We are live on ! Find out more

315 hedge funds and large institutions have $4.93B invested in Oshkosh in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 130 increasing their positions, 110 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 110

1% more capital invested

Capital invested by funds: $4.89B → $4.93B (+$35.2M)

0.17% more ownership

Funds ownership: 95.5%95.66% (+0.17%)

7% less funds holding

Funds holding: 339315 (-24)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

47% less call options, than puts

Call options by funds: $7.53M | Put options by funds: $14.2M

Holders
315
Holders Change
-24
Holders Change %
-7.08%
% of All Funds
7.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
130
Reduced
110
Closed
45
Calls
$7.53M
Puts
$14.2M
Net Calls
-$6.67M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
Clinton Group
New York
$4.33M +$13K +193 +0.3%
FCM
102
Flinton Capital Management
Pennsylvania
$4.26M -$41.2K -612 -1%
FFBTD
103
First Financial Bank - Trust Division
Ohio
$4.25M +$45.2K +671 +1%
SIM
104
Spark Investment Management
New York
$4.24M
Comerica Bank
105
Comerica Bank
Texas
$4.18M +$33.7K +500 +0.9%
RCM
106
Riverhead Capital Management
Delaware
$4.18M -$54.2K -804 -1%
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$4.17M -$1.22M -18,138 -23%
PAM
108
Panagora Asset Management
Massachusetts
$4.17M +$709K +10,520 +21%
UBS AM
109
UBS AM
Illinois
$4.09M -$1.41M -20,981 -26%
EAM
110
Eagle Asset Management
Florida
$4.08M -$11.7K -174 -0.3%
RJA
111
Raymond James & Associates
Florida
$4.02M -$109K -1,623 -3%
HAI
112
Hennessy Advisors Inc
California
$3.9M -$74.1K -1,100 -2%
IP
113
Interval Partners
New York
$3.79M
OCG
114
Opus Capital Group
Ohio
$3.77M -$3.03M -44,988 -45%
GWM
115
Greenwich Wealth Management
Connecticut
$3.76M
TPSF
116
Texas Permanent School Fund
Texas
$3.76M +$39.7K +589 +1%
BFA
117
Bragg Financial Advisors
North Carolina
$3.7M +$28.7K +426 +0.8%
OAM
118
Oberweis Asset Management
Illinois
$3.69M +$27.1K +403 +0.8%
Wellington Management Group
119
Wellington Management Group
Massachusetts
$3.66M -$1.76M -26,114 -33%
Citigroup
120
Citigroup
New York
$3.63M +$2.59M +38,484 +270%
TAM
121
Tyers Asset Management
Texas
$3.5M -$33.9K -504 -1%
Cerity Partners
122
Cerity Partners
New York
$3.45M +$4.63M +68,723 New
Asset Management One
123
Asset Management One
Japan
$3.19M -$451K -6,692 -12%
HHC
124
Hutchin Hill Capital
New York
$3.18M +$2.49M +37,000 +402%
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$3.16M +$252K +3,738 +9%

OSK Hedge Fund Activity: Q2 2017 in Review

315 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2017, worth a combined $4.93B — up 0.72% from $4.89B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of OSK and 25 opened new positions — a net loss of 20 holders — while 110 trimmed existing stakes and 130 added.

The largest buyer was JP Morgan Chase, adding an estimated $71.7M. The largest seller was Capital World Investors, cutting an estimated $31.3M.

  • 315 institutional investors held Oshkosh (OSK) as of Q2 2017, down from 339 in Q1 2017.
  • Funds reported $4.93B of Oshkosh stock for Q2 2017, up 0.72% quarter-over-quarter.
  • 25 funds opened new Oshkosh positions in Q2 2017 and 45 closed out, a net change of -20 holders.
  • The largest Oshkosh buyer in Q2 2017 was JP Morgan Chase, an estimated $71.7M added.
  • The largest Oshkosh seller in Q2 2017 was Capital World Investors, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2017.