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Oshkosh
OSK

245 hedge funds and large institutions have $3.54B invested in Oshkosh in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $3.28B → $3.54B (+$259M)

5.76% more ownership

Funds ownership: 87.61% → 93.37% (+5.8%)

3% less funds holding

Funds holding: 252 → 245 (-7)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

43% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 113

46% less call options, than puts

Call options by funds: $4.24M | Put options by funds: $7.84M

Holders
245
Holders Change
-7
Holders Change %
-2.78%
% of All Funds
6.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
64
Reduced
113
Closed
40
Calls
$4.24M
Puts
$7.84M
Net Calls
-$3.59M
Net Calls Change
+$947K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$73.5M
2
American Century Companies
American Century Companies
Missouri
+$58.8M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$23.7M
4
RIM
Rainier Investment Management
Washington
+$22.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$21.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$38.9M
2
SG
Swarthmore Group
Pennsylvania
-$31.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$28.2M
4
Prudential Financial
Prudential Financial
New Jersey
-$25.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
EVC
151
Eidelman Virant Capital
Missouri
$888K -$761K -16,750 -48%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$768K -$998K -21,976 -58%
Millennium Management
153
Millennium Management
New York
$759K +$709K +15,600 New
CL
154
CSS LLC
Illinois
$694K – – –
URS
155
Utah Retirement Systems
Utah
$669K -$40.9K -900 -6%
ProShare Advisors
156
ProShare Advisors
Maryland
$647K -$1.39M -30,678 -70%
FWIA
157
Fort Washington Investment Advisors
Ohio
$622K +$5.13K +113 +0.9%
OAC
158
OMERS Administration Corp
Ontario, Canada
$608K +$568K +12,500 New
AIP
159
Ameritas Investment Partners
Nebraska
$576K -$36.3K -800 -6%
BA
160
BlackRock Advisors
Delaware
$567K -$45.9K -1,011 -8%
PP
161
Paloma Partners
Connecticut
$559K +$522K +11,483 New
SB
162
Suntrust Banks
Georgia
$558K +$60.6K +1,333 +13%
SAM
163
Securian Asset Management
Minnesota
$543K -$38.6K -849 -7%
JIC
164
Johnson Investment Counsel
Ohio
$528K – – –
TH
165
Timber Hill
Connecticut
$512K +$479K +10,533 New
PA
166
Profund Advisors
Maryland
$490K +$62.9K +1,385 +16%
R
167
RQSI
Bahamas
$486K +$454K +9,991 New
RBA
168
Richard Bernstein Advisors
New York
$469K – – –
US Bancorp
169
US Bancorp
Minnesota
$449K -$186K -4,093 -31%
Jane Street
170
Jane Street
New York
$449K +$419K +9,234 New
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$449K +$87.7K +1,930 +26%
Citigroup
172
Citigroup
New York
$409K +$129K +2,845 +51%
SCM
173
Shelton Capital Management
Colorado
$400K -$67.7K -1,490 -15%
PI
174
Placemark Investments
Illinois
$400K +$157K +3,447 +72%
KBC Group
175
KBC Group
Belgium
$399K -$931K -20,493 -71%
5 6
7
8 9

OSK Hedge Fund Activity: Q4 2014 in Review

245 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2014, worth a combined $3.54B — up 7.9% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of OSK and 36 opened new positions — a net loss of 4 holders — while 113 trimmed existing stakes and 64 added.

The largest buyer was Brandywine Global Investment Management, adding an estimated $73.5M. The largest seller was Principal Financial Group, cutting an estimated $38.9M.

  • 245 institutional investors held Oshkosh (OSK) as of Q4 2014, down from 252 in Q3 2014.
  • Funds reported $3.54B of Oshkosh stock for Q4 2014, up 7.9% quarter-over-quarter.
  • 36 funds opened new Oshkosh positions in Q4 2014 and 40 closed out, a net change of -4 holders.
  • The largest Oshkosh buyer in Q4 2014 was Brandywine Global Investment Management, an estimated $73.5M added.
  • The largest Oshkosh seller in Q4 2014 was Principal Financial Group, an estimated $38.9M sold.

Based on aggregated 13F filings for Q4 2014.