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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
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$10.2M -$460K -6,700 -4%
USAA
77
United Services Automobile Association
Texas
$10.2M +$5.43M +79,000 +113%
CWM
78
CIBC World Markets
New York
$10.1M +$10.1M +147,000 New
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$10M +$473K +6,878 +5%
HCMT
80
Highland Capital Management (Tennessee)
Tennessee
$9.94M -$48.8K -710 -0.5%
PI
81
Putnam Investments
Massachusetts
$9.89M +$7.7M +112,028 +349%
CS
82
Credit Suisse
Switzerland
$9.87M +$3.19M +46,470 +48%
RI
83
Redwood Investments
Massachusetts
$9.73M +$9.75M +141,857 New
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.6M +$1.26M +18,397 +17%
Swiss National Bank
85
Swiss National Bank
Switzerland
$8.42M +$137K +2,000 +2%
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$8.24M -$13.7K -200 -0.2%
CM
87
Castleark Management
Illinois
$7.55M -$6.01M -87,420 -44%
CANY
88
Caxton Associates (New York)
New York
$7.54M +$7.56M +110,000 New
PP
89
PDT Partners
New York
$7.54M +$1.32M +19,200 +21%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$7.21M +$3.44K +50 +0%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$7.16M +$13.2K +192 +0.2%
CEP
92
Chicago Equity Partners
Illinois
$7.08M +$4.72M +68,650 +199%
SEI Investments
93
SEI Investments
Pennsylvania
$6.89M +$852K +12,396 +14%
OCG
94
Opus Capital Group
Ohio
$6.84M -$617K -8,976 -8%
JHIU
95
Janus Henderson Investors US
Colorado
$6.78M +$4.5M +65,500 +197%
Legal & General Group
96
Legal & General Group
United Kingdom
$6.57M +$1.67M +24,314 +34%
SBH
97
Segall Bryant & Hamill
Illinois
$5.94M -$241K -3,503 -4%
HA
98
Heartland Advisors
Wisconsin
$5.87M -$1.96M -28,544 -25%
PCM
99
Penn Capital Management
Pennsylvania
$5.79M -$126K -1,832 -6%
UBS AM
100
UBS AM
Illinois
$5.51M +$1.5M +21,888 +37%

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.