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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
Wellington Management Group
76
Wellington Management Group
Massachusetts
$10.5M +$5.41M +73,721 +139%
N
77
Natixis
France
$10.3M +$8.79M +119,634 +2,237%
Swiss National Bank
78
Swiss National Bank
Switzerland
$10.3M – – –
PP
79
Prudential plc
United Kingdom
$10.1M +$922K +12,550 +11%
Two Sigma Advisers
80
Two Sigma Advisers
New York
$9.75M +$2.26M +30,729 +35%
PAM
81
Panagora Asset Management
Massachusetts
$9.52M +$4.03M +54,821 +91%
Arrowstreet Capital
82
Arrowstreet Capital
Massachusetts
$9.3M +$8.27M +112,621 New
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.09M -$3.53K -48 -0%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$8.74M +$48.5K +660 +0.6%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$8.59M -$41.4K -564 -0.5%
Legal & General Group
86
Legal & General Group
United Kingdom
$8.5M +$434K +5,911 +6%
Asset Management One
87
Asset Management One
Japan
$8.16M +$3.8M +51,739 +110%
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$7.84M – – –
SEI Investments
89
SEI Investments
Pennsylvania
$7.64M -$310K -4,222 -4%
CS
90
Credit Suisse
Switzerland
$7.44M +$42.6K +580 +0.6%
SIM
91
Spark Investment Management
New York
$7.35M +$2.02M +27,500 +45%
RIM
92
Rainier Investment Management
Washington
$7.21M -$1.48M -20,150 -19%
Allianz Asset Management
93
Allianz Asset Management
Germany
$7.01M +$3.59M +48,830 +135%
SC
94
Skylands Capital
Wisconsin
$6.95M -$88.1K -1,200 -1%
AIM
95
Alambic Investment Management
California
$6.74M +$5.2M +70,820 +650%
USAA
96
United Services Automobile Association
Texas
$6.52M -$4.76M -64,800 -45%
Barclays
97
Barclays
United Kingdom
$6.45M +$3.31M +45,083 +136%
PCM
98
Penn Capital Management
Pennsylvania
$6.4M -$740K -10,076 -12%
UBS AM
99
UBS AM
Illinois
$6.3M +$1.24M +16,931 +28%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$6.29M +$2.64M +35,879 +89%
2 3
4
5 6

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.