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265 hedge funds and large institutions have $3.39B invested in Oshkosh in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

346% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $7.75M | Put options by funds: $5.03M

19% more funds holding

Funds holding: 222265 (+43)

10% more capital invested

Capital invested by funds: $3.09B → $3.39B (+$297M)

8% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 86

7.35% less ownership

Funds ownership: 104.07%96.72% (-7.4%)

Holders
265
Holders Change
+43
Holders Change %
+19.37%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
93
Reduced
86
Closed
13
Calls
$7.75M
Puts
$5.03M
Net Calls
+$2.72M
Net Calls Change
+$988K
Name Holding Trade Value Shares
Change
Change in
Stake
GS
176
GAM Systematic
United Kingdom
$525K +$488K +11,005 New
HSBC Holdings
177
HSBC Holdings
United Kingdom
$513K -$131K -2,963 -22%
Teacher Retirement System of Texas
178
Teacher Retirement System of Texas
Texas
$493K +$51.4K +1,159 +13%
JHIU
179
Janus Henderson Investors US
Colorado
$472K -$204K -4,600 -32%
KBC Group
180
KBC Group
Belgium
$469K -$1.19M -26,774 -73%
Citigroup
181
Citigroup
New York
$460K +$291K +6,551 +212%
CIM
182
CenturyLink Investment Management
Colorado
$453K
BCM
183
Bayesian Capital Management
New York
$444K +$413K +9,300 New
SAM
184
Securian Asset Management
Minnesota
$424K -$40.9K -922 -9%
Capital Fund Management (CFM)
185
Capital Fund Management (CFM)
France
$420K +$390K +8,800 New
LPL Financial
186
LPL Financial
California
$417K +$64.6K +1,455 +19%
RJFSA
187
Raymond James Financial Services Advisors
Florida
$393K +$366K +8,241 New
CAM
188
Capstone Asset Management
Texas
$390K -$43K -970 -11%
WT
189
Whittier Trust
California
$381K +$4.3K +97 +1%
SCM
190
Shelton Capital Management
Colorado
$365K
Stifel Financial
191
Stifel Financial
Missouri
$365K +$63.4K +1,428 +23%
DDPIC
192
Deroy & Devereaux Private Investment Counsel
Michigan
$363K -$200K -4,500 -37%
IRF
193
IBM Retirement Fund
New York
$351K -$887 -20 -0.3%
Creative Planning
194
Creative Planning
Kansas
$346K +$281K +6,323 +685%
VKH
195
Virtu KCG Holdings
New York
$340K +$8.96K +202 +3%
CSS
196
Cubist Systematic Strategies
Connecticut
$339K +$315K +7,100 New
Tudor Investment Corp
197
Tudor Investment Corp
Connecticut
$331K +$308K +6,942 New
CAN
198
Cetera Advisor Networks
California
$330K -$26.8K -605 -8%
Los Angeles Capital Management
199
Los Angeles Capital Management
California
$326K +$303K +6,830 New
FA
200
FDx Advisors
Illinois
$325K +$32.6K +734 +12%

OSK Hedge Fund Activity: Q2 2016 in Review

265 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2016, worth a combined $3.39B — up 9.6% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new OSK positions and 13 closed out — a net gain of 45 holders — while 93 added to existing stakes and 86 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $15.6M. The largest seller was Capital World Investors, cutting an estimated $145M.

  • 265 institutional investors held Oshkosh (OSK) as of Q2 2016, up from 222 in Q1 2016.
  • Funds reported $3.39B of Oshkosh stock for Q2 2016, up 9.6% quarter-over-quarter.
  • 58 funds opened new Oshkosh positions in Q2 2016 and 13 closed out, a net change of +45 holders.
  • The largest Oshkosh buyer in Q2 2016 was Thrivent Financial for Lutherans, an estimated $15.6M added.
  • The largest Oshkosh seller in Q2 2016 was Capital World Investors, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2016.