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265 hedge funds and large institutions have $3.39B invested in Oshkosh in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

346% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $7.75M | Put options by funds: $5.03M

19% more funds holding

Funds holding: 222265 (+43)

10% more capital invested

Capital invested by funds: $3.09B → $3.39B (+$297M)

8% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 86

7.35% less ownership

Funds ownership: 104.07%96.72% (-7.4%)

Holders
265
Holders Change
+43
Holders Change %
+19.37%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
93
Reduced
86
Closed
13
Calls
$7.75M
Puts
$5.03M
Net Calls
+$2.72M
Net Calls Change
+$988K
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$29M -$19.3M -435,716 -42%
Millennium Management
27
Millennium Management
New York
$28.8M +$13.6M +306,775 +104%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$22.4M +$272K +6,129 +1%
Prudential Financial
29
Prudential Financial
New Jersey
$21.1M +$3.61M +81,439 +23%
EA
30
Emerald Acquisition
Washington
$19.3M +$17.9M +404,535 New
FPA
31
First Pacific Advisors
California
$19.3M -$2.75M -62,060 -13%
TAM
32
Todd Asset Management
Kentucky
$17.8M +$1.13M +25,462 +7%
SCM
33
Sterling Capital Management
North Carolina
$16.3M
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$16.2M -$643K -14,489 -4%
LCP
35
Lombardia Capital Partners
California
$16.1M -$5.61M -126,358 -27%
IAM
36
Impax Asset Management
New Hampshire
$15.8M -$712K -16,056 -5%
AQR Capital Management
37
AQR Capital Management
Connecticut
$14.5M +$2.57M +57,909 +24%
PPA
38
Parametric Portfolio Associates
Washington
$14.3M +$375K +8,444 +3%
Charles Schwab
39
Charles Schwab
California
$13.9M +$1.04M +23,539 +9%
Principal Financial Group
40
Principal Financial Group
Iowa
$13.2M +$1.44M +32,460 +13%
GC
41
Guggenheim Capital
Illinois
$13M -$4.05M -91,210 -25%
HA
42
Heartland Advisors
Wisconsin
$11.7M -$137K -3,089 -1%
TRSOTSOK
43
Teachers Retirement System of the State of Kentucky
Kentucky
$11.6M +$377K +8,500 +4%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$10.8M -$226K -5,100 -2%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$10.6M +$9.86M +222,220 New
BIM
46
BlackRock Investment Management
Delaware
$10.3M +$237K +5,335 +3%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$10.2M -$3.33M -74,976 -26%
Morgan Stanley
48
Morgan Stanley
New York
$9.78M +$4.19M +94,414 +85%
OCM
49
Olstein Capital Management
New York
$9.7M -$5.16M -116,215 -36%
Goldman Sachs
50
Goldman Sachs
New York
$9.37M -$264K -5,950 -3%

OSK Hedge Fund Activity: Q2 2016 in Review

265 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2016, worth a combined $3.39B — up 9.6% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new OSK positions and 13 closed out — a net gain of 45 holders — while 93 added to existing stakes and 86 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $15.6M. The largest seller was Capital World Investors, cutting an estimated $145M.

  • 265 institutional investors held Oshkosh (OSK) as of Q2 2016, up from 222 in Q1 2016.
  • Funds reported $3.39B of Oshkosh stock for Q2 2016, up 9.6% quarter-over-quarter.
  • 58 funds opened new Oshkosh positions in Q2 2016 and 13 closed out, a net change of +45 holders.
  • The largest Oshkosh buyer in Q2 2016 was Thrivent Financial for Lutherans, an estimated $15.6M added.
  • The largest Oshkosh seller in Q2 2016 was Capital World Investors, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2016.