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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
BTIS
301
BB&T Investment Services
North Carolina
$10K +$4.45K +66 +85%
MLFP
302
MPS Loria Financial Planners
Illinois
$8K +$7.07K +105 New
AAP
303
Arax Advisory Partners
Colorado
$7K
SPIA
304
Steward Partners Investment Advisory
New York
$3K -$5.79K -86 -63%
First Manhattan
305
First Manhattan
New York
$3K
HNB
306
Huntington National Bank
Ohio
$3K
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$3K
WAS
308
Winch Advisory Services
Wisconsin
$3K +$2.49K +37 New
CBT
309
Capital Bank & Trust
California
$3K +$3.37K +50 New
PSUF
310
People's United Financial
Connecticut
$2K
TCCM
311
Timber Creek Capital Management
Massachusetts
$2K
PCP
312
Proficio Capital Partners
Massachusetts
$1K -$4.71K -70 -84%
WA
313
WFG Advisors
Texas
$1K
IWM
314
IHT Wealth Management
Illinois
$2 +$202 +3 +0.3%
Arrowstreet Capital
315
Arrowstreet Capital
Massachusetts
-$22.2M -324,373 Closed
Renaissance Technologies
316
Renaissance Technologies
New York
-$11.2M -163,800 Closed
Lord, Abbett & Co
317
Lord, Abbett & Co
New Jersey
-$11.1M -161,443 Closed
CWM
318
CIBC World Markets
New York
-$10.1M -147,000 Closed
CM
319
Castleark Management
Illinois
-$7.55M -110,150 Closed
CANY
320
Caxton Associates (New York)
New York
-$7.54M -110,000 Closed
SCA
321
Secor Capital Advisors
New York
-$4.82M -70,322 Closed
IAM
322
Impax Asset Management
New Hampshire
-$4.68M -68,237 Closed
EI
323
EAM Investors
California
-$2.91M -42,368 Closed
MWNA
324
Marshall Wace North America
New York
-$2.71M -39,269 Closed
Two Sigma Investments
325
Two Sigma Investments
New York
-$1.96M -28,634 Closed

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.