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315 hedge funds and large institutions have $4.93B invested in Oshkosh in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 130 increasing their positions, 110 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 110

1% more capital invested

Capital invested by funds: $4.89B → $4.93B (+$35.2M)

0.17% more ownership

Funds ownership: 95.5%95.66% (+0.17%)

7% less funds holding

Funds holding: 339315 (-24)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

47% less call options, than puts

Call options by funds: $7.53M | Put options by funds: $14.2M

Holders
315
Holders Change
-24
Holders Change %
-7.08%
% of All Funds
7.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
130
Reduced
110
Closed
45
Calls
$7.53M
Puts
$14.2M
Net Calls
-$6.67M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$45.9M +$7.19M +106,717 +19%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$41M +$1.49M +22,180 +4%
Principal Financial Group
28
Principal Financial Group
Iowa
$40.9M +$19.4M +287,560 +94%
SFM
29
Systematic Financial Management
New Jersey
$40.3M +$11.7M +173,027 +42%
Canada Pension Plan Investment Board
30
Canada Pension Plan Investment Board
Ontario, Canada
$36M +$7.95M +118,000 +29%
BA
31
Boston Advisors
Massachusetts
$31.7M +$70.1K +1,040 +0.2%
Bank of America
32
Bank of America
North Carolina
$31.5M +$1.88M +27,883 +6%
Morgan Stanley
33
Morgan Stanley
New York
$29.4M -$9.51M -141,228 -25%
RMDI
34
R.M. Davis Inc
Maine
$29.1M +$3.58M +53,198 +14%
CCMH
35
Cornerstone Capital Management Holdings
New York
$26.8M -$3.12M -46,323 -11%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$26.3M -$101K -1,505 -0.4%
PPA
37
Parametric Portfolio Associates
Washington
$24.9M -$1.07M -15,854 -4%
SCM
38
Sterling Capital Management
North Carolina
$24.3M
NFA
39
Nationwide Fund Advisors
Ohio
$23.8M -$112K -1,669 -0.5%
Invesco
40
Invesco
Georgia
$23.7M +$1.13M +16,765 +5%
TAM
41
Todd Asset Management
Kentucky
$22M +$1.12M +16,611 +5%
Macquarie Group
42
Macquarie Group
Australia
$21.6M +$19.2M +284,631 +1,000%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$19.3M -$1.48M -22,030 -7%
TCIM
44
TIAA CREF Investment Management
New York
$18.3M +$1.05M +15,599 +6%
TA
45
Teachers Advisors
New York
$17.8M +$1.81M +26,854 +12%
First Trust Advisors
46
First Trust Advisors
Illinois
$17.8M -$1.05M -15,641 -6%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$17.4M +$17M +252,856 New
UOC
48
UBS O'Connor
Illinois
$16.5M +$16.2M +240,000 New
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$16.1M -$590K -8,761 -4%
JIM
50
Jupiter Investment Management
United Kingdom
$15.4M +$13.2M +196,561 +727%

OSK Hedge Fund Activity: Q2 2017 in Review

315 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2017, worth a combined $4.93B — up 0.72% from $4.89B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of OSK and 25 opened new positions — a net loss of 20 holders — while 110 trimmed existing stakes and 130 added.

The largest buyer was JP Morgan Chase, adding an estimated $71.7M. The largest seller was Capital World Investors, cutting an estimated $31.3M.

  • 315 institutional investors held Oshkosh (OSK) as of Q2 2017, down from 339 in Q1 2017.
  • Funds reported $4.93B of Oshkosh stock for Q2 2017, up 0.72% quarter-over-quarter.
  • 25 funds opened new Oshkosh positions in Q2 2017 and 45 closed out, a net change of -20 holders.
  • The largest Oshkosh buyer in Q2 2017 was JP Morgan Chase, an estimated $71.7M added.
  • The largest Oshkosh seller in Q2 2017 was Capital World Investors, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2017.