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261 hedge funds and large institutions have $3.89B invested in Oshkosh in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $5.78M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

33% more capital invested

Capital invested by funds: $2.93B → $3.89B (+$957M)

19% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 83

8% more funds holding

Funds holding: 241261 (+20)

2.46% more ownership

Funds ownership: 89.02%91.48% (+2.5%)

Holders
261
Holders Change
+20
Holders Change %
+8.3%
% of All Funds
8.46%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
46
Increased
99
Reduced
83
Closed
24
Calls
$11.5M
Puts
$5.78M
Net Calls
+$5.76M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
126
State of Michigan Retirement System
Michigan
$1.98M
VOYA Investment Management
127
VOYA Investment Management
Georgia
$1.93M +$62.3K +1,400 +4%
ARTA
128
A.R.T. Advisors
New York
$1.84M +$562K +12,619 +50%
IRF
129
IBM Retirement Fund
New York
$1.75M -$224K -5,038 -12%
Legal & General Group
130
Legal & General Group
United Kingdom
$1.75M +$63.2K +1,420 +4%
MIU
131
Man Investments (UK)
United Kingdom
$1.72M +$140K +3,149 +10%
SG Americas Securities
132
SG Americas Securities
New York
$1.69M +$1.23M +27,601 +403%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$1.59M +$706K +15,875 +96%
Jane Street
134
Jane Street
New York
$1.53M +$1.39M +31,231 New
TCM
135
Twin Capital Management
Pennsylvania
$1.53M -$80.1K -1,800 -5%
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$1.51M -$6.76K -152 -0.5%
AIMCA
137
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.48M
Mackenzie Financial
138
Mackenzie Financial
Ontario, Canada
$1.47M +$1.09M +24,392 +430%
US Bancorp
139
US Bancorp
Minnesota
$1.42M +$194K +4,369 +18%
SCM
140
Sterling Capital Management
North Carolina
$1.39M +$1.27M +28,445 New
DC
141
Deere & Company
Illinois
$1.37M +$1.25M +28,017 New
QI
142
QS Investors
New York
$1.37M -$13.7M -307,500 -92%
LMGAM
143
Liberty Mutual Group Asset Management
Massachusetts
$1.33M -$405K -9,095 -25%
DP
144
Dearborn Partners
Illinois
$1.31M
American Century Companies
145
American Century Companies
Missouri
$1.31M +$927K +20,839 +356%
WCM
146
Winton Capital Management
United Kingdom
$1.3M -$214K -4,810 -15%
OPERF
147
Oregon Public Employees Retirement Fund
Oregon
$1.25M -$57.8K -1,300 -5%
MCM
148
Matarin Capital Management
New York
$1.25M +$25.6K +575 +2%
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$1.23M -$240K -5,400 -18%
Victory Capital Management
150
Victory Capital Management
Texas
$1.21M +$1.1M +24,641 New

OSK Hedge Fund Activity: Q3 2013 in Review

261 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2013, worth a combined $3.89B — up 33% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OSK positions and 24 closed out — a net gain of 22 holders — while 99 added to existing stakes and 83 trimmed.

The largest buyer was Capital World Investors, adding an estimated $89M. The largest seller was Franklin Resources, exiting entirely with an estimated $134M sold.

  • 261 institutional investors held Oshkosh (OSK) as of Q3 2013, up from 241 in Q2 2013.
  • Funds reported $3.89B of Oshkosh stock for Q3 2013, up 33% quarter-over-quarter.
  • 46 funds opened new Oshkosh positions in Q3 2013 and 24 closed out, a net change of +22 holders.
  • The largest Oshkosh buyer in Q3 2013 was Capital World Investors, an estimated $89M added.
  • The largest Oshkosh seller in Q3 2013 was Franklin Resources, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2013.