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284 hedge funds and large institutions have $3.92B invested in Oshkosh in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

16% more capital invested

Capital invested by funds: $3.39B → $3.92B (+$532M)

15% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 91

7% more funds holding

Funds holding: 265284 (+19)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.15% less ownership

Funds ownership: 96.72%95.56% (-1.2%)

30% less call options, than puts

Call options by funds: $9.96M | Put options by funds: $14.2M

Holders
284
Holders Change
+19
Holders Change %
+7.17%
% of All Funds
7.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
105
Reduced
91
Closed
31
Calls
$9.96M
Puts
$14.2M
Net Calls
-$4.26M
Net Calls Change
-$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$12.4M +$2.02M +38,285 +21%
BIM
52
BlackRock Investment Management
Delaware
$12.2M +$107K +2,036 +0.9%
MPI
53
Mairs & Power Inc
Minnesota
$11.9M +$1.27M +24,040 +13%
RMDI
54
R.M. Davis Inc
Maine
$11.8M +$10.4M +196,920 +1,362%
HA
55
Heartland Advisors
Wisconsin
$11.4M -$2.17M -41,263 -17%
Retirement Systems of Alabama
56
Retirement Systems of Alabama
Alabama
$9.99M +$4.41M +83,836 +89%
Invesco
57
Invesco
Georgia
$9.56M -$852K -16,192 -9%
RIM
58
Rainier Investment Management
Washington
$9.35M +$8.79M +166,960 New
Morgan Stanley
59
Morgan Stanley
New York
$8.98M -$2.35M -44,587 -22%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$8.94M +$68.4K +1,300 +0.8%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$8.87M -$137K -2,600 -2%
CCMH
62
Cornerstone Capital Management Holdings
New York
$8.55M +$8.04M +152,792 New
Wellington Management Group
63
Wellington Management Group
Massachusetts
$8.54M +$8.03M +152,472 New
Arrowstreet Capital
64
Arrowstreet Capital
Massachusetts
$8.36M +$7.86M +149,355 New
CAM
65
ClariVest Asset Management
California
$8.28M +$7.78M +147,824 New
NFA
66
Nationwide Fund Advisors
Ohio
$8.17M -$2.49M -47,389 -25%
AIG
67
American International Group
New York
$7.95M -$6.79K -129 -0.1%
Canada Pension Plan Investment Board
68
Canada Pension Plan Investment Board
Ontario, Canada
$7.88M +$1.58M +30,100 +27%
BG
69
BlackRock Group
United Kingdom
$7.85M +$2.96M +56,279 +67%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$7.19M +$482K +9,152 +8%
OCM
71
Olstein Capital Management
New York
$6.94M -$4.18M -79,315 -39%
Nisa Investment Advisors
72
Nisa Investment Advisors
Missouri
$6.74M
Swiss National Bank
73
Swiss National Bank
Switzerland
$6.64M -$211K -4,000 -3%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$6.55M +$85.3K +1,620 +1%
SFM
75
Systematic Financial Management
New Jersey
$6.1M -$278K -5,288 -5%

OSK Hedge Fund Activity: Q3 2016 in Review

284 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2016, worth a combined $3.92B — up 16% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new OSK positions and 31 closed out — a net gain of 22 holders — while 105 added to existing stakes and 91 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $118M. The largest seller was Capital Research Global Investors, cutting an estimated $150M.

  • 284 institutional investors held Oshkosh (OSK) as of Q3 2016, up from 265 in Q2 2016.
  • Funds reported $3.92B of Oshkosh stock for Q3 2016, up 16% quarter-over-quarter.
  • 53 funds opened new Oshkosh positions in Q3 2016 and 31 closed out, a net change of +22 holders.
  • The largest Oshkosh buyer in Q3 2016 was AllianceBernstein, an estimated $118M added.
  • The largest Oshkosh seller in Q3 2016 was Capital Research Global Investors, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2016.