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315 hedge funds and large institutions have $4.93B invested in Oshkosh in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 130 increasing their positions, 110 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 110

1% more capital invested

Capital invested by funds: $4.89B → $4.93B (+$35.2M)

0.17% more ownership

Funds ownership: 95.5%95.66% (+0.17%)

7% less funds holding

Funds holding: 339315 (-24)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

47% less call options, than puts

Call options by funds: $7.53M | Put options by funds: $14.2M

Holders
315
Holders Change
-24
Holders Change %
-7.08%
% of All Funds
7.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
130
Reduced
110
Closed
45
Calls
$7.53M
Puts
$14.2M
Net Calls
-$6.67M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BTNA
176
Bremer Trust National Association
Minnesota
$1.26M -$9.36K -139 -0.8%
JIR
177
James Investment Research
Ohio
$1.23M +$1.06M +15,685 +747%
HVIA
178
Hudson Valley Investment Advisors
New York
$1.19M +$9.43K +140 +0.8%
Victory Capital Management
179
Victory Capital Management
Texas
$1.12M +$193K +2,872 +21%
SCM
180
Stevens Capital Management
Pennsylvania
$1.1M -$35.2K -522 -3%
HMS
181
Hanseatic Management Services
New Mexico
$1.08M +$2.76K +41 +0.3%
RJFSA
182
Raymond James Financial Services Advisors
Florida
$1.08M +$60.6K +900 +6%
VRS
183
Virginia Retirement Systems
Virginia
$1.04M +$283K +4,200 +39%
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$1.03M +$2.42K +36 +0.2%
AAIM
185
American Assets Investment Management
California
$1.03M
AB
186
Amalgamated Bank
New York
$1.01M +$208K +3,082 +27%
WPC
187
White Pine Capital
Minnesota
$995K -$28.6K -425 -3%
VKH
188
Virtu KCG Holdings
New York
$960K -$21.6K -321 -2%
GCP
189
GSA Capital Partners
United Kingdom
$951K -$322K -4,775 -26%
Acadian Asset Management
190
Acadian Asset Management
Massachusetts
$945K -$783K -11,628 -46%
URS
191
Utah Retirement Systems
Utah
$941K +$26.9K +400 +3%
GC
192
Globeflex Capital
California
$932K +$196K +2,910 +27%
CIP
193
Convergence Investment Partners
Florida
$918K -$744K -11,047 -45%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$907K -$41K -608 -4%
Jacobs Levy Equity Management
195
Jacobs Levy Equity Management
New Jersey
$902K +$882K +13,090 New
NMIMC
196
Northwestern Mutual Investment Management Company
Wisconsin
$887K +$1.15K +17 +0.1%
SDIC
197
South Dakota Investment Council
South Dakota
$875K
CCP
198
Corient Capital Partners
California
$864K +$52K +772 +7%
CBOA
199
Commonwealth Bank of Australia
Australia
$846K -$94.3K -1,400 -10%
1GA
200
1st Global Advisors
Texas
$841K +$532K +7,901 +184%

OSK Hedge Fund Activity: Q2 2017 in Review

315 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2017, worth a combined $4.93B — up 0.72% from $4.89B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of OSK and 25 opened new positions — a net loss of 20 holders — while 110 trimmed existing stakes and 130 added.

The largest buyer was JP Morgan Chase, adding an estimated $71.7M. The largest seller was Capital World Investors, cutting an estimated $31.3M.

  • 315 institutional investors held Oshkosh (OSK) as of Q2 2017, down from 339 in Q1 2017.
  • Funds reported $4.93B of Oshkosh stock for Q2 2017, up 0.72% quarter-over-quarter.
  • 25 funds opened new Oshkosh positions in Q2 2017 and 45 closed out, a net change of -20 holders.
  • The largest Oshkosh buyer in Q2 2017 was JP Morgan Chase, an estimated $71.7M added.
  • The largest Oshkosh seller in Q2 2017 was Capital World Investors, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2017.