Oshkosh
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.
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: 336 → 339 (+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: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$434M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$71.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$66.9M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$40.4M |
| 5 |
Bank of New York Mellon
New York
|
+$28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$99.2M |
| 2 |
Renaissance Technologies
New York
|
-$64.7M |
| 3 |
Millennium Management
New York
|
-$51.2M |
| 4 |
Two Sigma Investments
New York
|
-$45.6M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$42.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Simplex Trading
Chicago,
Illinois
| – | -$116K | -1,691 | Closed |
|
|
AA
377
Ancora Advisors
Cleveland,
Ohio
| – | -$65K | -1,000 | Closed |
|
|
EF
378
Empirical Finance
Havertown,
Pennsylvania
| – | -$13K | -201 | Closed |
|
|
DADC
379
D.A. Davidson & Co
Great Falls,
Montana
| – | -$9K | -142 | Closed |
|
|
FHA
380
First Horizon Advisors
Memphis,
Tennessee
| – | -$5K | -105 | Closed |
|
|
IP
381
Isthmus Partners
Madison,
Wisconsin
| – | -$6K | -99 | Closed |
|
382
EARNEST Partners
Atlanta,
Georgia
| – | -$2K | -32 | Closed |
|
|
VIA
383
Vantage Investment Advisors
State College,
Pennsylvania
| – | -$2K | -27 | Closed |
|
|
WTB
384
Washington Trust Bank
Spokane,
Washington
| – | -$1K | -16 | 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.