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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
TRCT
301
Tower Research Capital (TRC)
New York
$50K +$41.4K +603 +460%
SCM
302
Segantii Capital Management
Hong Kong
$48K +$48.1K +700 New
Parallax Volatility Advisers
303
Parallax Volatility Advisers
California
$44K -$54.8K -797 -56%
CAL
304
Capital Analysts LLC
Pennsylvania
$41.6K
BL
305
Balentine LLC
Georgia
$41K
TDC
306
Thompson Davis & Co
Virginia
$35K
EWM
307
Endurance Wealth Management
Rhode Island
$34K
WCBA
308
Weaver C. Barksdale & Associates
Tennessee
$32K -$4.12K -60 -11%
AW
309
Alpha Windward
Massachusetts
$27K
GT
310
Glenmede Trust
Pennsylvania
$26K -$11.5K -168 -31%
Loomis, Sayles & Company
311
Loomis, Sayles & Company
Massachusetts
$25K +$3.16K +46 +14%
ASN
312
Advisory Services Network
Georgia
$24K +$24.1K +350 New
IA
313
IFP Advisors
Florida
$22K +$412 +6 +2%
IUHSA
314
Itau Unibanco Holding S.A.
Brazil
$22K +$15.1K +220 +220%
NSIM
315
North Star Investment Management
Illinois
$21K
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$19K -$94.2K -1,370 -83%
WOC
317
West Oak Capital
California
$17.3K +$17.3K +252 New
AIL
318
AGF Investments LLC
Ontario, Canada
$16K +$5.7K +83 +58%
PB
319
Pinnacle Bancorp
Nebraska
$16K +$15.5K +226 New
PHK
320
Point72 Hong Kong
Hong Kong
$14K -$34.4K -500 -71%
GEA
321
Glen Eagle Advisors
New Jersey
$13.8K
GAM
322
Gemmer Asset Management
California
$12K
WIM
323
Westside Investment Management
California
$10.4K
WTC
324
WhitTier Trust Company
Nevada
$10K
ACS
325
Archford Capital Strategies
Illinois
$9K

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.