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261 hedge funds and large institutions have $3.89B invested in Oshkosh in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $5.78M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

33% more capital invested

Capital invested by funds: $2.93B → $3.89B (+$957M)

19% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 83

8% more funds holding

Funds holding: 241261 (+20)

2.46% more ownership

Funds ownership: 89.02%91.48% (+2.5%)

Holders
261
Holders Change
+20
Holders Change %
+8.3%
% of All Funds
8.46%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
46
Increased
99
Reduced
83
Closed
24
Calls
$11.5M
Puts
$5.78M
Net Calls
+$5.76M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
76
Putnam Investments
Massachusetts
$6.49M
COPPSERS
77
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.41M -$2.19M -49,274 -27%
Charles Schwab
78
Charles Schwab
California
$6.26M +$382K +8,574 +7%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$5.92M -$353K -7,930 -6%
HCM
80
Highbridge Capital Management
New York
$5.86M -$1.06M -23,808 -17%
MSA
81
Mason Street Advisors
Wisconsin
$5.8M -$7.59M -170,600 -59%
Retirement Systems of Alabama
82
Retirement Systems of Alabama
Alabama
$5.22M +$6.27K +141 +0.1%
Arrowstreet Capital
83
Arrowstreet Capital
Massachusetts
$5.12M +$4.65M +104,494 New
O
84
OppenheimerFunds
New York
$5.11M +$4.64M +104,250 New
BlackRock
85
BlackRock
New York
$4.75M +$251K +5,643 +6%
GT
86
Glenmede Trust
Pennsylvania
$4.71M +$3.68M +82,598 +609%
AllianceBernstein
87
AllianceBernstein
Tennessee
$4.66M +$748K +16,806 +21%
CS
88
Credit Suisse
Switzerland
$4.56M +$976K +21,924 +31%
Citadel Advisors
89
Citadel Advisors
Florida
$4.55M -$1.58M -35,588 -28%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$4.54M +$3.09M +69,398 +299%
TPSF
91
Texas Permanent School Fund
Texas
$4.51M -$292K -6,558 -7%
JIM
92
Jupiter Investment Management
United Kingdom
$4.46M -$2.4M -53,970 -37%
NTCOC
93
Northern Trust Company of Connecticut
Connecticut
$4.27M -$4K -90 -0.1%
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$4.26M
CONA
95
Capital One National Association
New York
$4.21M -$256K -5,751 -6%
EAM
96
EULAV Asset Management
Florida
$4.18M +$3.8M +85,300 New
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$4.15M
Federated Hermes
98
Federated Hermes
Pennsylvania
$4.13M +$330K +7,418 +10%
Bank of America
99
Bank of America
North Carolina
$4.12M +$8.41K +189 +0.2%
Two Sigma Investments
100
Two Sigma Investments
New York
$3.99M +$3.62M +81,383 New

OSK Hedge Fund Activity: Q3 2013 in Review

261 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2013, worth a combined $3.89B — up 33% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OSK positions and 24 closed out — a net gain of 22 holders — while 99 added to existing stakes and 83 trimmed.

The largest buyer was Capital World Investors, adding an estimated $89M. The largest seller was Franklin Resources, exiting entirely with an estimated $134M sold.

  • 261 institutional investors held Oshkosh (OSK) as of Q3 2013, up from 241 in Q2 2013.
  • Funds reported $3.89B of Oshkosh stock for Q3 2013, up 33% quarter-over-quarter.
  • 46 funds opened new Oshkosh positions in Q3 2013 and 24 closed out, a net change of +22 holders.
  • The largest Oshkosh buyer in Q3 2013 was Capital World Investors, an estimated $89M added.
  • The largest Oshkosh seller in Q3 2013 was Franklin Resources, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2013.