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339 hedge funds and large institutions have $4.89B invested in Oshkosh in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 117 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $4.52M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

6% more capital invested

Capital invested by funds: $4.6B → $4.89B (+$295M)

9% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 117

1% more funds holding

Funds holding: 336339 (+3)

0.2% more ownership

Funds ownership: 95.3%95.5% (+0.2%)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
339
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
8.44%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
59
Increased
127
Reduced
117
Closed
46
Calls
$10.9M
Puts
$4.52M
Net Calls
+$6.41M
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
126
Tyers Asset Management
Texas
$3.52M +$2.42M +35,280 +219%
UBS Group
127
UBS Group
Switzerland
$3.49M +$2.13M +30,976 +156%
PAM
128
Panagora Asset Management
Massachusetts
$3.43M +$2.98M +43,397 +659%
AIM
129
Assured Investment Management
New York
$3.16M +$394K +5,737 +14%
MAM
130
Martingale Asset Management
Massachusetts
$3.13M +$3.14M +45,665 New
Barclays
131
Barclays
United Kingdom
$3.08M +$2.05M +29,787 +197%
SB
132
Suntrust Banks
Georgia
$3.07M +$118K +1,712 +4%
EI
133
EAM Investors
California
$2.91M -$191K -2,786 -6%
Envestnet Asset Management
134
Envestnet Asset Management
Illinois
$2.89M +$380K +5,523 +15%
T. Rowe Price Associates
135
T. Rowe Price Associates
Maryland
$2.81M -$110K -1,595 -4%
NA
136
Neuburgh Advisers
California
$2.77M +$1.91M +27,720 +219%
MWNA
137
Marshall Wace North America
New York
$2.71M +$2.7M +39,269 New
Natixis Advisors
138
Natixis Advisors
Massachusetts
$2.71M +$208K +3,020 +8%
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.61M +$2.62M +38,080 New
AG
140
Aperio Group
California
$2.55M -$79.3K -1,154 -3%
MPAM
141
Monarch Partners Asset Management
Massachusetts
$2.5M +$2.5M +36,380 New
MSA
142
Mason Street Advisors
Wisconsin
$2.42M +$33.9K +493 +1%
KTA
143
Keeley-Teton Advisors
Illinois
$2.39M +$2.39M +34,820 New
Allianz Asset Management
144
Allianz Asset Management
Germany
$2.38M -$202K -2,940 -8%
MERSOM
145
Municipal Employees' Retirement System of Michigan
Michigan
$2.37M +$66K +960 +3%
LMGAM
146
Liberty Mutual Group Asset Management
Massachusetts
$2.31M -$7.22K -105 -0.3%
VIA
147
Vident Investment Advisory
Georgia
$2.3M +$2.31M +33,576 New
Russell Investments Group
148
Russell Investments Group
United Kingdom
$2.22M -$32.8K -477 -1%
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$2.14M -$2.37M -34,490 -52%
ASRS
150
Arizona State Retirement System
Arizona
$2.13M +$6.46K +94 +0.3%

OSK Hedge Fund Activity: Q1 2017 in Review

339 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2017, worth a combined $4.89B — up 6.4% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OSK positions and 46 closed out — a net gain of 13 holders — while 127 added to existing stakes and 117 trimmed.

The largest buyer was BlackRock, adding an estimated $434M. The largest seller was Fidelity Investments, cutting an estimated $99.2M.

  • 339 institutional investors held Oshkosh (OSK) as of Q1 2017, up from 336 in Q4 2016.
  • Funds reported $4.89B of Oshkosh stock for Q1 2017, up 6.4% quarter-over-quarter.
  • 59 funds opened new Oshkosh positions in Q1 2017 and 46 closed out, a net change of +13 holders.
  • The largest Oshkosh buyer in Q1 2017 was BlackRock, an estimated $434M added.
  • The largest Oshkosh seller in Q1 2017 was Fidelity Investments, an estimated $99.2M sold.

Based on aggregated 13F filings for Q1 2017.