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Oshkosh
OSK

245 hedge funds and large institutions have $3.54B invested in Oshkosh in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $3.28B → $3.54B (+$259M)

5.76% more ownership

Funds ownership: 87.61% → 93.37% (+5.8%)

3% less funds holding

Funds holding: 252 → 245 (-7)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

43% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 113

46% less call options, than puts

Call options by funds: $4.24M | Put options by funds: $7.84M

Holders
245
Holders Change
-7
Holders Change %
-2.78%
% of All Funds
6.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
64
Reduced
113
Closed
40
Calls
$4.24M
Puts
$7.84M
Net Calls
-$3.59M
Net Calls Change
+$947K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$73.5M
2
American Century Companies
American Century Companies
Missouri
+$58.8M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$23.7M
4
RIM
Rainier Investment Management
Washington
+$22.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$21.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$38.9M
2
SG
Swarthmore Group
Pennsylvania
-$31.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$28.2M
4
Prudential Financial
Prudential Financial
New Jersey
-$25.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
251
Marshall Wace
United Kingdom
– -$11M -248,335 Closed
FAM
252
Fred Alger Management
New York
– -$9.37M -212,173 Closed
HAI
253
Hennessy Advisors Inc
California
– -$9.21M -208,500 Closed
ABC
254
Anchor Bolt Capital
Illinois
– -$6.28M -142,266 Closed
BSA
255
Braun Stacey Associates
New York
– -$4.26M -96,400 Closed
HCM
256
Highbridge Capital Management
New York
– -$3.69M -83,625 Closed
NAM
257
NorthCoast Asset Management
Connecticut
– -$2.66M -60,280 Closed
BCM
258
BBT Capital Management
Texas
– -$2.33M -52,795 Closed
GIA
259
Gargoyle Investment Advisor
New Jersey
– -$2.25M -50,962 Closed
WBC
260
Westpac Banking Corp
Australia
– -$2.15M -48,700 Closed
MCM
261
Matarin Capital Management
New York
– -$1.85M -41,969 Closed
ROTUOC
262
Regents of the University of California
California
– -$1.77M -40,180 Closed
Point72 Asset Management
263
Point72 Asset Management
Connecticut
– -$1.43M -32,400 Closed
DCM
264
Dynamic Capital Management
Jersey
– -$1.18M -26,782 Closed
DCM
265
Dupont Capital Management
Delaware
– -$1.06M -24,103 Closed
William Blair & Company
266
William Blair & Company
Illinois
– -$1.01M -22,843 Closed
AL
267
Airain Ltd
Guernsey
– -$805K -18,228 Closed
HHC
268
Hutchin Hill Capital
New York
– -$751K -17,000 Closed
ACI
269
AMP Capital Investors
Australia
– -$555K -12,400 Closed
D.E. Shaw & Co
270
D.E. Shaw & Co
New York
– -$542K -12,280 Closed
JHIU
271
Janus Henderson Investors US
Colorado
– -$472K -10,700 Closed
BMCMI
272
Bryn Mawr Capital Management Inc
Pennsylvania
– -$367K -8,305 Closed
NBC
273
Neuberger Berman Canada
Ontario, Canada
– -$322K -7,300 Closed
Chevy Chase Trust
274
Chevy Chase Trust
Maryland
– -$275K -6,233 Closed
CCMH
275
Cornerstone Capital Management Holdings
New York
– -$256K -5,801 Closed
8 9 10
11
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OSK Hedge Fund Activity: Q4 2014 in Review

245 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2014, worth a combined $3.54B — up 7.9% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of OSK and 36 opened new positions — a net loss of 4 holders — while 113 trimmed existing stakes and 64 added.

The largest buyer was Brandywine Global Investment Management, adding an estimated $73.5M. The largest seller was Principal Financial Group, cutting an estimated $38.9M.

  • 245 institutional investors held Oshkosh (OSK) as of Q4 2014, down from 252 in Q3 2014.
  • Funds reported $3.54B of Oshkosh stock for Q4 2014, up 7.9% quarter-over-quarter.
  • 36 funds opened new Oshkosh positions in Q4 2014 and 40 closed out, a net change of -4 holders.
  • The largest Oshkosh buyer in Q4 2014 was Brandywine Global Investment Management, an estimated $73.5M added.
  • The largest Oshkosh seller in Q4 2014 was Principal Financial Group, an estimated $38.9M sold.

Based on aggregated 13F filings for Q4 2014.