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315 hedge funds and large institutions have $4.93B invested in Oshkosh in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 130 increasing their positions, 110 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 110

1% more capital invested

Capital invested by funds: $4.89B → $4.93B (+$35.2M)

0.17% more ownership

Funds ownership: 95.5%95.66% (+0.17%)

7% less funds holding

Funds holding: 339315 (-24)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

47% less call options, than puts

Call options by funds: $7.53M | Put options by funds: $14.2M

Holders
315
Holders Change
-24
Holders Change %
-7.08%
% of All Funds
7.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
130
Reduced
110
Closed
45
Calls
$7.53M
Puts
$14.2M
Net Calls
-$6.67M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
276
Acrospire Investment Management
Illinois
$69K -$121K -1,800 -64%
QCG
277
Quadrant Capital Group
Ohio
$58K -$9.43K -140 -13%
CTC
278
Central Trust Company
Missouri
$56K
Simplex Trading
279
Simplex Trading
Illinois
$54K +$53.5K +795 New
CAL
280
Capital Analysts LLC
Pennsylvania
$41.8K
BL
281
Balentine LLC
Georgia
$41K
TDC
282
Thompson Davis & Co
Virginia
$35K
EWM
283
Endurance Wealth Management
Rhode Island
$34K
WCBA
284
Weaver C. Barksdale & Associates
Tennessee
$34K +$1.89K +28 +6%
CSS
285
Cubist Systematic Strategies
Connecticut
$33K -$240K -3,567 -88%
IUHSA
286
Itau Unibanco Holding S.A.
Brazil
$31K +$8.76K +130 +41%
Group One Trading
287
Group One Trading
Illinois
$30K +$29.2K +434 New
Loomis, Sayles & Company
288
Loomis, Sayles & Company
Massachusetts
$28K +$2.9K +43 +12%
GT
289
Glenmede Trust
Pennsylvania
$26K
PCM
290
Prelude Capital Management
New York
$24K -$46K -683 -66%
WTC
291
WhitTier Trust Company
Nevada
$23K +$12.1K +180 +118%
IA
292
IFP Advisors
Florida
$22K
NSIM
293
North Star Investment Management
Illinois
$21K
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$21K +$1.75K +26 +9%
AIL
295
AGF Investments LLC
Ontario, Canada
$16K
GEA
296
Glen Eagle Advisors
New Jersey
$13.8K
WIM
297
Westside Investment Management
California
$12.9K +$2.49K +37 +24%
GAM
298
Gemmer Asset Management
California
$12K
GBT
299
Grove Bank & Trust
Florida
$11K +$10.8K +160 New
MAM
300
Meeder Asset Management
Ohio
$10K -$329K -4,885 -97%

OSK Hedge Fund Activity: Q2 2017 in Review

315 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2017, worth a combined $4.93B — up 0.72% from $4.89B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of OSK and 25 opened new positions — a net loss of 20 holders — while 110 trimmed existing stakes and 130 added.

The largest buyer was JP Morgan Chase, adding an estimated $71.7M. The largest seller was Capital World Investors, cutting an estimated $31.3M.

  • 315 institutional investors held Oshkosh (OSK) as of Q2 2017, down from 339 in Q1 2017.
  • Funds reported $4.93B of Oshkosh stock for Q2 2017, up 0.72% quarter-over-quarter.
  • 25 funds opened new Oshkosh positions in Q2 2017 and 45 closed out, a net change of -20 holders.
  • The largest Oshkosh buyer in Q2 2017 was JP Morgan Chase, an estimated $71.7M added.
  • The largest Oshkosh seller in Q2 2017 was Capital World Investors, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2017.