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Oshkosh
OSK

340 hedge funds and large institutions have $5.87B invested in Oshkosh in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 136 increasing their positions, 110 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

34% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $7.78M

24% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 110

19% more capital invested

Capital invested by funds: $4.93B → $5.87B (+$945M)

8% more funds holding

Funds holding: 315 → 340 (+25)

0.62% less ownership

Funds ownership: 95.66% → 95.04% (-0.62%)

Holders
340
Holders Change
+25
Holders Change %
+7.94%
% of All Funds
8.48%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
49
Increased
136
Reduced
110
Closed
20
Calls
$10.4M
Puts
$7.78M
Net Calls
+$2.61M
Net Calls Change
+$9.28M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$39.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$31.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.7M
4
Deutsche Bank
Deutsche Bank
Germany
+$16.9M
5
Principal Financial Group
Principal Financial Group
Iowa
+$13.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$56.5M
2
Harris Associates
Harris Associates
Illinois
-$39.9M
3
Capital World Investors
Capital World Investors
California
-$28.6M
4
SFM
Systematic Financial Management
New Jersey
-$22.4M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$17.9M +$12.9M +175,356 +419%
SAM
52
Silvercrest Asset Management
New York
$17.7M +$111K +1,513 +0.7%
TRSOTSOK
53
Teachers Retirement System of the State of Kentucky
Kentucky
$17.6M – – –
BNP Paribas Asset Management
54
BNP Paribas Asset Management
France
$17.2M +$2.35M +32,025 +18%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$16.5M +$229K +3,123 +2%
FA
56
Friess Associates
Delaware
$15.9M – – –
Daiwa Securities Group
57
Daiwa Securities Group
Japan
$15.8M +$734K +10,000 +6%
MPI
58
Mairs & Power Inc
Minnesota
$15.6M – – –
PI
59
Putnam Investments
Massachusetts
$15.2M +$1.75M +23,847 +15%
AIM
60
Assured Investment Management
New York
$14.5M +$6.39M +86,968 +99%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$13.8M -$4.94M -67,290 -29%
AIG
62
American International Group
New York
$13.8M -$14.5K -197 -0.1%
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.7M +$3M +40,787 +33%
First Trust Advisors
64
First Trust Advisors
Illinois
$13.3M -$7.13M -97,073 -38%
AP
65
AHL Partners
United Kingdom
$13.1M +$6.53M +88,853 +128%
CEP
66
Chicago Equity Partners
Illinois
$12.8M +$995K +13,550 +10%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$12.8M +$932K +12,685 +9%
Retirement Systems of Alabama
68
Retirement Systems of Alabama
Alabama
$12.7M +$9.47K +129 +0.1%
RI
69
Redwood Investments
Massachusetts
$12.5M +$2.15M +29,276 +24%
BIM
70
Bogle Investment Management
Massachusetts
$12.5M +$11.1M +151,799 New
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$11.9M -$44.1K -600 -0.4%
1C
72
1060 Capital
Colorado
$11.8M +$10.5M +143,511 New
GC
73
Guggenheim Capital
Illinois
$11.5M +$14.5K +198 +0.1%
NI
74
Numeric Investors
Massachusetts
$11.2M +$602K +8,200 +6%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$10.6M -$674K -9,179 -7%
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OSK Hedge Fund Activity: Q3 2017 in Review

340 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2017, worth a combined $5.87B — up 19% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new OSK positions and 20 closed out — a net gain of 29 holders — while 136 added to existing stakes and 110 trimmed.

The largest buyer was Millennium Management, adding an estimated $39.4M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $56.5M.

  • 340 institutional investors held Oshkosh (OSK) as of Q3 2017, up from 315 in Q2 2017.
  • Funds reported $5.87B of Oshkosh stock for Q3 2017, up 19% quarter-over-quarter.
  • 49 funds opened new Oshkosh positions in Q3 2017 and 20 closed out, a net change of +29 holders.
  • The largest Oshkosh buyer in Q3 2017 was Millennium Management, an estimated $39.4M added.
  • The largest Oshkosh seller in Q3 2017 was Barrow, Hanley, Mewhinney & Strauss, an estimated $56.5M sold.

Based on aggregated 13F filings for Q3 2017.