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Oshkosh
OSK

245 hedge funds and large institutions have $3.54B invested in Oshkosh in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $3.28B → $3.54B (+$259M)

5.76% more ownership

Funds ownership: 87.61% → 93.37% (+5.8%)

3% less funds holding

Funds holding: 252 → 245 (-7)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

43% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 113

46% less call options, than puts

Call options by funds: $4.24M | Put options by funds: $7.84M

Holders
245
Holders Change
-7
Holders Change %
-2.78%
% of All Funds
6.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
64
Reduced
113
Closed
40
Calls
$4.24M
Puts
$7.84M
Net Calls
-$3.59M
Net Calls Change
+$947K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$73.5M
2
American Century Companies
American Century Companies
Missouri
+$58.8M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$23.7M
4
RIM
Rainier Investment Management
Washington
+$22.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$21.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$38.9M
2
SG
Swarthmore Group
Pennsylvania
-$31.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$28.2M
4
Prudential Financial
Prudential Financial
New Jersey
-$25.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
NONA
76
Ninety One North America
New York
$5.63M +$5.25M +115,652 New
USAA
77
United Services Automobile Association
Texas
$5.39M -$63.6K -1,400 -1%
Retirement Systems of Alabama
78
Retirement Systems of Alabama
Alabama
$5.22M – – –
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$5.01M -$109K -2,395 -2%
HA
80
Heartland Advisors
Wisconsin
$4.84M +$4.52M +99,465 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$4.59M -$826K -18,184 -16%
Swiss National Bank
82
Swiss National Bank
Switzerland
$4.56M +$99.9K +2,200 +2%
Arrowstreet Capital
83
Arrowstreet Capital
Massachusetts
$4.4M +$4.1M +90,358 New
SDIC
84
South Dakota Investment Council
South Dakota
$4.29M +$309K +6,800 +8%
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$4.26M +$40.9K +900 +1%
MPI
86
Mairs & Power Inc
Minnesota
$4.17M +$491K +10,800 +14%
CS
87
Credit Suisse
Switzerland
$3.94M -$91.5K -2,015 -2%
PAM
88
Panagora Asset Management
Massachusetts
$3.84M -$63.8K -1,404 -2%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$3.74M -$3.73M -82,001 -52%
Federated Hermes
90
Federated Hermes
Pennsylvania
$3.73M -$795K -17,493 -19%
MOACM
91
Mutual of America Capital Management
New York
$3.5M -$47.8K -1,053 -1%
TPSF
92
Texas Permanent School Fund
Texas
$3.5M -$238K -5,249 -7%
Los Angeles Capital Management
93
Los Angeles Capital Management
California
$3.41M -$1.25M -27,548 -28%
ABC
94
Associated Banc-Corp
Wisconsin
$3.38M – – –
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$3.34M +$1.58M +34,691 +102%
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$3.3M -$175K -3,854 -5%
UBS Group
97
UBS Group
Switzerland
$3.21M +$2.99M +65,908 New
EAM
98
EULAV Asset Management
Florida
$3.16M -$695K -15,300 -19%
IAM
99
Impax Asset Management
New Hampshire
$3.12M +$2.92M +64,200 New
TA
100
Teachers Advisors
New York
$3.06M +$108K +2,387 +4%
2 3
4
5 6

OSK Hedge Fund Activity: Q4 2014 in Review

245 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2014, worth a combined $3.54B — up 7.9% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of OSK and 36 opened new positions — a net loss of 4 holders — while 113 trimmed existing stakes and 64 added.

The largest buyer was Brandywine Global Investment Management, adding an estimated $73.5M. The largest seller was Principal Financial Group, cutting an estimated $38.9M.

  • 245 institutional investors held Oshkosh (OSK) as of Q4 2014, down from 252 in Q3 2014.
  • Funds reported $3.54B of Oshkosh stock for Q4 2014, up 7.9% quarter-over-quarter.
  • 36 funds opened new Oshkosh positions in Q4 2014 and 40 closed out, a net change of -4 holders.
  • The largest Oshkosh buyer in Q4 2014 was Brandywine Global Investment Management, an estimated $73.5M added.
  • The largest Oshkosh seller in Q4 2014 was Principal Financial Group, an estimated $38.9M sold.

Based on aggregated 13F filings for Q4 2014.