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284 hedge funds and large institutions have $3.92B invested in Oshkosh in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

16% more capital invested

Capital invested by funds: $3.39B → $3.92B (+$532M)

15% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 91

7% more funds holding

Funds holding: 265284 (+19)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.15% less ownership

Funds ownership: 96.72%95.56% (-1.2%)

30% less call options, than puts

Call options by funds: $9.96M | Put options by funds: $14.2M

Holders
284
Holders Change
+19
Holders Change %
+7.17%
% of All Funds
7.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
105
Reduced
91
Closed
31
Calls
$9.96M
Puts
$14.2M
Net Calls
-$4.26M
Net Calls Change
-$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
101
Legal & General Group
United Kingdom
$3.76M +$19.3K +367 +0.5%
NC
102
Northpointe Capital
Michigan
$3.6M +$132K +2,508 +4%
Alyeska Investment Group
103
Alyeska Investment Group
Illinois
$3.45M +$1.3M +24,607 +67%
BlackRock
104
BlackRock
New York
$3.22M +$671K +12,746 +28%
TPSF
105
Texas Permanent School Fund
Texas
$3.13M -$6.21K -118 -0.2%
GWM
106
Greenwich Wealth Management
Connecticut
$3.05M
Federated Hermes
107
Federated Hermes
Pennsylvania
$3.02M +$34K +645 +1%
Citigroup
108
Citigroup
New York
$3M +$2.32M +44,014 +456%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.93M +$175K +3,321 +7%
SB
110
Suntrust Banks
Georgia
$2.81M +$269K +5,105 +11%
SC
111
Skylands Capital
Wisconsin
$2.78M -$2.32M -44,100 -47%
CEP
112
Chicago Equity Partners
Illinois
$2.64M -$198K -3,770 -7%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$2.47M -$290K -5,505 -11%
Wells Fargo
114
Wells Fargo
California
$2.46M +$1.43M +27,101 +161%
Tudor Investment Corp
115
Tudor Investment Corp
Connecticut
$2.42M +$1.91M +36,317 +523%
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
$2.38M +$105 +2 +0%
BA
117
BlackRock Advisors
Delaware
$2.29M +$47K +893 +2%
DIA
118
Denver Investment Advisors
Colorado
$2.1M +$1.02M +19,282 +105%
DCM
119
Dynamic Capital Management
Jersey
$2.09M -$729K -13,841 -27%
AG
120
Aperio Group
California
$2.08M +$244K +4,629 +14%
EAM
121
Eagle Asset Management
Florida
$2.08M +$1.95M +37,063 New
Natixis Advisors
122
Natixis Advisors
Massachusetts
$2.02M +$69.3K +1,317 +4%
JP Morgan Chase
123
JP Morgan Chase
New York
$1.96M +$1.07M +20,353 +139%
D.E. Shaw & Co
124
D.E. Shaw & Co
New York
$1.93M -$9.89M -187,846 -85%
Capstone Investment Advisors
125
Capstone Investment Advisors
New York
$1.93M -$809K -15,362 -31%

OSK Hedge Fund Activity: Q3 2016 in Review

284 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2016, worth a combined $3.92B — up 16% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new OSK positions and 31 closed out — a net gain of 22 holders — while 105 added to existing stakes and 91 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $118M. The largest seller was Capital Research Global Investors, cutting an estimated $150M.

  • 284 institutional investors held Oshkosh (OSK) as of Q3 2016, up from 265 in Q2 2016.
  • Funds reported $3.92B of Oshkosh stock for Q3 2016, up 16% quarter-over-quarter.
  • 53 funds opened new Oshkosh positions in Q3 2016 and 31 closed out, a net change of +22 holders.
  • The largest Oshkosh buyer in Q3 2016 was AllianceBernstein, an estimated $118M added.
  • The largest Oshkosh seller in Q3 2016 was Capital Research Global Investors, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2016.