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284 hedge funds and large institutions have $3.92B invested in Oshkosh in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

16% more capital invested

Capital invested by funds: $3.39B → $3.92B (+$532M)

15% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 91

7% more funds holding

Funds holding: 265284 (+19)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.15% less ownership

Funds ownership: 96.72%95.56% (-1.2%)

30% less call options, than puts

Call options by funds: $9.96M | Put options by funds: $14.2M

Holders
284
Holders Change
+19
Holders Change %
+7.17%
% of All Funds
7.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
105
Reduced
91
Closed
31
Calls
$9.96M
Puts
$14.2M
Net Calls
-$4.26M
Net Calls Change
-$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$1.91M +$217K +4,121 +14%
MSA
127
Mason Street Advisors
Wisconsin
$1.9M +$28.5K +542 +2%
MERSOM
128
Municipal Employees' Retirement System of Michigan
Michigan
$1.84M +$24.7K +470 +1%
LCM
129
Laurion Capital Management
New York
$1.84M +$1.73M +32,900 New
SAM
130
Shell Asset Management
Netherlands
$1.83M -$78.7K -1,495 -4%
LMGAM
131
Liberty Mutual Group Asset Management
Massachusetts
$1.82M +$40.4K +768 +2%
SEC
132
Seven Eight Capital
New York
$1.72M +$1.61M +30,677 New
KAM
133
Keeley Asset Management
Illinois
$1.68M +$32.1K +610 +2%
PP
134
Paloma Partners
Connecticut
$1.67M +$1.31M +24,791 +497%
ST
135
Sentinel Trust
Texas
$1.67M -$30.4K -578 -2%
N
136
Nuveen
North Carolina
$1.66M
Credit Agricole
137
Credit Agricole
France
$1.66M +$1.56M +29,648 New
SOMRS
138
State of Michigan Retirement System
Michigan
$1.66M +$10.5K +200 +0.7%
FFBTD
139
First Financial Bank - Trust Division
Ohio
$1.66M +$1.56M +29,603 New
RJA
140
Raymond James & Associates
Florida
$1.62M +$1.52M +28,883 New
ASRS
141
Arizona State Retirement System
Arizona
$1.61M
AIM
142
Assured Investment Management
New York
$1.57M +$1.47M +28,014 New
JG
143
Jefferies Group
New York
$1.52M +$1.38M +26,292 +2,995%
SEI Investments
144
SEI Investments
Pennsylvania
$1.42M -$537K -10,196 -29%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$1.42M -$673K -12,789 -34%
Macquarie Group
146
Macquarie Group
Australia
$1.39M -$1.31M -24,800 -50%
Jane Street
147
Jane Street
New York
$1.35M +$1.27M +24,070 New
LOAMU
148
Lombard Odier Asset Management (USA)
New York
$1.34M +$1.26M +24,000 New
CONA
149
Capital One National Association
New York
$1.32M +$956K +18,159 +335%
AIP
150
Ameritas Investment Partners
Nebraska
$1.25M +$568K +10,784 +93%

OSK Hedge Fund Activity: Q3 2016 in Review

284 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2016, worth a combined $3.92B — up 16% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new OSK positions and 31 closed out — a net gain of 22 holders — while 105 added to existing stakes and 91 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $118M. The largest seller was Capital Research Global Investors, cutting an estimated $150M.

  • 284 institutional investors held Oshkosh (OSK) as of Q3 2016, up from 265 in Q2 2016.
  • Funds reported $3.92B of Oshkosh stock for Q3 2016, up 16% quarter-over-quarter.
  • 53 funds opened new Oshkosh positions in Q3 2016 and 31 closed out, a net change of +22 holders.
  • The largest Oshkosh buyer in Q3 2016 was AllianceBernstein, an estimated $118M added.
  • The largest Oshkosh seller in Q3 2016 was Capital Research Global Investors, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2016.