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Oshkosh
OSK

245 hedge funds and large institutions have $3.54B invested in Oshkosh in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $3.28B → $3.54B (+$259M)

5.76% more ownership

Funds ownership: 87.61% → 93.37% (+5.8%)

3% less funds holding

Funds holding: 252 → 245 (-7)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

43% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 113

46% less call options, than puts

Call options by funds: $4.24M | Put options by funds: $7.84M

Holders
245
Holders Change
-7
Holders Change %
-2.78%
% of All Funds
6.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
64
Reduced
113
Closed
40
Calls
$4.24M
Puts
$7.84M
Net Calls
-$3.59M
Net Calls Change
+$947K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$73.5M
2
American Century Companies
American Century Companies
Missouri
+$58.8M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$23.7M
4
RIM
Rainier Investment Management
Washington
+$22.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$21.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$38.9M
2
SG
Swarthmore Group
Pennsylvania
-$31.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$28.2M
4
Prudential Financial
Prudential Financial
New Jersey
-$25.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$39.6M -$25.1M -552,400 -40%
Norges Bank
27
Norges Bank
Norway
$36.9M – – –
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$35.7M +$15M +329,703 +81%
O
29
OppenheimerFunds
New York
$35.4M +$706K +15,540 +2%
CPM
30
Chesapeake Partners Management
Maryland
$30M +$3.11M +68,471 +12%
Citadel Advisors
31
Citadel Advisors
Florida
$26.9M +$4.41M +97,162 +21%
AllianceBernstein
32
AllianceBernstein
Tennessee
$26.6M +$21.5M +473,604 +655%
TCIM
33
TIAA CREF Investment Management
New York
$25.7M -$2.15M -47,371 -8%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$25.4M +$23.7M +521,554 New
RIM
35
Rainier Investment Management
Washington
$24.4M +$22.8M +500,800 New
Ameriprise
36
Ameriprise
Minnesota
$21.2M -$2.82M -62,020 -12%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$20.8M -$466K -10,254 -2%
JP Morgan Chase
38
JP Morgan Chase
New York
$18.9M -$5.83M -128,305 -25%
TAM
39
Todd Asset Management
Kentucky
$18.6M -$70.9K -1,560 -0.4%
Comerica Bank
40
Comerica Bank
Texas
$18.2M +$8.26M +181,866 +94%
SM
41
Stratton Management
Pennsylvania
$18.1M -$1.74M -38,250 -9%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$16.5M -$768K -16,900 -5%
Canada Pension Plan Investment Board
43
Canada Pension Plan Investment Board
Ontario, Canada
$15.5M +$2.85M +62,700 +25%
PI
44
Putnam Investments
Massachusetts
$13.9M +$7.52M +165,492 +138%
First Trust Advisors
45
First Trust Advisors
Illinois
$13.4M -$4.95M -109,009 -28%
PPA
46
Parametric Portfolio Associates
Washington
$13.3M -$575K -12,662 -4%
Invesco
47
Invesco
Georgia
$12.1M -$3.26M -71,706 -22%
TRSOTSOK
48
Teachers Retirement System of the State of Kentucky
Kentucky
$12.1M -$123K -2,700 -1%
AQR Capital Management
49
AQR Capital Management
Connecticut
$11.4M -$4.8M -105,752 -31%
GWM
50
Greenwich Wealth Management
Connecticut
$11.4M – – –
1
2
3 4 5

OSK Hedge Fund Activity: Q4 2014 in Review

245 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2014, worth a combined $3.54B — up 7.9% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of OSK and 36 opened new positions — a net loss of 4 holders — while 113 trimmed existing stakes and 64 added.

The largest buyer was Brandywine Global Investment Management, adding an estimated $73.5M. The largest seller was Principal Financial Group, cutting an estimated $38.9M.

  • 245 institutional investors held Oshkosh (OSK) as of Q4 2014, down from 252 in Q3 2014.
  • Funds reported $3.54B of Oshkosh stock for Q4 2014, up 7.9% quarter-over-quarter.
  • 36 funds opened new Oshkosh positions in Q4 2014 and 40 closed out, a net change of -4 holders.
  • The largest Oshkosh buyer in Q4 2014 was Brandywine Global Investment Management, an estimated $73.5M added.
  • The largest Oshkosh seller in Q4 2014 was Principal Financial Group, an estimated $38.9M sold.

Based on aggregated 13F filings for Q4 2014.