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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
ACI
201
Advance Capital I
Michigan
$397K -$178K -4,000 -33%
DVM
202
Dreman Value Management
Florida
$365K +$332K +7,459 New
OC
203
Oarsman Capital
Wisconsin
$362K +$48.9K +1,100 +17%
AG
204
Algert Global
California
$360K +$327K +7,340 New
HIM
205
Hillsdale Investment Management
Ontario, Canada
$359K -$22.2K -500 -6%
COI
206
Connable Office Inc
Michigan
$357K +$30.3K +680 +10%
Truist Financial
207
Truist Financial
North Carolina
$349K +$317K +7,134 New
ACI
208
AMP Capital Investors
Australia
$343K +$314K +7,049 New
KBC Group
209
KBC Group
Belgium
$341K -$385K -8,644 -55%
BNP Paribas Financial Markets
210
BNP Paribas Financial Markets
France
$331K +$300K +6,750 New
WT
211
Wilmington Trust
Delaware
$300K -$3.38K -76 -1%
Chevy Chase Trust
212
Chevy Chase Trust
Maryland
$294K
Mariner
213
Mariner
Kansas
$289K
JHIU
214
Janus Henderson Investors US
Colorado
$264K -$917K -20,600 -79%
SCM
215
Stux Capital Management
New York
$264K +$240K +5,400 New
BMCMI
216
Bryn Mawr Capital Management Inc
Pennsylvania
$258K -$91.5K -2,057 -28%
Commonwealth Equity Services
217
Commonwealth Equity Services
Massachusetts
$250K -$6.9K -155 -3%
HIMCH
218
Hartford Investment Management Co (HIMCO)
Connecticut
$245K +$223K +5,009 New
WIM
219
Wilen Investment Management
Florida
$245K +$227K +5,100 New
CBU
220
CIBC Bank USA
Illinois
$211K +$191K +4,300 New
SCA
221
SAC Capital Advisors
Connecticut
$206K -$3.95M -88,730 -95%
Tudor Investment Corp
222
Tudor Investment Corp
Connecticut
$206K -$400K -9,000 -68%
TC
223
TradeLink Capital
Illinois
$203K -$78.7K -1,768 -30%
Citigroup
224
Citigroup
New York
$147K -$425K -9,544 -76%
AAM
225
Advisors Asset Management
Colorado
$132K -$4.45K -100 -4%

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.