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339 hedge funds and large institutions have $4.89B invested in Oshkosh in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 117 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $4.52M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

6% more capital invested

Capital invested by funds: $4.6B → $4.89B (+$295M)

9% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 117

1% more funds holding

Funds holding: 336339 (+3)

0.2% more ownership

Funds ownership: 95.3%95.5% (+0.2%)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
339
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
8.44%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
59
Increased
127
Reduced
117
Closed
46
Calls
$10.9M
Puts
$4.52M
Net Calls
+$6.41M
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
51
TIAA CREF Investment Management
New York
$17.1M +$4.41M +64,219 +35%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$16.7M +$1.62M +23,611 +11%
FPA
53
First Pacific Advisors
California
$16.6M -$50.2K -730 -0.3%
NAM
54
NorthCoast Asset Management
Connecticut
$16.5M +$16.5M +240,665 New
TA
55
Teachers Advisors
New York
$15.9M +$6.77M +98,534 +74%
CAM
56
ClariVest Asset Management
California
$15.8M -$569K -8,275 -3%
TRSOTSOK
57
Teachers Retirement System of the State of Kentucky
Kentucky
$14.7M -$658K -9,580 -4%
SAM
58
Silvercrest Asset Management
New York
$14.5M +$2.37M +34,481 +19%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$14.1M -$1.26M -18,400 -8%
GC
60
Guggenheim Capital
Illinois
$14M -$64.3K -936 -0.5%
N
61
Nuveen
North Carolina
$13.2M +$9.22M +134,142 +230%
MPI
62
Mairs & Power Inc
Minnesota
$12.9M +$27.5K +400 +0.2%
Wells Fargo
63
Wells Fargo
California
$12.9M -$1.5M -21,880 -10%
FA
64
Friess Associates
Delaware
$12.7M +$12.7M +185,000 New
Daiwa Securities Group
65
Daiwa Securities Group
Japan
$12M +$12M +174,000 +19,333%
RIM
66
Rainier Investment Management
Washington
$11.7M +$92.1K +1,340 +0.8%
Citadel Advisors
67
Citadel Advisors
Florida
$11.7M -$14.5M -211,651 -55%
Renaissance Technologies
68
Renaissance Technologies
New York
$11.2M -$64.7M -941,000 -85%
AIG
69
American International Group
New York
$11.2M +$1.38M +20,111 +14%
Lord, Abbett & Co
70
Lord, Abbett & Co
New Jersey
$11.1M +$384K +5,585 +4%
NI
71
Numeric Investors
Massachusetts
$11M +$763K +11,100 +7%
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$10.9M -$1.44M -21,018 -12%
B
73
Barings
North Carolina
$10.8M +$5.42M +78,800 +100%
BNP Paribas Asset Management
74
BNP Paribas Asset Management
France
$10.6M +$557K +8,111 +6%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$10.4M -$502K -7,300 -5%

OSK Hedge Fund Activity: Q1 2017 in Review

339 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2017, worth a combined $4.89B — up 6.4% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OSK positions and 46 closed out — a net gain of 13 holders — while 127 added to existing stakes and 117 trimmed.

The largest buyer was BlackRock, adding an estimated $434M. The largest seller was Fidelity Investments, cutting an estimated $99.2M.

  • 339 institutional investors held Oshkosh (OSK) as of Q1 2017, up from 336 in Q4 2016.
  • Funds reported $4.89B of Oshkosh stock for Q1 2017, up 6.4% quarter-over-quarter.
  • 59 funds opened new Oshkosh positions in Q1 2017 and 46 closed out, a net change of +13 holders.
  • The largest Oshkosh buyer in Q1 2017 was BlackRock, an estimated $434M added.
  • The largest Oshkosh seller in Q1 2017 was Fidelity Investments, an estimated $99.2M sold.

Based on aggregated 13F filings for Q1 2017.