Oshkosh
340 hedge funds and large institutions have $5.87B invested in Oshkosh in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 136 increasing their positions, 110 reducing their positions, and 20 closing their positions.
145% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 20
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
34% more call options, than puts
Call options by funds: $10.4M | Put options by funds: $7.78M
24% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 110
19% more capital invested
Capital invested by funds: $4.93B → $5.87B (+$945M)
8% more funds holding
Funds holding: 315 → 340 (+25)
0.62% less ownership
Funds ownership: 95.66% → 95.04% (-0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$39.4M |
| 2 |
JP Morgan Chase
New York
|
+$31.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.7M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$16.9M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$56.5M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$39.9M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$28.6M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$22.4M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$21.7M |
OSK Hedge Fund Activity: Q3 2017 in Review
340 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2017, worth a combined $5.87B — up 19% from $4.93B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new OSK positions and 20 closed out — a net gain of 29 holders — while 136 added to existing stakes and 110 trimmed.
The largest buyer was Millennium Management, adding an estimated $39.4M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $56.5M.
- 340 institutional investors held Oshkosh (OSK) as of Q3 2017, up from 315 in Q2 2017.
- Funds reported $5.87B of Oshkosh stock for Q3 2017, up 19% quarter-over-quarter.
- 49 funds opened new Oshkosh positions in Q3 2017 and 20 closed out, a net change of +29 holders.
- The largest Oshkosh buyer in Q3 2017 was Millennium Management, an estimated $39.4M added.
- The largest Oshkosh seller in Q3 2017 was Barrow, Hanley, Mewhinney & Strauss, an estimated $56.5M sold.
Based on aggregated 13F filings for Q3 2017.