Oshkosh
336 hedge funds and large institutions have $4.6B invested in Oshkosh in 2016 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 126 increasing their positions, 98 reducing their positions, and 24 closing their positions.
225% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 24
141% more call options, than puts
Call options by funds: $11.2M | Put options by funds: $4.63M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
29% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 98
18% more funds holding
Funds holding: 284 → 336 (+52)
17% more capital invested
Capital invested by funds: $3.92B → $4.6B (+$678M)
0.27% less ownership
Funds ownership: 95.56% → 95.3% (-0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$66.5M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$60M |
| 3 |
Goldman Sachs
New York
|
+$45.3M |
| 4 |
Renaissance Technologies
New York
|
+$43.3M |
| 5 |
Two Sigma Investments
New York
|
+$42.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$275M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$43.7M |
| 3 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$41.5M |
| 4 |
Harris Associates
Chicago,
Illinois
|
-$40.3M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$33.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ZIM
351
Zacks Investment Management
Chicago,
Illinois
| – | -$738K | -13,182 | Closed |
|
352
Walleye Trading
New York
| – | -$729K | -11,776 | Closed |
|
|
SSA
353
Schonfeld Strategic Advisors
New York
| – | -$566K | -10,107 | Closed |
|
|
AL
354
AJO LP
Philadelphia,
Pennsylvania
| – | -$336K | -6,007 | Closed |
|
|
TG
355
TLP Group
Evanston,
Illinois
| – | -$321K | -5,731 | Closed |
|
|
OC
356
Oarsman Capital
Milwaukee,
Wisconsin
| – | -$244K | -4,350 | Closed |
|
|
BOH
357
Bank of Hawaii
Honolulu,
Hawaii
| – | -$210K | -3,750 | Closed |
|
|
MAM
358
Meeder Asset Management
Dublin,
Ohio
| – | -$89K | -1,597 | Closed |
|
|
WAS
359
Winch Advisory Services
Appleton,
Wisconsin
| – | -$14K | -251 | Closed |
|
|
PVH
360
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$3K | -50 | Closed |
|
OSK Hedge Fund Activity: Q4 2016 in Review
336 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2016, worth a combined $4.6B — up 17% from $3.92B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new OSK positions and 24 closed out — a net gain of 54 holders — while 126 added to existing stakes and 98 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $66.5M. The largest seller was Capital World Investors, cutting an estimated $275M.
- 336 institutional investors held Oshkosh (OSK) as of Q4 2016, up from 284 in Q3 2016.
- Funds reported $4.6B of Oshkosh stock for Q4 2016, up 17% quarter-over-quarter.
- 78 funds opened new Oshkosh positions in Q4 2016 and 24 closed out, a net change of +54 holders.
- The largest Oshkosh buyer in Q4 2016 was JP Morgan Chase, an estimated $66.5M added.
- The largest Oshkosh seller in Q4 2016 was Capital World Investors, an estimated $275M sold.
Based on aggregated 13F filings for Q4 2016.