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265 hedge funds and large institutions have $3.39B invested in Oshkosh in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

346% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $7.75M | Put options by funds: $5.03M

19% more funds holding

Funds holding: 222265 (+43)

10% more capital invested

Capital invested by funds: $3.09B → $3.39B (+$297M)

8% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 86

7.35% less ownership

Funds ownership: 104.07%96.72% (-7.4%)

Holders
265
Holders Change
+43
Holders Change %
+19.37%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
93
Reduced
86
Closed
13
Calls
$7.75M
Puts
$5.03M
Net Calls
+$2.72M
Net Calls Change
+$988K
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
51
Nationwide Fund Advisors
Ohio
$9.22M -$902K -20,319 -10%
MPI
52
Mairs & Power Inc
Minnesota
$8.98M -$240K -5,400 -3%
Invesco
53
Invesco
Georgia
$8.91M -$306K -6,890 -4%
Bank of America
54
Bank of America
North Carolina
$8.72M +$1.12M +25,148 +16%
Balyasny Asset Management
55
Balyasny Asset Management
Illinois
$8.36M +$7.77M +175,150 New
TCIM
56
TIAA CREF Investment Management
New York
$8.04M +$1.29M +29,114 +21%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$7.68M +$177K +4,000 +3%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$7.56M -$57.9K -1,305 -0.8%
SBH
59
Segall Bryant & Hamill
Illinois
$7.34M -$4.92M -110,943 -42%
PCM
60
Penn Capital Management
Pennsylvania
$7.33M -$2.76M -62,307 -30%
Citadel Advisors
61
Citadel Advisors
Florida
$7.28M +$6.77M +152,635 New
AIG
62
American International Group
New York
$6.78M -$3.73K -84 -0.1%
First Trust Advisors
63
First Trust Advisors
Illinois
$6.73M +$1.33M +29,995 +27%
Deutsche Bank
64
Deutsche Bank
Germany
$6.17M -$12.5M -280,895 -68%
Comerica Bank
65
Comerica Bank
Texas
$5.94M +$64.2K +1,446 +1%
Swiss National Bank
66
Swiss National Bank
Switzerland
$5.85M -$97.6K -2,200 -2%
BA
67
Boston Advisors
Massachusetts
$5.8M +$5.39M +121,510 New
Nisa Investment Advisors
68
Nisa Investment Advisors
Missouri
$5.74M +$13.3K +300 +0.3%
SDIC
69
South Dakota Investment Council
South Dakota
$5.69M -$679K -15,300 -11%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$5.69M -$61.9K -1,396 -1%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$5.5M -$916K -20,648 -15%
SFM
72
Systematic Financial Management
New Jersey
$5.45M -$193K -4,355 -4%
Canada Pension Plan Investment Board
73
Canada Pension Plan Investment Board
Ontario, Canada
$5.28M -$692K -15,600 -12%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$5.05M +$593K +13,372 +14%
USAA
75
United Services Automobile Association
Texas
$4.82M

OSK Hedge Fund Activity: Q2 2016 in Review

265 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2016, worth a combined $3.39B — up 9.6% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new OSK positions and 13 closed out — a net gain of 45 holders — while 93 added to existing stakes and 86 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $15.6M. The largest seller was Capital World Investors, cutting an estimated $145M.

  • 265 institutional investors held Oshkosh (OSK) as of Q2 2016, up from 222 in Q1 2016.
  • Funds reported $3.39B of Oshkosh stock for Q2 2016, up 9.6% quarter-over-quarter.
  • 58 funds opened new Oshkosh positions in Q2 2016 and 13 closed out, a net change of +45 holders.
  • The largest Oshkosh buyer in Q2 2016 was Thrivent Financial for Lutherans, an estimated $15.6M added.
  • The largest Oshkosh seller in Q2 2016 was Capital World Investors, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2016.