Oshkosh
287 hedge funds and large institutions have $4.36B invested in Oshkosh in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 97 increasing their positions, 108 reducing their positions, and 37 closing their positions.
22% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 37
3% more funds holding
Funds holding: 280 → 287 (+7)
1.02% more ownership
Funds ownership: 91.51% → 92.53% (+1%)
4% less capital invested
Capital invested by funds: $4.55B → $4.36B (-$186M)
10% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 108
30% less call options, than puts
Call options by funds: $5.64M | Put options by funds: $8.1M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ninety One (UK)
London,
United Kingdom
|
+$83.4M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$39.5M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$32.4M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$24.6M |
| 5 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
-$27.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$27.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$24.6M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$22.1M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$19.4M |
OSK Hedge Fund Activity: Q2 2014 in Review
287 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2014, worth a combined $4.36B — down 4.1% from $4.55B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new OSK positions and 37 closed out — a net gain of 8 holders — while 97 added to existing stakes and 108 trimmed.
The largest buyer was Ninety One (UK), adding an estimated $83.4M. The largest seller was Advisory Research, cutting an estimated $27.8M.
- 287 institutional investors held Oshkosh (OSK) as of Q2 2014, up from 280 in Q1 2014.
- Funds reported $4.36B of Oshkosh stock for Q2 2014, down 4.1% quarter-over-quarter.
- 45 funds opened new Oshkosh positions in Q2 2014 and 37 closed out, a net change of +8 holders.
- The largest Oshkosh buyer in Q2 2014 was Ninety One (UK), an estimated $83.4M added.
- The largest Oshkosh seller in Q2 2014 was Advisory Research, an estimated $27.8M sold.
Based on aggregated 13F filings for Q2 2014.