Oshkosh
280 hedge funds and large institutions have $4.55B invested in Oshkosh in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 125 reducing their positions, and 42 closing their positions.
19% more capital invested
Capital invested by funds: $3.84B → $4.55B (+$711M)
1.41% more ownership
Funds ownership: 90.1% → 91.51% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 42
2% less funds holding
Funds holding: 286 → 280 (-6)
36% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 125
50% less call options, than puts
Call options by funds: $6.29M | Put options by funds: $12.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UIM
USS Investment Management
London,
United Kingdom
|
+$51M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$48.8M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
+$41.6M |
| 4 |
SG
Swarthmore Group
Philadelphia,
Pennsylvania
|
+$23.9M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$34.8M |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
-$26.9M |
| 3 |
Millennium Management
New York
|
-$16.2M |
| 4 |
Morgan Stanley
New York
|
-$15.8M |
| 5 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$13.6M |
OSK Hedge Fund Activity: Q1 2014 in Review
280 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2014, worth a combined $4.55B — up 19% from $3.84B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of OSK and 40 opened new positions — a net loss of 2 holders — while 125 trimmed existing stakes and 80 added.
The largest buyer was USS Investment Management, opening a new position worth an estimated $51M. The largest seller was AJO LP, cutting an estimated $34.8M.
- 280 institutional investors held Oshkosh (OSK) as of Q1 2014, down from 286 in Q4 2013.
- Funds reported $4.55B of Oshkosh stock for Q1 2014, up 19% quarter-over-quarter.
- 40 funds opened new Oshkosh positions in Q1 2014 and 42 closed out, a net change of -2 holders.
- The largest Oshkosh buyer in Q1 2014 was USS Investment Management, an estimated $51M added.
- The largest Oshkosh seller in Q1 2014 was AJO LP, an estimated $34.8M sold.
Based on aggregated 13F filings for Q1 2014.