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Oshkosh
OSK

245 hedge funds and large institutions have $3.54B invested in Oshkosh in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $3.28B → $3.54B (+$259M)

5.76% more ownership

Funds ownership: 87.61% → 93.37% (+5.8%)

3% less funds holding

Funds holding: 252 → 245 (-7)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

43% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 113

46% less call options, than puts

Call options by funds: $4.24M | Put options by funds: $7.84M

Holders
245
Holders Change
-7
Holders Change %
-2.78%
% of All Funds
6.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
64
Reduced
113
Closed
40
Calls
$4.24M
Puts
$7.84M
Net Calls
-$3.59M
Net Calls Change
+$947K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$73.5M
2
American Century Companies
American Century Companies
Missouri
+$58.8M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$23.7M
4
RIM
Rainier Investment Management
Washington
+$22.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$21.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$38.9M
2
SG
Swarthmore Group
Pennsylvania
-$31.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$28.2M
4
Prudential Financial
Prudential Financial
New Jersey
-$25.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBOA
176
Commonwealth Bank of Australia
Australia
$389K +$109K +2,389 +43%
WT
177
Whittier Trust
California
$380K – – –
CAM
178
Capstone Asset Management
Texas
$368K -$2.27K -50 -0.7%
CAN
179
Cetera Advisor Networks
California
$362K – – –
M&T Bank
180
M&T Bank
New York
$352K -$6.36K -140 -2%
KAM
181
Keeley Asset Management
Illinois
$351K +$328K +7,220 New
ARC
182
Absolute Return Capital
Massachusetts
$342K -$1.39M -30,573 -81%
RSS
183
Rosenblum Silverman Sutton
California
$341K – – –
Mackenzie Financial
184
Mackenzie Financial
Ontario, Canada
$333K +$35.6K +784 +13%
WG
185
Winton Group
United Kingdom
$332K -$829K -18,240 -73%
Tudor Investment Corp
186
Tudor Investment Corp
Connecticut
$326K -$734K -16,158 -71%
Two Sigma Advisers
187
Two Sigma Advisers
New York
$318K +$297K +6,536 New
BRWM
188
B. Riley Wealth Management
Tennessee
$311K -$313K -6,900 -52%
OC
189
Oarsman Capital
Wisconsin
$304K – – –
WAM
190
World Asset Management
Michigan
$298K -$58.4K -1,285 -17%
Mariner
191
Mariner
Kansas
$287K – – –
SI
192
SII Investments
Wisconsin
$277K -$8.95K -197 -3%
BlackRock
193
BlackRock
New York
$273K +$58.3K +1,283 +30%
Truist Financial
194
Truist Financial
North Carolina
$255K +$1.59K +35 +0.7%
VIA
195
Vident Investment Advisory
Georgia
$253K +$236K +5,192 New
WIM
196
Wilen Investment Management
Florida
$245K – – –
COI
197
Connable Office Inc
Michigan
$242K -$7.54K -166 -3%
DVM
198
Dreman Value Management
Florida
$227K +$98.9K +2,176 +87%
LPL Financial
199
LPL Financial
California
$225K +$210K +4,626 New
LI
200
LVZ Inc
Michigan
$218K +$203K +4,479 New
6 7
8
9 10

OSK Hedge Fund Activity: Q4 2014 in Review

245 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2014, worth a combined $3.54B — up 7.9% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of OSK and 36 opened new positions — a net loss of 4 holders — while 113 trimmed existing stakes and 64 added.

The largest buyer was Brandywine Global Investment Management, adding an estimated $73.5M. The largest seller was Principal Financial Group, cutting an estimated $38.9M.

  • 245 institutional investors held Oshkosh (OSK) as of Q4 2014, down from 252 in Q3 2014.
  • Funds reported $3.54B of Oshkosh stock for Q4 2014, up 7.9% quarter-over-quarter.
  • 36 funds opened new Oshkosh positions in Q4 2014 and 40 closed out, a net change of -4 holders.
  • The largest Oshkosh buyer in Q4 2014 was Brandywine Global Investment Management, an estimated $73.5M added.
  • The largest Oshkosh seller in Q4 2014 was Principal Financial Group, an estimated $38.9M sold.

Based on aggregated 13F filings for Q4 2014.