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339 hedge funds and large institutions have $4.89B invested in Oshkosh in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 117 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $4.52M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

6% more capital invested

Capital invested by funds: $4.6B → $4.89B (+$295M)

9% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 117

1% more funds holding

Funds holding: 336339 (+3)

0.2% more ownership

Funds ownership: 95.3%95.5% (+0.2%)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
339
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
8.44%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
59
Increased
127
Reduced
117
Closed
46
Calls
$10.9M
Puts
$4.52M
Net Calls
+$6.41M
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$38.1M +$3.05M +44,440 +9%
Deutsche Bank
27
Deutsche Bank
Germany
$32.1M -$42.2M -614,679 -57%
BA
28
Boston Advisors
Massachusetts
$31.4M +$16.2M +235,400 +106%
CCMH
29
Cornerstone Capital Management Holdings
New York
$29.9M -$2.74M -39,844 -8%
Bank of America
30
Bank of America
North Carolina
$29.4M +$7.12M +103,577 +32%
GAM
31
Gotham Asset Management
New York
$28.6M -$8.63M -125,545 -23%
ABC
32
Anchor Bolt Capital
Illinois
$28.3M +$3.83M +55,712 +16%
SFM
33
Systematic Financial Management
New Jersey
$28.3M +$20.4M +296,941 +257%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$27.7M +$7.04M +102,500 +34%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$26.2M +$16.6M +241,615 +171%
PPA
36
Parametric Portfolio Associates
Washington
$25.9M +$1.08M +15,689 +4%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$25.4M -$5.19M -75,514 -17%
RMDI
38
R.M. Davis Inc
Maine
$25.3M +$2.33M +33,867 +10%
SCM
39
Sterling Capital Management
North Carolina
$24.2M +$741K +10,779 +3%
NFA
40
Nationwide Fund Advisors
Ohio
$23.8M +$14.1M +205,105 +144%
Federated Hermes
41
Federated Hermes
Pennsylvania
$23M -$12.8M -185,710 -36%
Invesco
42
Invesco
Georgia
$22.4M +$1.14M +16,572 +5%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$22.2M +$22.3M +324,373 New
TAM
44
Todd Asset Management
Kentucky
$22M -$1.3M -18,941 -6%
American Century Companies
45
American Century Companies
Missouri
$21.8M -$18.6M -270,168 -46%
Principal Financial Group
46
Principal Financial Group
Iowa
$21M +$672K +9,784 +3%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$20.7M -$1.74M -25,368 -8%
O
48
OppenheimerFunds
New York
$19.5M +$2.85M +41,520 +17%
First Trust Advisors
49
First Trust Advisors
Illinois
$18.8M +$1.34M +19,523 +8%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.5M -$97.9K -1,425 -0.5%

OSK Hedge Fund Activity: Q1 2017 in Review

339 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2017, worth a combined $4.89B — up 6.4% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OSK positions and 46 closed out — a net gain of 13 holders — while 127 added to existing stakes and 117 trimmed.

The largest buyer was BlackRock, adding an estimated $434M. The largest seller was Fidelity Investments, cutting an estimated $99.2M.

  • 339 institutional investors held Oshkosh (OSK) as of Q1 2017, up from 336 in Q4 2016.
  • Funds reported $4.89B of Oshkosh stock for Q1 2017, up 6.4% quarter-over-quarter.
  • 59 funds opened new Oshkosh positions in Q1 2017 and 46 closed out, a net change of +13 holders.
  • The largest Oshkosh buyer in Q1 2017 was BlackRock, an estimated $434M added.
  • The largest Oshkosh seller in Q1 2017 was Fidelity Investments, an estimated $99.2M sold.

Based on aggregated 13F filings for Q1 2017.