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265 hedge funds and large institutions have $3.39B invested in Oshkosh in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

346% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $7.75M | Put options by funds: $5.03M

19% more funds holding

Funds holding: 222265 (+43)

10% more capital invested

Capital invested by funds: $3.09B → $3.39B (+$297M)

8% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 86

7.35% less ownership

Funds ownership: 104.07%96.72% (-7.4%)

Holders
265
Holders Change
+43
Holders Change %
+19.37%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
93
Reduced
86
Closed
13
Calls
$7.75M
Puts
$5.03M
Net Calls
+$2.72M
Net Calls Change
+$988K
Name Holding Trade Value Shares
Change
Change in
Stake
CBOA
151
Commonwealth Bank of Australia
Australia
$721K +$57.7K +1,300 +9%
PA
152
Profund Advisors
Maryland
$714K +$132K +2,977 +25%
UBS Group
153
UBS Group
Switzerland
$709K -$109K -2,447 -14%
JP Morgan Chase
154
JP Morgan Chase
New York
$699K -$3.1M -69,768 -83%
RMDI
155
R.M. Davis Inc
Maine
$690K +$642K +14,460 New
COPPSERS
156
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$674K +$46.7K +1,052 +8%
HVIA
157
Hudson Valley Investment Advisors
New York
$649K -$35K -790 -5%
PG
158
PEAK6 Group
Illinois
$644K +$122K +2,756 +26%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$637K -$496K -11,189 -46%
LSCM
160
LaSalle Street Capital Management
Illinois
$635K +$6.48K +146 +1%
OAM
161
Oberweis Asset Management
Illinois
$635K +$590K +13,300 New
FWIA
162
Fort Washington Investment Advisors
Ohio
$633K +$41.8K +943 +8%
URS
163
Utah Retirement Systems
Utah
$632K +$8.87K +200 +2%
Rafferty Asset Management
164
Rafferty Asset Management
New York
$616K +$573K +12,906 New
AP
165
AHL Partners
United Kingdom
$608K +$565K +12,741 New
SI
166
SII Investments
Wisconsin
$607K +$50.7K +1,142 +10%
NMIMC
167
Northwestern Mutual Investment Management Company
Wisconsin
$604K +$2.31K +52 +0.4%
CIP
168
Convergence Investment Partners
Florida
$596K +$554K +12,493 New
RCM
169
Riverhead Capital Management
Delaware
$571K -$386K -8,695 -56%
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$566K -$31.9K -720 -6%
WAM
171
Wealthspire Advisors (Maryland)
Maryland
$562K -$34.2K -770 -6%
AIP
172
Ameritas Investment Partners
Nebraska
$553K +$23.5K +529 +5%
OAC
173
OMERS Administration Corp
Ontario, Canada
$549K
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$536K +$498K +11,216 New
AB
175
Amalgamated Bank
New York
$528K +$40.3K +908 +10%

OSK Hedge Fund Activity: Q2 2016 in Review

265 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2016, worth a combined $3.39B — up 9.6% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new OSK positions and 13 closed out — a net gain of 45 holders — while 93 added to existing stakes and 86 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $15.6M. The largest seller was Capital World Investors, cutting an estimated $145M.

  • 265 institutional investors held Oshkosh (OSK) as of Q2 2016, up from 222 in Q1 2016.
  • Funds reported $3.39B of Oshkosh stock for Q2 2016, up 9.6% quarter-over-quarter.
  • 58 funds opened new Oshkosh positions in Q2 2016 and 13 closed out, a net change of +45 holders.
  • The largest Oshkosh buyer in Q2 2016 was Thrivent Financial for Lutherans, an estimated $15.6M added.
  • The largest Oshkosh seller in Q2 2016 was Capital World Investors, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2016.