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Oshkosh
OSK

245 hedge funds and large institutions have $3.54B invested in Oshkosh in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $3.28B → $3.54B (+$259M)

5.76% more ownership

Funds ownership: 87.61% → 93.37% (+5.8%)

3% less funds holding

Funds holding: 252 → 245 (-7)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

43% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 113

46% less call options, than puts

Call options by funds: $4.24M | Put options by funds: $7.84M

Holders
245
Holders Change
-7
Holders Change %
-2.78%
% of All Funds
6.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
64
Reduced
113
Closed
40
Calls
$4.24M
Puts
$7.84M
Net Calls
-$3.59M
Net Calls Change
+$947K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$73.5M
2
American Century Companies
American Century Companies
Missouri
+$58.8M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$23.7M
4
RIM
Rainier Investment Management
Washington
+$22.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$21.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$38.9M
2
SG
Swarthmore Group
Pennsylvania
-$31.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$28.2M
4
Prudential Financial
Prudential Financial
New Jersey
-$25.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$1.51M -$157K -3,452 -10%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$1.49M -$3.75M -82,642 -73%
AG
128
Aperio Group
California
$1.41M +$124K +2,723 +10%
MERSOM
129
Municipal Employees' Retirement System of Michigan
Michigan
$1.34M +$159K +3,500 +15%
RA
130
Royce & Associates
New York
$1.31M +$227K +5,000 +23%
DT
131
Diversified Trust
Tennessee
$1.3M +$1.22M +26,775 New
NCCM
132
Nine Chapters Capital Management
New Jersey
$1.28M +$1.2M +26,400 New
LMGAM
133
Liberty Mutual Group Asset Management
Massachusetts
$1.25M -$88.8K -1,954 -7%
Jennison Associates
134
Jennison Associates
New York
$1.23M -$273K -6,010 -19%
RJA
135
Raymond James & Associates
Florida
$1.19M -$26.9K -593 -2%
PVH
136
Psagot Value Holdings
Israel
$1.17M – – –
OA
137
OFI Advisors
Pennsylvania
$1.14M -$126K -2,763 -11%
WCM
138
Wedge Capital Management
North Carolina
$1.11M -$257K -5,650 -20%
LSERS
139
Louisiana State Employees Retirement System
Louisiana
$1.06M -$63.6K -1,400 -6%
CIM
140
CenturyLink Investment Management
Colorado
$1.04M -$291K -6,416 -23%
FQ
141
First Quadrant
California
$1.04M -$195K -4,296 -17%
Public Employees Retirement Association of Colorado
142
Public Employees Retirement Association of Colorado
Colorado
$1.04M -$12K -264 -1%
IRF
143
IBM Retirement Fund
New York
$988K +$81K +1,784 +10%
Barclays
144
Barclays
United Kingdom
$977K -$455K -10,016 -33%
CAM
145
Cortina Asset Management
Wisconsin
$974K -$1.87M -41,181 -67%
Adage Capital Partners
146
Adage Capital Partners
Massachusetts
$973K +$909K +20,000 New
Ohio Public Employees Retirement System (OPERS)
147
Ohio Public Employees Retirement System (OPERS)
Ohio
$972K +$63.4K +1,395 +8%
SG Americas Securities
148
SG Americas Securities
New York
$966K -$147K -3,228 -14%
UCFA
149
United Capital Financial Advisors
Texas
$928K -$6.86K -151 -0.8%
RFC
150
Russell Frank Company
Washington
$914K +$58.9K +1,297 +7%
4 5
6
7 8

OSK Hedge Fund Activity: Q4 2014 in Review

245 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2014, worth a combined $3.54B — up 7.9% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of OSK and 36 opened new positions — a net loss of 4 holders — while 113 trimmed existing stakes and 64 added.

The largest buyer was Brandywine Global Investment Management, adding an estimated $73.5M. The largest seller was Principal Financial Group, cutting an estimated $38.9M.

  • 245 institutional investors held Oshkosh (OSK) as of Q4 2014, down from 252 in Q3 2014.
  • Funds reported $3.54B of Oshkosh stock for Q4 2014, up 7.9% quarter-over-quarter.
  • 36 funds opened new Oshkosh positions in Q4 2014 and 40 closed out, a net change of -4 holders.
  • The largest Oshkosh buyer in Q4 2014 was Brandywine Global Investment Management, an estimated $73.5M added.
  • The largest Oshkosh seller in Q4 2014 was Principal Financial Group, an estimated $38.9M sold.

Based on aggregated 13F filings for Q4 2014.