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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
SPIA
326
Steward Partners Investment Advisory
New York
$9K +$9.35K +136 New
NYLT
327
New York Life Trust
New York
$7K -$88.6K -1,289 -92%
PWM
328
Perigon Wealth Management
California
$7K +$7.15K +104 New
AAP
329
Arax Advisory Partners
Colorado
$7K +$7.22K +105 New
BTIS
330
BB&T Investment Services
North Carolina
$5K +$5.36K +78 New
PCP
331
Proficio Capital Partners
Massachusetts
$5K +$5.7K +83 New
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$3K -$16.3K -237 -85%
First Manhattan
333
First Manhattan
New York
$3K
HNB
334
Huntington National Bank
Ohio
$3K
PSUF
335
People's United Financial
Connecticut
$2K
TCCM
336
Timber Creek Capital Management
Massachusetts
$2K +$2.4K +35 New
WA
337
WFG Advisors
Texas
$1K
Walleye Trading
338
Walleye Trading
New York
$18 +$18.5K +269 New
Voloridge Investment Management
339
Voloridge Investment Management
Florida
-$8.59M -132,941 Closed
QIM
340
Quantitative Investment Management
Virginia
-$5.8M -89,800 Closed
ARTA
341
A.R.T. Advisors
New York
-$5.11M -79,100 Closed
DCM
342
Dynamic Capital Management
Jersey
-$4.05M -62,653 Closed
AIM
343
Atlantic Investment Management
New York
-$3.88M -60,000 Closed
HCM
344
Highbridge Capital Management
New York
-$3.64M -56,323 Closed
WRF
345
Waddell & Reed Financial
Kansas
-$3.08M -47,700 Closed
AL
346
Airain Ltd
Guernsey
-$2.78M -43,055 Closed
SCM
347
Sandler Capital Management
New York
-$1.98M -30,580 Closed
Verition Fund Management
348
Verition Fund Management
Connecticut
-$1.87M -28,894 Closed
BIM
349
Bogle Investment Management
Massachusetts
-$1.73M -26,807 Closed
AIM
350
Alambic Investment Management
California
-$1.57M -24,350 Closed

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.