Oshkosh
222 hedge funds and large institutions have $3.09B invested in Oshkosh in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 93 reducing their positions, and 29 closing their positions.
37% more call options, than puts
Call options by funds: $6.35M | Put options by funds: $4.62M
1.06% more ownership
Funds ownership: 103.01% → 104.07% (+1.1%)
3% more capital invested
Capital invested by funds: $3B → $3.09B (+$86.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 229 → 222 (-7)
17% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 93
21% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$68.6M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$29.5M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$21.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.92M |
| 5 |
Millennium Management
New York
|
+$9.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$59.2M |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
-$39M |
| 3 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$19.9M |
| 4 |
NAP
New Amsterdam Partners
New York
|
-$16.9M |
| 5 |
LHC
Lodge Hill Capital
New York
|
-$14.6M |
OSK Hedge Fund Activity: Q1 2016 in Review
222 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2016, worth a combined $3.09B — up 2.9% from $3B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of OSK and 23 opened new positions — a net loss of 6 holders — while 93 trimmed existing stakes and 77 added.
The largest buyer was Harris Associates, adding an estimated $68.6M. The largest seller was Brandywine Global Investment Management, cutting an estimated $59.2M.
- 222 institutional investors held Oshkosh (OSK) as of Q1 2016, down from 229 in Q4 2015.
- Funds reported $3.09B of Oshkosh stock for Q1 2016, up 2.9% quarter-over-quarter.
- 23 funds opened new Oshkosh positions in Q1 2016 and 29 closed out, a net change of -6 holders.
- The largest Oshkosh buyer in Q1 2016 was Harris Associates, an estimated $68.6M added.
- The largest Oshkosh seller in Q1 2016 was Brandywine Global Investment Management, an estimated $59.2M sold.
Based on aggregated 13F filings for Q1 2016.