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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
Manulife (Manufacturers Life Insurance)
251
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.43K +$44.1K +992 +0.9%
FNBT
252
FineMark National Bank & Trust
Florida
$5K +$1.11K +25 +30%
TRCT
253
Tower Research Capital (TRC)
New York
$4K -$17.4K -392 -81%
EFSCE
254
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
WA
255
WFG Advisors
Texas
$3K
CCM
256
Cupps Capital Management
Illinois
$3K +$2.98K +67 New
CAM
257
ClariVest Asset Management
California
$2K
First Manhattan
258
First Manhattan
New York
$2K
WA
259
WealthTrust-Arizona
Arizona
$2K +$534 +12 +33%
WA
260
Waverly Advisors
Alabama
$2K +$2K +45 New
Franklin Resources
261
Franklin Resources
California
-$134M -3,527,024 Closed
CRM
262
Cramer Rosenthal McGlynn
Connecticut
-$37.7M -993,900 Closed
ClearBridge Investments
263
ClearBridge Investments
New York
-$37.7M -993,364 Closed
Fuller & Thaler Asset Management
264
Fuller & Thaler Asset Management
California
-$7.38M -194,300 Closed
Millennium Management
265
Millennium Management
New York
-$6.17M -162,407 Closed
ERSOT
266
Employees Retirement System of Texas
Texas
-$3.3M -87,000 Closed
Nomura Holdings
267
Nomura Holdings
Japan
-$2.37M -62,788 Closed
SCM
268
Sigma Capital Management
Connecticut
-$2.04M -53,800 Closed
QI
269
Quotient Investors
New York
-$1.8M -47,300 Closed
LM
270
Luminus Management
Texas
-$1.41M -37,201 Closed
NCCM
271
Nine Chapters Capital Management
New Jersey
-$1.19M -31,300 Closed
GMIM
272
General Motors Investment Management
New York
-$849K -22,362 Closed
Connor, Clark & Lunn Investment Management (CC&L)
273
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$755K -18,850 Closed
SO
274
STRS Ohio
Ohio
-$695K -18,291 Closed
ST
275
Sentinel Trust
Texas
-$332K -8,733 Closed

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.