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261 hedge funds and large institutions have $3.89B invested in Oshkosh in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $5.78M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

33% more capital invested

Capital invested by funds: $2.93B → $3.89B (+$957M)

19% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 83

8% more funds holding

Funds holding: 241261 (+20)

2.46% more ownership

Funds ownership: 89.02%91.48% (+2.5%)

Holders
261
Holders Change
+20
Holders Change %
+8.3%
% of All Funds
8.46%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
46
Increased
99
Reduced
83
Closed
24
Calls
$11.5M
Puts
$5.78M
Net Calls
+$5.76M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
151
Aperio Group
California
$1.19M +$98.5K +2,213 +10%
UCFA
152
United Capital Financial Advisors
Texas
$1.09M
Macquarie Group
153
Macquarie Group
Australia
$1.08M
B
154
Barings
North Carolina
$1.07M +$325K +7,300 +50%
HHC
155
Hutchin Hill Capital
New York
$1.04M +$948K +21,300 New
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.04M +$220K +4,944 +30%
Group One Trading
157
Group One Trading
Illinois
$1.02M +$740K +16,634 +405%
GCP
158
GSA Capital Partners
United Kingdom
$1.01M -$591K -13,284 -39%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$1.01M +$917K +20,612 New
CIM
160
CenturyLink Investment Management
Colorado
$952K +$865K +19,428 New
BF
161
BOK Financial
Oklahoma
$942K +$855K +19,220 New
LMAM
162
Legg Mason Asset Management
Japan
$941K -$75.6K -1,700 -8%
AL
163
Airain Ltd
Guernsey
$941K +$240K +5,401 +39%
OA
164
OFI Advisors
Pennsylvania
$910K -$222K -4,999 -21%
NBC
165
Neuberger Berman Canada
Ontario, Canada
$868K -$929K -20,880 -54%
Wellington Management Group
166
Wellington Management Group
Massachusetts
$860K
STC
167
SEI Trust Company
Pennsylvania
$855K +$777K +17,450 New
LG
168
Leuthold Group
Minnesota
$844K -$89.6K -2,014 -10%
CAM
169
Capstone Asset Management
Texas
$826K -$42.3K -950 -5%
DA
170
Denali Advisors
California
$779K -$1.91M -42,900 -73%
PMAM
171
Picton Mahoney Asset Management
Ontario, Canada
$779K +$708K +15,900 New
VAM
172
Visium Asset Management
New York
$776K +$705K +15,848 New
BOH
173
Bank of Hawaii
Hawaii
$768K +$35K +786 +5%
URS
174
Utah Retirement Systems
Utah
$766K -$4.45K -100 -0.6%
DDPIC
175
Deroy & Devereaux Private Investment Counsel
Michigan
$751K -$5.92M -133,101 -90%

OSK Hedge Fund Activity: Q3 2013 in Review

261 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2013, worth a combined $3.89B — up 33% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OSK positions and 24 closed out — a net gain of 22 holders — while 99 added to existing stakes and 83 trimmed.

The largest buyer was Capital World Investors, adding an estimated $89M. The largest seller was Franklin Resources, exiting entirely with an estimated $134M sold.

  • 261 institutional investors held Oshkosh (OSK) as of Q3 2013, up from 241 in Q2 2013.
  • Funds reported $3.89B of Oshkosh stock for Q3 2013, up 33% quarter-over-quarter.
  • 46 funds opened new Oshkosh positions in Q3 2013 and 24 closed out, a net change of +22 holders.
  • The largest Oshkosh buyer in Q3 2013 was Capital World Investors, an estimated $89M added.
  • The largest Oshkosh seller in Q3 2013 was Franklin Resources, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2013.