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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
TH
276
Timber Hill
Connecticut
$210K +$211K +3,068 New
VWM
277
Venturi Wealth Management
Texas
$208K +$207K +3,010 New
RJT
278
Raymond James Trust
Florida
$208K +$208K +3,026 New
LTFS
279
Ladenburg Thalmann Financial Services
Florida
$207K +$79.8K +1,161 +63%
CI
280
Cigna Investments
Connecticut
$202K +$202K +2,941 New
US Bancorp
281
US Bancorp
Minnesota
$201K -$7.56K -110 -4%
TI
282
Trexquant Investment
Connecticut
$200K -$1.41M -20,481 -88%
AIM
283
Acrospire Investment Management
Illinois
$192K -$220K -3,200 -53%
SWA
284
Sutton Wealth Advisors
Florida
$150K
PAM
285
Paradigm Asset Management
New York
$147K +$148K +2,150 New
JIR
286
James Investment Research
Ohio
$144K +$144K +2,100 New
AAM
287
Advisors Asset Management
Colorado
$135K +$11.8K +171 +10%
IR
288
Invictus RG
Bermuda
$133K +$134K +1,945 New
HFM
289
Harvest Fund Management
China
$128K
Fuller & Thaler Asset Management
290
Fuller & Thaler Asset Management
California
$123K +$124K +1,800 New
KBC Group
291
KBC Group
Belgium
$120K -$478K -6,960 -80%
GWM
292
Geneos Wealth Management
Colorado
$97K
GWS
293
Glassman Wealth Services
Virginia
$81K
IWM
294
IHT Wealth Management
Illinois
$80K +$275 +4 +0.3%
JFGIW
295
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K -$7.22K -105 -9%
QCG
296
Quadrant Capital Group
Ohio
$72K +$2.54K +37 +4%
PCM
297
Prelude Capital Management
New York
$71K -$4.47K -65 -6%
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$71K
FMA
299
FNY Managed Accounts
New York
$58K +$59K +859 New
CTC
300
Central Trust Company
Missouri
$55K

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.