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Oshkosh
OSK

340 hedge funds and large institutions have $5.87B invested in Oshkosh in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 136 increasing their positions, 110 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

34% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $7.78M

24% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 110

19% more capital invested

Capital invested by funds: $4.93B → $5.87B (+$945M)

8% more funds holding

Funds holding: 315 → 340 (+25)

0.62% less ownership

Funds ownership: 95.66% → 95.04% (-0.62%)

Holders
340
Holders Change
+25
Holders Change %
+7.94%
% of All Funds
8.48%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
49
Increased
136
Reduced
110
Closed
20
Calls
$10.4M
Puts
$7.78M
Net Calls
+$2.61M
Net Calls Change
+$9.28M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$39.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$31.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.7M
4
Deutsche Bank
Deutsche Bank
Germany
+$16.9M
5
Principal Financial Group
Principal Financial Group
Iowa
+$13.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$56.5M
2
Harris Associates
Harris Associates
Illinois
-$39.9M
3
Capital World Investors
Capital World Investors
California
-$28.6M
4
SFM
Systematic Financial Management
New Jersey
-$22.4M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
126
Flinton Capital Management
Pennsylvania
$3.93M -$1.04M -14,212 -23%
UBS Group
127
UBS Group
Switzerland
$3.9M +$1.97M +26,842 +132%
MAM
128
Martingale Asset Management
Massachusetts
$3.89M +$95.6K +1,302 +3%
RCM
129
Riverhead Capital Management
Delaware
$3.86M -$1.02M -13,847 -23%
QIM
130
Quantitative Investment Management
Virginia
$3.81M +$3.39M +46,200 New
Natixis Advisors
131
Natixis Advisors
Massachusetts
$3.6M +$136K +1,845 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
132
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.58M +$3.19M +43,400 New
ASRS
133
Arizona State Retirement System
Arizona
$3.5M +$800K +10,890 +35%
OCG
134
Opus Capital Group
Ohio
$3.49M -$917K -12,487 -23%
Federated Hermes
135
Federated Hermes
Pennsylvania
$3.48M -$115K -1,564 -4%
T. Rowe Price Associates
136
T. Rowe Price Associates
Maryland
$3.44M +$58K +790 +2%
NC
137
Northpointe Capital
Michigan
$3.39M -$313K -4,259 -9%
ARTA
138
A.R.T. Advisors
New York
$3.29M +$2.93M +39,900 New
Janus Henderson Group
139
Janus Henderson Group
United Kingdom
$3.29M -$4.55M -61,900 -61%
TAM
140
Tyers Asset Management
Texas
$3.23M -$860K -11,704 -23%
Truist Financial
141
Truist Financial
North Carolina
$3.17M +$216K +2,937 +8%
Capital Fund Management (CFM)
142
Capital Fund Management (CFM)
France
$3.16M +$926K +12,611 +49%
AG
143
Aperio Group
California
$3.08M -$71.9K -979 -3%
MSA
144
Mason Street Advisors
Wisconsin
$3.07M +$44.3K +603 +2%
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.05M -$79.3K -1,080 -3%
VIA
146
Vident Investment Advisory
Georgia
$2.96M +$121K +1,646 +5%
PP
147
PDT Partners
New York
$2.88M -$4M -54,487 -61%
APG Asset Management
148
APG Asset Management
Netherlands
$2.87M +$2.56M +34,800 New
KTA
149
Keeley-Teton Advisors
Illinois
$2.71M -$148K -2,020 -6%
SCM
150
Stevens Capital Management
Pennsylvania
$2.66M +$1.19M +16,161 +101%
4 5
6
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OSK Hedge Fund Activity: Q3 2017 in Review

340 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2017, worth a combined $5.87B — up 19% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new OSK positions and 20 closed out — a net gain of 29 holders — while 136 added to existing stakes and 110 trimmed.

The largest buyer was Millennium Management, adding an estimated $39.4M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $56.5M.

  • 340 institutional investors held Oshkosh (OSK) as of Q3 2017, up from 315 in Q2 2017.
  • Funds reported $5.87B of Oshkosh stock for Q3 2017, up 19% quarter-over-quarter.
  • 49 funds opened new Oshkosh positions in Q3 2017 and 20 closed out, a net change of +29 holders.
  • The largest Oshkosh buyer in Q3 2017 was Millennium Management, an estimated $39.4M added.
  • The largest Oshkosh seller in Q3 2017 was Barrow, Hanley, Mewhinney & Strauss, an estimated $56.5M sold.

Based on aggregated 13F filings for Q3 2017.