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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
UBS AM
101
UBS AM
Illinois
$3.02M +$104K +2,300 +4%
DP
102
Dearborn Partners
Illinois
$2.77M -$51.6K -1,136 -2%
PI
103
PineBridge Investments
New York
$2.74M +$257K +5,658 +11%
ASRS
104
Arizona State Retirement System
Arizona
$2.64M -$22.7K -500 -0.9%
BG
105
BlackRock Group
United Kingdom
$2.43M +$92.7K +2,041 +4%
BFA
106
Bragg Financial Advisors
North Carolina
$2.34M -$23.2K -510 -1%
ACM
107
Argentus Capital Management
Texas
$2.26M +$272K +5,984 +15%
SCA
108
Strategic Capital Alternatives
United States
$2.24M -$95.2K -2,095 -4%
GT
109
Glenmede Trust
Pennsylvania
$2.23M -$3.78M -83,205 -64%
RG
110
Renaissance Group
Kentucky
$2.18M -$2.32K -51 -0.1%
BF
111
BOK Financial
Oklahoma
$2.18M +$1.36M +30,046 +204%
SC
112
Skylands Capital
Wisconsin
$2.17M +$1.26M +27,700 +163%
Wells Fargo
113
Wells Fargo
California
$2.13M -$1.5M -33,066 -43%
CONA
114
Capital One National Association
New York
$2.06M -$258K -5,676 -12%
Macquarie Group
115
Macquarie Group
Australia
$2M +$863K +19,000 +86%
SAM
116
Shell Asset Management
Netherlands
$1.98M – – –
Legal & General Group
117
Legal & General Group
United Kingdom
$1.97M -$34.7K -763 -2%
Credit Agricole
118
Credit Agricole
France
$1.92M -$991K -21,816 -34%
SOMRS
119
State of Michigan Retirement System
Michigan
$1.85M -$104K -2,300 -6%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$1.74M +$219K +4,812 +16%
N
121
Nuveen
North Carolina
$1.68M – – –
DIA
122
Denver Investment Advisors
Colorado
$1.61M -$21.6K -475 -1%
OPERF
123
Oregon Public Employees Retirement Fund
Oregon
$1.59M -$50K -1,100 -3%
SEI Investments
124
SEI Investments
Pennsylvania
$1.55M +$1.44M +31,796 New
Bank of America
125
Bank of America
North Carolina
$1.54M -$1.41M -31,140 -50%
3 4
5
6 7

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.