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261 hedge funds and large institutions have $3.89B invested in Oshkosh in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $5.78M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

33% more capital invested

Capital invested by funds: $2.93B → $3.89B (+$957M)

19% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 83

8% more funds holding

Funds holding: 241261 (+20)

2.46% more ownership

Funds ownership: 89.02%91.48% (+2.5%)

Holders
261
Holders Change
+20
Holders Change %
+8.3%
% of All Funds
8.46%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
46
Increased
99
Reduced
83
Closed
24
Calls
$11.5M
Puts
$5.78M
Net Calls
+$5.76M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Guggenheim Capital
Illinois
$12.8M +$1.59M +35,788 +16%
DCM
52
Dupont Capital Management
Delaware
$12.7M -$2.44M -54,800 -17%
GWM
53
Greenwich Wealth Management
Connecticut
$11.5M
Allianz Asset Management
54
Allianz Asset Management
Germany
$11M -$1.82M -40,920 -15%
GAM
55
Gotham Asset Management
New York
$10.2M +$6.47M +145,421 +235%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$9.97M
State of Tennessee, Department of Treasury
57
State of Tennessee, Department of Treasury
Tennessee
$9.32M +$8.46M +190,218 New
AIG
58
American International Group
New York
$9.15M -$6.84M -153,780 -45%
Los Angeles Capital Management
59
Los Angeles Capital Management
California
$9.14M +$2.78M +62,516 +50%
Goldman Sachs
60
Goldman Sachs
New York
$8.9M +$3.39M +76,144 +72%
SFM
61
Systematic Financial Management
New Jersey
$8.56M +$43.6K +980 +0.6%
UBS AM
62
UBS AM
Illinois
$8.3M -$252K -5,670 -3%
BG
63
BlackRock Group
United Kingdom
$8.24M +$1.25M +28,142 +20%
Comerica Bank
64
Comerica Bank
Texas
$8.11M +$757K +17,005 +11%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$7.93M +$4.45K +100 +0.1%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$7.75M +$218K +4,889 +3%
N
67
Nuveen
North Carolina
$7.47M +$443K +9,960 +7%
MAA
68
Managed Account Advisors
New Jersey
$7.46M +$2.7M +60,618 +66%
NFA
69
Nationwide Fund Advisors
Ohio
$7.42M +$79.7K +1,791 +1%
USAA
70
United Services Automobile Association
Texas
$7.28M -$80.1K -1,800 -1%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$6.94M -$77.2K -1,735 -1%
BCM
72
Basswood Capital Management
New York
$6.84M -$1.66M -37,239 -21%
ARC
73
Absolute Return Capital
Massachusetts
$6.82M +$2.62M +58,889 +73%
HAI
74
Hennessy Advisors Inc
California
$6.64M +$6.03M +135,500 New
First Trust Advisors
75
First Trust Advisors
Illinois
$6.55M +$4.25M +95,600 +250%

OSK Hedge Fund Activity: Q3 2013 in Review

261 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2013, worth a combined $3.89B — up 33% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OSK positions and 24 closed out — a net gain of 22 holders — while 99 added to existing stakes and 83 trimmed.

The largest buyer was Capital World Investors, adding an estimated $89M. The largest seller was Franklin Resources, exiting entirely with an estimated $134M sold.

  • 261 institutional investors held Oshkosh (OSK) as of Q3 2013, up from 241 in Q2 2013.
  • Funds reported $3.89B of Oshkosh stock for Q3 2013, up 33% quarter-over-quarter.
  • 46 funds opened new Oshkosh positions in Q3 2013 and 24 closed out, a net change of +22 holders.
  • The largest Oshkosh buyer in Q3 2013 was Capital World Investors, an estimated $89M added.
  • The largest Oshkosh seller in Q3 2013 was Franklin Resources, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2013.