We are live on ! Find out more

284 hedge funds and large institutions have $3.92B invested in Oshkosh in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

16% more capital invested

Capital invested by funds: $3.39B → $3.92B (+$532M)

15% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 91

7% more funds holding

Funds holding: 265284 (+19)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.15% less ownership

Funds ownership: 96.72%95.56% (-1.2%)

30% less call options, than puts

Call options by funds: $9.96M | Put options by funds: $14.2M

Holders
284
Holders Change
+19
Holders Change %
+7.17%
% of All Funds
7.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
105
Reduced
91
Closed
31
Calls
$9.96M
Puts
$14.2M
Net Calls
-$4.26M
Net Calls Change
-$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
FQ
151
First Quadrant
California
$1.19M
GS
152
GAM Systematic
United Kingdom
$1.16M +$514K +9,757 +89%
GAM
153
Gotham Asset Management
New York
$1.13M +$1.07M +20,255 New
Nomura Holdings
154
Nomura Holdings
Japan
$1.13M +$1.06M +20,198 New
LSERS
155
Louisiana State Employees Retirement System
Louisiana
$1.06M -$26.3K -500 -3%
VKH
156
Virtu KCG Holdings
New York
$1.06M +$623K +11,832 +166%
CSS
157
Cubist Systematic Strategies
Connecticut
$1.06M +$619K +11,753 +166%
UCFA
158
United Capital Financial Advisors
Texas
$1.04M
SAM
159
Sunnymeath Asset Management
New Jersey
$1.02M +$140K +2,650 +13%
AP
160
AHL Partners
United Kingdom
$1.01M +$276K +5,235 +41%
HCM
161
Highbridge Capital Management
New York
$998K +$938K +17,813 New
CG
162
Clinton Group
New York
$961K +$903K +17,156 New
O
163
OppenheimerFunds
New York
$958K -$113K -2,139 -11%
VBCP
164
Vollero Beach Capital Partners
New York
$944K +$887K +16,856 New
EVC
165
Eidelman Virant Capital
Missouri
$932K -$20K -380 -2%
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$929K +$526 +10 +0.1%
JHIU
167
Janus Henderson Investors US
Colorado
$913K +$337K +6,400 +65%
CBOA
168
Commonwealth Bank of Australia
Australia
$884K +$36.9K +700 +5%
WPC
169
White Pine Capital
Minnesota
$843K -$147K -2,800 -16%
BTNA
170
Bremer Trust National Association
Minnesota
$839K +$789K +14,995 New
BGIM
171
Brandywine Global Investment Management
Pennsylvania
$825K -$10.4M -198,130 -93%
HVIA
172
Hudson Valley Investment Advisors
New York
$815K +$49.9K +947 +7%
UBS Group
173
UBS Group
Switzerland
$803K -$28K -531 -4%
Two Sigma Advisers
174
Two Sigma Advisers
New York
$797K +$749K +14,236 New
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$795K +$44.5K +845 +6%

OSK Hedge Fund Activity: Q3 2016 in Review

284 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2016, worth a combined $3.92B — up 16% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new OSK positions and 31 closed out — a net gain of 22 holders — while 105 added to existing stakes and 91 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $118M. The largest seller was Capital Research Global Investors, cutting an estimated $150M.

  • 284 institutional investors held Oshkosh (OSK) as of Q3 2016, up from 265 in Q2 2016.
  • Funds reported $3.92B of Oshkosh stock for Q3 2016, up 16% quarter-over-quarter.
  • 53 funds opened new Oshkosh positions in Q3 2016 and 31 closed out, a net change of +22 holders.
  • The largest Oshkosh buyer in Q3 2016 was AllianceBernstein, an estimated $118M added.
  • The largest Oshkosh seller in Q3 2016 was Capital Research Global Investors, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2016.