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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
CAM
251
Capstone Asset Management
Texas
$359K -$28.9K -420 -7%
AZA
252
Arthur Zaske & Associates
Michigan
$356K
FCBT
253
First Citizens Bank & Trust
North Carolina
$355K +$355K +5,169 New
LIA
254
LS Investment Advisors
Michigan
$352K -$6.32K -92 -2%
M&T Bank
255
M&T Bank
New York
$348K +$6.87K +100 +2%
MAM
256
Meeder Asset Management
Ohio
$345K +$346K +5,031 New
Tudor Investment Corp
257
Tudor Investment Corp
Connecticut
$343K -$2.86M -41,586 -89%
RHBC
258
R.H. Bluestein & Co
Michigan
$343K -$172K -2,500 -33%
William Blair & Company
259
William Blair & Company
Illinois
$333K +$18.8K +274 +6%
Nomura Holdings
260
Nomura Holdings
Japan
$322K -$306K -4,451 -49%
LI
261
LVZ Inc
Michigan
$307K
WIM
262
Wilen Investment Management
Florida
$307K
RFCA
263
R&F Capital Advisors
New York
$297K -$295K -4,291 -50%
1GA
264
1st Global Advisors
Texas
$295K +$6.25K +91 +2%
Capstone Investment Advisors
265
Capstone Investment Advisors
New York
$281K +$282K +4,100 New
CSS
266
Cubist Systematic Strategies
Connecticut
$278K -$697K -10,141 -71%
MCWS
267
McKinley Carter Wealth Services
West Virginia
$274K
ZIC
268
ZWJ Investment Counsel
Georgia
$271K +$272K +3,954 New
HighTower Advisors
269
HighTower Advisors
Illinois
$247K +$251K +3,648 New
PVWM
270
Point View Wealth Management
New Jersey
$245K -$5.84K -85 -2%
ABC
271
Associated Banc-Corp
Wisconsin
$239K +$8.45K +123 +4%
ANB
272
Amarillo National Bank
Texas
$237K
OI
273
Oakbrook Investments
Illinois
$226K +$227K +3,300 New
OC
274
Oarsman Capital
Wisconsin
$219K +$220K +3,200 New
TA
275
Tiedemann Advisors
New York
$215K +$215K +3,128 New

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.