan
$370K -$12.2K -181 -3%
N
240
Natixis
France
$368K -$50.1K -744 -12%
AZA
241
Arthur Zaske & Associates
Michigan
$357K
DZ Bank
242
DZ Bank
Germany
$357K +$350K +5,190 New
M&T Bank
243
M&T Bank
New York
$353K +$4.11K +61 +1%
RHBC
244
R.H. Bluestein & Co
Michigan
$344K
Neuberger Berman Group
245
Neuberger Berman Group
New York
$324K -$51.6K -766 -14%
LCM
246
Laurion Capital Management
New York
$311K +$305K +4,522 New
LI
247
LVZ Inc
Michigan
$309K
WIM
248
Wilen Investment Management
Florida
$300K -$6.74K -100 -2%
MCWS
249
McKinley Carter Wealth Services
West Virginia
$276K
ZIC
250
ZWJ Investment Counsel
Georgia
$272K

OSK Hedge Fund Activity: Q2 2017 in Review

315 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2017, worth a combined $4.93B — up 0.72% from $4.89B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of OSK and 25 opened new positions — a net loss of 20 holders — while 110 trimmed existing stakes and 130 added.

The largest buyer was JP Morgan Chase, adding an estimated $71.7M. The largest seller was Capital World Investors, cutting an estimated $31.3M.

  • 315 institutional investors held Oshkosh (OSK) as of Q2 2017, down from 339 in Q1 2017.
  • Funds reported $4.93B of Oshkosh stock for Q2 2017, up 0.72% quarter-over-quarter.
  • 25 funds opened new Oshkosh positions in Q2 2017 and 45 closed out, a net change of -20 holders.
  • The largest Oshkosh buyer in Q2 2017 was JP Morgan Chase, an estimated $71.7M added.
  • The largest Oshkosh seller in Q2 2017 was Capital World Investors, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2017.