Oshkosh
229 hedge funds and large institutions have $3B invested in Oshkosh in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 88 reducing their positions, and 35 closing their positions.
120% more call options, than puts
Call options by funds: $5.88M | Put options by funds: $2.67M
7% more capital invested
Capital invested by funds: $2.81B → $3B (+$193M)
4.06% more ownership
Funds ownership: 98.95% → 103.01% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 239 → 229 (-10)
13% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 88
20% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$40.9M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$28.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$20.2M |
| 4 |
NAP
New Amsterdam Partners
New York
|
+$17.6M |
| 5 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$54.1M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$35.9M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
-$18.9M |
| 4 |
LHC
Lodge Hill Capital
New York
|
-$18.7M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$14.3M |
OSK Hedge Fund Activity: Q4 2015 in Review
229 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2015, worth a combined $3B — up 6.9% from $2.81B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of OSK and 28 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 77 added.
The largest buyer was Harris Associates, adding an estimated $40.9M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $54.1M sold.
- 229 institutional investors held Oshkosh (OSK) as of Q4 2015, down from 239 in Q3 2015.
- Funds reported $3B of Oshkosh stock for Q4 2015, up 6.9% quarter-over-quarter.
- 28 funds opened new Oshkosh positions in Q4 2015 and 35 closed out, a net change of -7 holders.
- The largest Oshkosh buyer in Q4 2015 was Harris Associates, an estimated $40.9M added.
- The largest Oshkosh seller in Q4 2015 was Balyasny Asset Management, an estimated $54.1M sold.
Based on aggregated 13F filings for Q4 2015.