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284 hedge funds and large institutions have $3.92B invested in Oshkosh in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

16% more capital invested

Capital invested by funds: $3.39B → $3.92B (+$532M)

15% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 91

7% more funds holding

Funds holding: 265284 (+19)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.15% less ownership

Funds ownership: 96.72%95.56% (-1.2%)

30% less call options, than puts

Call options by funds: $9.96M | Put options by funds: $14.2M

Holders
284
Holders Change
+19
Holders Change %
+7.17%
% of All Funds
7.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
105
Reduced
91
Closed
31
Calls
$9.96M
Puts
$14.2M
Net Calls
-$4.26M
Net Calls Change
-$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
276
Itau Unibanco Holding S.A.
Brazil
$6K +$5.26K +100 New
FHA
277
First Horizon Advisors
Tennessee
$5K +$5.53K +105 New
HNB
278
Huntington National Bank
Ohio
$3K
PVH
279
Psagot Value Holdings
Israel
$3K +$2.63K +50 New
First Manhattan
280
First Manhattan
New York
$2K
VOYA Investment Management
281
VOYA Investment Management
Georgia
$1.39K +$52K +987 +4%
QI
282
QS Investors
New York
$1K
WA
283
WFG Advisors
Texas
$1K
PI
284
Putnam Investments
Massachusetts
-$38.8M -812,480 Closed
VFA
285
Virtus Fund Advisers
Connecticut
-$35.9M -755,100 Closed
Boston Partners
286
Boston Partners
Massachusetts
-$29M -607,347 Closed
LCP
287
Lombardia Capital Partners
California
-$16.1M -336,681 Closed
Adage Capital Partners
288
Adage Capital Partners
Massachusetts
-$4.78M -100,100 Closed
UOC
289
UBS O'Connor
Illinois
-$4.68M -98,007 Closed
SCM
290
Sandler Capital Management
New York
-$3.33M -69,830 Closed
EI
291
EAM Investors
California
-$2.59M -54,266 Closed
Mackenzie Financial
292
Mackenzie Financial
Ontario, Canada
-$1.17M -24,425 Closed
DAM
293
Deimos Asset Management
New York
-$930K -19,500 Closed
Point72 Asset Management
294
Point72 Asset Management
Connecticut
-$787K -16,500 Closed
TBAM
295
True Bearing Asset Management
California
-$766K -16,051 Closed
PG
296
PEAK6 Group
Illinois
-$711K -13,508 Closed
Rafferty Asset Management
297
Rafferty Asset Management
New York
-$616K -12,906 Closed
Janney Montgomery Scott
298
Janney Montgomery Scott
Pennsylvania
-$536K -11,216 Closed
BCM
299
Bayesian Capital Management
New York
-$444K -9,300 Closed
Capital Fund Management (CFM)
300
Capital Fund Management (CFM)
France
-$420K -8,800 Closed

OSK Hedge Fund Activity: Q3 2016 in Review

284 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2016, worth a combined $3.92B — up 16% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new OSK positions and 31 closed out — a net gain of 22 holders — while 105 added to existing stakes and 91 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $118M. The largest seller was Capital Research Global Investors, cutting an estimated $150M.

  • 284 institutional investors held Oshkosh (OSK) as of Q3 2016, up from 265 in Q2 2016.
  • Funds reported $3.92B of Oshkosh stock for Q3 2016, up 16% quarter-over-quarter.
  • 53 funds opened new Oshkosh positions in Q3 2016 and 31 closed out, a net change of +22 holders.
  • The largest Oshkosh buyer in Q3 2016 was AllianceBernstein, an estimated $118M added.
  • The largest Oshkosh seller in Q3 2016 was Capital Research Global Investors, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2016.