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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
B
101
Barings
North Carolina
$2.78M
TPSF
102
Texas Permanent School Fund
Texas
$2.68M -$121K -2,724 -5%
GWM
103
Greenwich Wealth Management
Connecticut
$2.6M
EI
104
EAM Investors
California
$2.59M +$2.41M +54,266 New
Federated Hermes
105
Federated Hermes
Pennsylvania
$2.54M +$39.7K +894 +2%
DCM
106
Dynamic Capital Management
Jersey
$2.44M +$2.27M +51,229 New
CEP
107
Chicago Equity Partners
Illinois
$2.43M +$2.26M +50,960 New
Capstone Investment Advisors
108
Capstone Investment Advisors
New York
$2.37M +$2.21M +49,750 New
Macquarie Group
109
Macquarie Group
Australia
$2.37M -$1.4M -31,452 -39%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$2.36M +$1.05M +23,558 +91%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.33M +$1.14M +25,795 +112%
SB
112
Suntrust Banks
Georgia
$2.15M +$180K +4,055 +10%
BlackRock
113
BlackRock
New York
$2.13M +$457K +10,303 +30%
T. Rowe Price Associates
114
T. Rowe Price Associates
Maryland
$2.03M +$244K +5,491 +15%
BA
115
BlackRock Advisors
Delaware
$1.91M +$120K +2,704 +7%
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$1.82M +$113K +2,540 +7%
Alyeska Investment Group
117
Alyeska Investment Group
Illinois
$1.76M +$1.64M +37,003 New
SEI Investments
118
SEI Investments
Pennsylvania
$1.7M -$137K -3,099 -8%
Natixis Advisors
119
Natixis Advisors
Massachusetts
$1.66M +$237K +5,352 +18%
SAM
120
Shell Asset Management
Netherlands
$1.63M -$86.2K -1,943 -5%
MSA
121
Mason Street Advisors
Wisconsin
$1.6M +$72.1K +1,625 +5%
AG
122
Aperio Group
California
$1.55M -$122K -2,745 -8%
MERSOM
123
Municipal Employees' Retirement System of Michigan
Michigan
$1.55M +$359K +8,100 +33%
LMGAM
124
Liberty Mutual Group Asset Management
Massachusetts
$1.51M +$91.7K +2,066 +7%
ST
125
Sentinel Trust
Texas
$1.45M -$465K -10,480 -26%

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.