Oshkosh
254 hedge funds and large institutions have $3.35B invested in Oshkosh in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 95 reducing their positions, and 30 closing their positions.
30% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 30
3% more funds holding
Funds holding: 247 → 254 (+7)
0.43% less ownership
Funds ownership: 101.67% → 101.24% (-0.43%)
13% less capital invested
Capital invested by funds: $3.87B → $3.35B (-$519M)
16% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 95
48% less call options, than puts
Call options by funds: $3.28M | Put options by funds: $6.25M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$69.6M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$40.9M |
| 3 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
+$32.4M |
| 4 |
Millennium Management
New York
|
+$25.4M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$70.5M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
-$52.8M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
-$32.8M |
| 4 |
JP Morgan Chase
New York
|
-$29.8M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$27.3M |
OSK Hedge Fund Activity: Q2 2015 in Review
254 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2015, worth a combined $3.35B — down 13% from $3.87B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new OSK positions and 30 closed out — a net gain of 9 holders — while 80 added to existing stakes and 95 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $69.6M. The largest seller was American Century Companies, cutting an estimated $70.5M.
- 254 institutional investors held Oshkosh (OSK) as of Q2 2015, up from 247 in Q1 2015.
- Funds reported $3.35B of Oshkosh stock for Q2 2015, down 13% quarter-over-quarter.
- 39 funds opened new Oshkosh positions in Q2 2015 and 30 closed out, a net change of +9 holders.
- The largest Oshkosh buyer in Q2 2015 was Capital Research Global Investors, an estimated $69.6M added.
- The largest Oshkosh seller in Q2 2015 was American Century Companies, an estimated $70.5M sold.
Based on aggregated 13F filings for Q2 2015.