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261 hedge funds and large institutions have $3.89B invested in Oshkosh in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $5.78M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

33% more capital invested

Capital invested by funds: $2.93B → $3.89B (+$957M)

19% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 83

8% more funds holding

Funds holding: 241261 (+20)

2.46% more ownership

Funds ownership: 89.02%91.48% (+2.5%)

Holders
261
Holders Change
+20
Holders Change %
+8.3%
% of All Funds
8.46%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
46
Increased
99
Reduced
83
Closed
24
Calls
$11.5M
Puts
$5.78M
Net Calls
+$5.76M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$36.1M
Ameriprise
27
Ameriprise
Minnesota
$35.9M +$117K +2,631 +0.4%
BA
28
BlackRock Advisors
Delaware
$33.4M -$586K -13,158 -2%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$30M +$26.6M +597,118 +4,141%
Wells Fargo
30
Wells Fargo
California
$28.6M +$19.6M +440,819 +308%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$26.9M -$2.2M -49,400 -8%
CPM
32
Chesapeake Partners Management
Maryland
$26.1M
Morgan Stanley
33
Morgan Stanley
New York
$25.9M +$17.6M +394,917 +297%
CEP
34
Chicago Equity Partners
Illinois
$25M -$1.52M -34,090 -6%
Deutsche Bank
35
Deutsche Bank
Germany
$23.4M +$3.51M +78,907 +20%
Invesco
36
Invesco
Georgia
$23M +$2.63M +59,065 +14%
AQR Capital Management
37
AQR Capital Management
Connecticut
$22.4M +$1.53M +34,359 +8%
PAM
38
Panagora Asset Management
Massachusetts
$20.7M -$679K -15,250 -3%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$18M +$1.1M +24,775 +7%
SM
40
Stratton Management
Pennsylvania
$17.8M +$77.9K +1,750 +0.5%
Renaissance Technologies
41
Renaissance Technologies
New York
$17.8M +$16.1M +362,600 New
CCMH
42
Cornerstone Capital Management Holdings
New York
$17.3M +$11.1M +248,826 +241%
FQ
43
First Quadrant
California
$17.1M +$5.51M +123,896 +55%
QBFM
44
QS Batterymarch Financial Management
New York
$15.1M +$523K +11,760 +4%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$14.8M +$3.67M +82,469 +37%
PPA
46
Parametric Portfolio Associates
Washington
$14.1M +$226K +5,090 +2%
NI
47
Numeric Investors
Massachusetts
$13.2M +$9.42M +211,800 +362%
RFC
48
Russell Frank Company
Washington
$13M +$3.67M +82,494 +45%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$12.9M +$389K +8,753 +3%
BIM
50
BlackRock Investment Management
Delaware
$12.9M +$826K +18,564 +8%

OSK Hedge Fund Activity: Q3 2013 in Review

261 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2013, worth a combined $3.89B — up 33% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OSK positions and 24 closed out — a net gain of 22 holders — while 99 added to existing stakes and 83 trimmed.

The largest buyer was Capital World Investors, adding an estimated $89M. The largest seller was Franklin Resources, exiting entirely with an estimated $134M sold.

  • 261 institutional investors held Oshkosh (OSK) as of Q3 2013, up from 241 in Q2 2013.
  • Funds reported $3.89B of Oshkosh stock for Q3 2013, up 33% quarter-over-quarter.
  • 46 funds opened new Oshkosh positions in Q3 2013 and 24 closed out, a net change of +22 holders.
  • The largest Oshkosh buyer in Q3 2013 was Capital World Investors, an estimated $89M added.
  • The largest Oshkosh seller in Q3 2013 was Franklin Resources, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2013.