We are live on ! Find out more

261 hedge funds and large institutions have $3.89B invested in Oshkosh in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $5.78M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

33% more capital invested

Capital invested by funds: $2.93B → $3.89B (+$957M)

19% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 83

8% more funds holding

Funds holding: 241261 (+20)

2.46% more ownership

Funds ownership: 89.02%91.48% (+2.5%)

Holders
261
Holders Change
+20
Holders Change %
+8.3%
% of All Funds
8.46%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
46
Increased
99
Reduced
83
Closed
24
Calls
$11.5M
Puts
$5.78M
Net Calls
+$5.76M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Profund Advisors
Maryland
$733K +$221K +4,977 +50%
MERSOM
177
Municipal Employees' Retirement System of Michigan
Michigan
$710K +$645K +14,500 New
FCBT
178
First Citizens Bank & Trust
North Carolina
$701K -$335K -7,525 -34%
AIP
179
Ameritas Investment Partners
Nebraska
$675K +$614K +13,787 New
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$657K +$82.4K +1,851 +16%
VKH
181
Virtu KCG Holdings
New York
$651K +$592K +13,298 New
WCM
182
Wedge Capital Management
North Carolina
$642K -$53.4K -1,200 -8%
SAM
183
Securian Asset Management
Minnesota
$634K -$8.01K -180 -1%
SB
184
Suntrust Banks
Georgia
$614K +$6.23K +140 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
185
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$604K -$364K -8,187 -40%
NG
186
NatWest Group
United Kingdom
$598K +$543K +12,205 New
Luther King Capital Management (LKCM)
187
Luther King Capital Management (LKCM)
Texas
$589K +$3.56K +80 +0.7%
OI
188
Oakbrook Investments
Illinois
$578K -$102K -2,300 -16%
WC
189
Wexford Capital
Florida
$539K +$489K +11,000 New
WAM
190
World Asset Management
Michigan
$537K -$68.2K -1,532 -12%
JIC
191
Johnson Investment Counsel
Ohio
$534K
Teacher Retirement System of Texas
192
Teacher Retirement System of Texas
Texas
$499K +$215K +4,831 +90%
AW
193
Alpha Windward
Massachusetts
$480K -$40K -900 -8%
SCM
194
Shelton Capital Management
Colorado
$476K
RBA
195
Richard Bernstein Advisors
New York
$472K
BIM
196
BRC Investment Management
Colorado
$468K +$426K +9,564 New
VRS
197
Virginia Retirement Systems
Virginia
$446K
Jennison Associates
198
Jennison Associates
New York
$445K -$31.6K -711 -7%
WMSA
199
Weiss Multi-Strategy Advisers
New York
$421K +$383K +8,600 New
ProShare Advisors
200
ProShare Advisors
Maryland
$405K +$117K +2,633 +47%

OSK Hedge Fund Activity: Q3 2013 in Review

261 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2013, worth a combined $3.89B — up 33% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OSK positions and 24 closed out — a net gain of 22 holders — while 99 added to existing stakes and 83 trimmed.

The largest buyer was Capital World Investors, adding an estimated $89M. The largest seller was Franklin Resources, exiting entirely with an estimated $134M sold.

  • 261 institutional investors held Oshkosh (OSK) as of Q3 2013, up from 241 in Q2 2013.
  • Funds reported $3.89B of Oshkosh stock for Q3 2013, up 33% quarter-over-quarter.
  • 46 funds opened new Oshkosh positions in Q3 2013 and 24 closed out, a net change of +22 holders.
  • The largest Oshkosh buyer in Q3 2013 was Capital World Investors, an estimated $89M added.
  • The largest Oshkosh seller in Q3 2013 was Franklin Resources, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2013.