Oshkosh
252 hedge funds and large institutions have $3.28B invested in Oshkosh in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 103 reducing their positions, and 52 closing their positions.
9% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 103
4.92% less ownership
Funds ownership: 92.53% → 87.61% (-4.9%)
12% less funds holding
Funds holding: 287 → 252 (-35)
25% less capital invested
Capital invested by funds: $4.36B → $3.28B (-$1.08B)
51% less call options, than puts
Call options by funds: $4.37M | Put options by funds: $8.91M
62% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$50.5M |
| 2 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$48.5M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$28.1M |
| 4 |
Aristotle Capital Management
Los Angeles,
California
|
+$25.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$23.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$88.9M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$51M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$35.4M |
| 4 |
Bank of New York Mellon
New York
|
-$34.6M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$33.4M |
OSK Hedge Fund Activity: Q3 2014 in Review
252 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2014, worth a combined $3.28B — down 25% from $4.36B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of OSK and 20 opened new positions — a net loss of 32 holders — while 103 trimmed existing stakes and 94 added.
The largest buyer was American Century Companies, adding an estimated $50.5M. The largest seller was AJO LP, exiting entirely with an estimated $88.9M sold.
- 252 institutional investors held Oshkosh (OSK) as of Q3 2014, down from 287 in Q2 2014.
- Funds reported $3.28B of Oshkosh stock for Q3 2014, down 25% quarter-over-quarter.
- 20 funds opened new Oshkosh positions in Q3 2014 and 52 closed out, a net change of -32 holders.
- The largest Oshkosh buyer in Q3 2014 was American Century Companies, an estimated $50.5M added.
- The largest Oshkosh seller in Q3 2014 was AJO LP, an estimated $88.9M sold.
Based on aggregated 13F filings for Q3 2014.