We are live on ! Find out more

265 hedge funds and large institutions have $3.39B invested in Oshkosh in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

346% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $7.75M | Put options by funds: $5.03M

19% more funds holding

Funds holding: 222265 (+43)

10% more capital invested

Capital invested by funds: $3.09B → $3.39B (+$297M)

8% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 86

7.35% less ownership

Funds ownership: 104.07%96.72% (-7.4%)

Holders
265
Holders Change
+43
Holders Change %
+19.37%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
93
Reduced
86
Closed
13
Calls
$7.75M
Puts
$5.03M
Net Calls
+$2.72M
Net Calls Change
+$988K
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
76
Adage Capital Partners
Massachusetts
$4.78M +$4.44M +100,100 New
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.73M +$110K +2,489 +3%
UOC
78
UBS O'Connor
Illinois
$4.68M +$4.35M +98,007 New
PP
79
Prudential plc
United Kingdom
$4.63M -$1.18M -26,639 -22%
TA
80
Teachers Advisors
New York
$4.63M -$1.51M -33,937 -26%
Retirement Systems of Alabama
81
Retirement Systems of Alabama
Alabama
$4.51M +$16.2K +366 +0.4%
CCM
82
Century Capital Management
Massachusetts
$4.48M
SC
83
Skylands Capital
Wisconsin
$4.47M -$430K -9,700 -9%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$4.25M -$210K -4,728 -5%
CS
85
Credit Suisse
Switzerland
$4.03M +$1.28M +28,746 +52%
BG
86
BlackRock Group
United Kingdom
$4.01M +$942K +21,236 +34%
ARTA
87
A.R.T. Advisors
New York
$3.96M +$3.68M +83,024 New
BFA
88
Bragg Financial Advisors
North Carolina
$3.7M +$242K +5,450 +8%
OCG
89
Opus Capital Group
Ohio
$3.66M +$3.4M +76,708 New
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$3.57M +$2.79M +62,941 +526%
UBS AM
91
UBS AM
Illinois
$3.5M +$60.6K +1,365 +2%
AAIM
92
American Assets Investment Management
California
$3.39M -$208K -4,690 -6%
1CM
93
1492 Capital Management
Wisconsin
$3.39M -$17.3K -389 -0.5%
SCM
94
Sandler Capital Management
New York
$3.33M +$3.1M +69,830 New
Barclays
95
Barclays
United Kingdom
$3.33M +$2.87M +64,585 +1,234%
MOACM
96
Mutual of America Capital Management
New York
$3.3M +$333K +7,504 +12%
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$3.29M +$117K +2,638 +4%
Legal & General Group
98
Legal & General Group
United Kingdom
$3.18M +$922K +20,784 +45%
SAM
99
Scopus Asset Management
New York
$3.13M +$2.91M +65,700 New
NC
100
Northpointe Capital
Michigan
$2.94M -$240K -5,410 -8%

OSK Hedge Fund Activity: Q2 2016 in Review

265 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2016, worth a combined $3.39B — up 9.6% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new OSK positions and 13 closed out — a net gain of 45 holders — while 93 added to existing stakes and 86 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $15.6M. The largest seller was Capital World Investors, cutting an estimated $145M.

  • 265 institutional investors held Oshkosh (OSK) as of Q2 2016, up from 222 in Q1 2016.
  • Funds reported $3.39B of Oshkosh stock for Q2 2016, up 9.6% quarter-over-quarter.
  • 58 funds opened new Oshkosh positions in Q2 2016 and 13 closed out, a net change of +45 holders.
  • The largest Oshkosh buyer in Q2 2016 was Thrivent Financial for Lutherans, an estimated $15.6M added.
  • The largest Oshkosh seller in Q2 2016 was Capital World Investors, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2016.