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339 hedge funds and large institutions have $4.89B invested in Oshkosh in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 117 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $4.52M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

6% more capital invested

Capital invested by funds: $4.6B → $4.89B (+$295M)

9% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 117

1% more funds holding

Funds holding: 336339 (+3)

0.2% more ownership

Funds ownership: 95.3%95.5% (+0.2%)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
339
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
8.44%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
59
Increased
127
Reduced
117
Closed
46
Calls
$10.9M
Puts
$4.52M
Net Calls
+$6.41M
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
151
Squarepoint
New York
$2.08M -$1.2M -17,521 -37%
SOMRS
152
State of Michigan Retirement System
Michigan
$2.08M +$20.6K +300 +1%
SAM
153
Shell Asset Management
Netherlands
$2.08M -$146K -2,121 -7%
DCM
154
Driehaus Capital Management
Illinois
$2.06M -$8.93K -130 -0.4%
MCIM
155
Meadow Creek Investment Management
Georgia
$2.01M +$1.39M +20,160 +219%
HW
156
Hancock Whitney
Mississippi
$1.98M -$2.21M -32,225 -53%
Two Sigma Investments
157
Two Sigma Investments
New York
$1.96M -$45.6M -663,584 -96%
Macquarie Group
158
Macquarie Group
Australia
$1.95M +$78.8K +1,147 +4%
JIM
159
Jupiter Investment Management
United Kingdom
$1.85M +$1.86M +27,034 New
Truist Financial
160
Truist Financial
North Carolina
$1.82M +$1.83M +26,593 New
OPERF
161
Oregon Public Employees Retirement Fund
Oregon
$1.8M +$27.5K +400 +2%
DWA
162
Dorsey Wright & Associates
California
$1.75M +$28.7K +417 +2%
Acadian Asset Management
163
Acadian Asset Management
Massachusetts
$1.74M -$643K -9,358 -27%
CIP
164
Convergence Investment Partners
Florida
$1.67M +$61K +887 +4%
CONA
165
Capital One National Association
New York
$1.66M +$53.3K +775 +3%
CIM
166
CenturyLink Investment Management
Colorado
$1.61M
SG Americas Securities
167
SG Americas Securities
New York
$1.58M +$1.18M +17,111 +291%
DIA
168
Dana Investment Advisors
Wisconsin
$1.54M +$1.54M +22,479 New
UCFA
169
United Capital Financial Advisors
Texas
$1.51M +$238K +3,463 +19%
AIP
170
Ameritas Investment Partners
Nebraska
$1.51M -$26.9K -391 -2%
VOYA Investment Management
171
VOYA Investment Management
Georgia
$1.5M -$70.4K -1,024 -4%
FQ
172
First Quadrant
California
$1.47M +$550 +8 +0%
ACI
173
AMP Capital Investors
Australia
$1.38M +$1.38M +20,060 New
State of Tennessee, Department of Treasury
174
State of Tennessee, Department of Treasury
Tennessee
$1.37M +$1.37M +20,000 New
DIA
175
Denver Investment Advisors
Colorado
$1.31M +$12.1K +176 +0.9%

OSK Hedge Fund Activity: Q1 2017 in Review

339 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2017, worth a combined $4.89B — up 6.4% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OSK positions and 46 closed out — a net gain of 13 holders — while 127 added to existing stakes and 117 trimmed.

The largest buyer was BlackRock, adding an estimated $434M. The largest seller was Fidelity Investments, cutting an estimated $99.2M.

  • 339 institutional investors held Oshkosh (OSK) as of Q1 2017, up from 336 in Q4 2016.
  • Funds reported $4.89B of Oshkosh stock for Q1 2017, up 6.4% quarter-over-quarter.
  • 59 funds opened new Oshkosh positions in Q1 2017 and 46 closed out, a net change of +13 holders.
  • The largest Oshkosh buyer in Q1 2017 was BlackRock, an estimated $434M added.
  • The largest Oshkosh seller in Q1 2017 was Fidelity Investments, an estimated $99.2M sold.

Based on aggregated 13F filings for Q1 2017.