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339 hedge funds and large institutions have $4.89B invested in Oshkosh in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 117 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $4.52M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

6% more capital invested

Capital invested by funds: $4.6B → $4.89B (+$295M)

9% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 117

1% more funds holding

Funds holding: 336339 (+3)

0.2% more ownership

Funds ownership: 95.3%95.5% (+0.2%)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
339
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
8.44%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
59
Increased
127
Reduced
117
Closed
46
Calls
$10.9M
Puts
$4.52M
Net Calls
+$6.41M
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
101
Wellington Management Group
Massachusetts
$5.43M -$8.46M -123,131 -61%
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$5.4M -$11M -159,656 -67%
AP
103
AHL Partners
United Kingdom
$5.01M -$2.54M -36,920 -34%
SCA
104
Secor Capital Advisors
New York
$4.82M +$178K +2,595 +4%
SC
105
Skylands Capital
Wisconsin
$4.77M +$2.58M +37,550 +117%
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$4.77M -$3.23K -47 -0.1%
MOACM
107
Mutual of America Capital Management
New York
$4.72M -$210K -3,057 -4%
IAM
108
Impax Asset Management
New Hampshire
$4.68M -$6.64M -96,613 -59%
NC
109
Northpointe Capital
Michigan
$4.29M -$412 -6 -0%
CG
110
Clinton Group
New York
$4.29M -$2.23M -32,438 -34%
FCM
111
Flinton Capital Management
Pennsylvania
$4.28M +$2.94M +42,840 +219%
SIM
112
Spark Investment Management
New York
$4.22M +$2.82M +41,100 +200%
RCM
113
Riverhead Capital Management
Delaware
$4.21M +$2.89M +42,121 +218%
PP
114
Prudential plc
United Kingdom
$4.21M
FFBTD
115
First Financial Bank - Trust Division
Ohio
$4.18M +$173K +2,522 +4%
Comerica Bank
116
Comerica Bank
Texas
$4.17M +$177K +2,580 +5%
RJA
117
Raymond James & Associates
Florida
$4.11M +$1.08M +15,729 +36%
EAM
118
Eagle Asset Management
Florida
$4.08M -$95.2K -1,385 -2%
HAI
119
Hennessy Advisors Inc
California
$3.96M +$3.97M +57,800 New
IP
120
Interval Partners
New York
$3.77M +$465K +6,772 +14%
GWM
121
Greenwich Wealth Management
Connecticut
$3.75M +$12.4K +180 +0.3%
TPSF
122
Texas Permanent School Fund
Texas
$3.71M -$20.1K -292 -0.5%
Asset Management One
123
Asset Management One
Japan
$3.69M +$3.69M +53,665 New
BFA
124
Bragg Financial Advisors
North Carolina
$3.66M -$1.02M -14,865 -22%
OAM
125
Oberweis Asset Management
Illinois
$3.65M -$598K -8,708 -14%

OSK Hedge Fund Activity: Q1 2017 in Review

339 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2017, worth a combined $4.89B — up 6.4% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OSK positions and 46 closed out — a net gain of 13 holders — while 127 added to existing stakes and 117 trimmed.

The largest buyer was BlackRock, adding an estimated $434M. The largest seller was Fidelity Investments, cutting an estimated $99.2M.

  • 339 institutional investors held Oshkosh (OSK) as of Q1 2017, up from 336 in Q4 2016.
  • Funds reported $4.89B of Oshkosh stock for Q1 2017, up 6.4% quarter-over-quarter.
  • 59 funds opened new Oshkosh positions in Q1 2017 and 46 closed out, a net change of +13 holders.
  • The largest Oshkosh buyer in Q1 2017 was BlackRock, an estimated $434M added.
  • The largest Oshkosh seller in Q1 2017 was Fidelity Investments, an estimated $99.2M sold.

Based on aggregated 13F filings for Q1 2017.