Oshkosh
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.
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
Top Buyers
Top Sellers
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$38.9M |
| 2 |
SG
Swarthmore Group
Philadelphia,
Pennsylvania
|
-$31.3M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$28.2M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$25.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$21.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAM
276
Taylor Asset Management
Toronto,
Ontario, Canada
| – | -$247K | -5,600 | Closed |
|
277
Daiwa Securities Group
Tokyo,
Japan
| – | -$185K | -4,200 | Closed |
|
|
IMS
278
Index Management Solutions
Philadelphia,
Pennsylvania
| – | -$160K | -3,618 | Closed |
|
279
Walleye Trading
New York
| – | -$111K | -2,454 | Closed |
|
|
PTC
280
Private Trust Company
Cleveland,
Ohio
| – | -$73K | -1,654 | Closed |
|
|
RNS
281
Robert N. Shapiro
| – | -$21K | -480 | Closed |
|
|
WAS
282
Winch Advisory Services
Appleton,
Wisconsin
| – | -$9K | -212 | Closed |
|
|
WA
283
Waverly Advisors
Birmingham,
Alabama
| – | -$9K | -204 | Closed |
|
|
BPBT
284
Boston Private Bank & Trust
Boston,
Massachusetts
| – | -$3K | -65 | Closed |
|
|
W
285
Wealthfront
Palo Alto,
California
| – | +$45 | +1 | New |
|
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.