Oshkosh
OSK
286 hedge funds and large institutions have $3.84B invested in Oshkosh in 2013 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 94 increasing their positions, 111 reducing their positions, and 24 closing their positions.
426% more call options, than puts
Call options by funds: $36.3M | Put options by funds: $6.9M
104% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 24
10% more funds holding
Funds holding: 261 → 286 (+25)
1% less capital invested
Capital invested by funds: $3.89B → $3.84B (-$51.7M)
1.37% less ownership
Funds ownership: 91.48% → 90.1% (-1.4%)
15% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 111
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
+$127M |
| 2 |
FAM
Fred Alger Management
New York
|
+$19M |
| 3 |
Millennium Management
New York
|
+$15.8M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$14.6M |
| 5 |
Bank of New York Mellon
New York
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$64M |
| 2 |
OAMG
Odey Asset Management Group
London,
United Kingdom
|
-$63.4M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$48.4M |
| 4 |
TAM
Third Avenue Management
New York
|
-$40.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.3M |
OSK Hedge Fund Activity: Q4 2013 in Review
286 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2013, worth a combined $3.84B — down 1.3% from $3.89B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new OSK positions and 24 closed out — a net gain of 25 holders — while 94 added to existing stakes and 111 trimmed.
The largest buyer was Aristotle Capital Management, opening a new position worth an estimated $127M. The largest seller was Lord, Abbett & Co, cutting an estimated $64M.
- 286 institutional investors held Oshkosh (OSK) as of Q4 2013, up from 261 in Q3 2013.
- Funds reported $3.84B of Oshkosh stock for Q4 2013, down 1.3% quarter-over-quarter.
- 49 funds opened new Oshkosh positions in Q4 2013 and 24 closed out, a net change of +25 holders.
- The largest Oshkosh buyer in Q4 2013 was Aristotle Capital Management, an estimated $127M added.
- The largest Oshkosh seller in Q4 2013 was Lord, Abbett & Co, an estimated $64M sold.
Based on aggregated 13F filings for Q4 2013.