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284 hedge funds and large institutions have $3.92B invested in Oshkosh in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

16% more capital invested

Capital invested by funds: $3.39B → $3.92B (+$532M)

15% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 91

7% more funds holding

Funds holding: 265284 (+19)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.15% less ownership

Funds ownership: 96.72%95.56% (-1.2%)

30% less call options, than puts

Call options by funds: $9.96M | Put options by funds: $14.2M

Holders
284
Holders Change
+19
Holders Change %
+7.17%
% of All Funds
7.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
105
Reduced
91
Closed
31
Calls
$9.96M
Puts
$14.2M
Net Calls
-$4.26M
Net Calls Change
-$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$30.1M +$21.5M +408,525 +316%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$27.7M +$1.27M +24,077 +5%
American Century Companies
28
American Century Companies
Missouri
$27.5M -$63.7M -1,209,296 -71%
ABC
29
Anchor Bolt Capital
Illinois
$24.9M +$23.4M +443,840 New
Renaissance Technologies
30
Renaissance Technologies
New York
$22.7M +$21.3M +405,500 New
Prudential Financial
31
Prudential Financial
New Jersey
$21.7M -$2.85M -54,218 -12%
Citadel Advisors
32
Citadel Advisors
Florida
$21.6M +$12.3M +232,753 +152%
PPA
33
Parametric Portfolio Associates
Washington
$21.5M +$4.42M +83,938 +28%
TAM
34
Todd Asset Management
Kentucky
$20.4M -$431K -8,188 -2%
SCM
35
Sterling Capital Management
North Carolina
$19.1M +$37.7K +716 +0.2%
MFIMFI
36
Mesirow Financial Investment Management - Fixed Income
Illinois
$18M +$16.9M +321,230 New
FPA
37
First Pacific Advisors
California
$17.6M -$4.68M -88,820 -22%
TA
38
Teachers Advisors
New York
$17.6M +$11.4M +216,835 +223%
EA
39
Emerald Acquisition
Washington
$17.6M -$4.78M -90,864 -22%
Charles Schwab
40
Charles Schwab
California
$17.5M +$1.08M +20,604 +7%
Principal Financial Group
41
Principal Financial Group
Iowa
$16.2M +$656K +12,470 +5%
GC
42
Guggenheim Capital
Illinois
$14.8M -$356K -6,762 -2%
SAM
43
Scopus Asset Management
New York
$14.6M +$10.2M +194,300 +296%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$14.5M +$4.38M +83,230 +48%
TRSOTSOK
45
Teachers Retirement System of the State of Kentucky
Kentucky
$13.6M
IAM
46
Impax Asset Management
New Hampshire
$13.4M -$4.89M -92,950 -28%
BA
47
Boston Advisors
Massachusetts
$12.7M +$5.55M +105,336 +87%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$12.6M -$73.7K -1,400 -0.6%
CM
49
Castleark Management
Illinois
$12.6M +$11.8M +224,100 New
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$12.5M -$6.12M -116,244 -34%

OSK Hedge Fund Activity: Q3 2016 in Review

284 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2016, worth a combined $3.92B — up 16% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new OSK positions and 31 closed out — a net gain of 22 holders — while 105 added to existing stakes and 91 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $118M. The largest seller was Capital Research Global Investors, cutting an estimated $150M.

  • 284 institutional investors held Oshkosh (OSK) as of Q3 2016, up from 265 in Q2 2016.
  • Funds reported $3.92B of Oshkosh stock for Q3 2016, up 16% quarter-over-quarter.
  • 53 funds opened new Oshkosh positions in Q3 2016 and 31 closed out, a net change of +22 holders.
  • The largest Oshkosh buyer in Q3 2016 was AllianceBernstein, an estimated $118M added.
  • The largest Oshkosh seller in Q3 2016 was Capital Research Global Investors, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2016.