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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
TMC
201
Trellus Management Company
Florida
$214K +$200K +4,400 New
BC
202
Burney Company
Virginia
$207K -$33.2K -730 -15%
OI
203
Oakbrook Investments
Illinois
$207K +$193K +4,249 New
NV
204
Nair Vinay
$200K +$186K +4,101 New
FMT
205
First Mercantile Trust
Tennessee
$170K – – –
PCM
206
Prelude Capital Management
New York
$165K +$31.8K +700 +26%
Teacher Retirement System of Texas
207
Teacher Retirement System of Texas
Texas
$125K -$19.9K -439 -15%
OMCS
208
Old Mutual Customised Solutions
South Africa
$122K – – –
GWS
209
Glassman Wealth Services
Virginia
$122K +$114K +2,503 New
RC
210
RegentAtlantic Capital
New Jersey
$113K +$106K +2,330 New
AAM
211
Advisors Asset Management
Colorado
$107K -$9.09K -200 -8%
PG
212
PEAK6 Group
Illinois
$91K +$84.9K +1,868 New
LTFS
213
Ladenburg Thalmann Financial Services
Florida
$63K +$35.1K +773 +143%
Envestnet Asset Management
214
Envestnet Asset Management
Illinois
$60K +$1.64K +36 +3%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$48K -$68.2K -1,501 -60%
Creative Planning
216
Creative Planning
Kansas
$45K +$31.8K +699 +300%
TRCT
217
Tower Research Capital (TRC)
New York
$38K -$23.8K -524 -40%
CAL
218
Capital Analysts LLC
Pennsylvania
$32K +$6.04K +133 +25%
WCBA
219
Weaver C. Barksdale & Associates
Tennessee
$31K -$2.45K -54 -8%
TDC
220
Thompson Davis & Co
Virginia
$31K +$5.86K +129 +26%
VNA
221
Valley National Advisers
Pennsylvania
$25K +$22.7K +500 New
PSI
222
Pinnacle Summer Investments
Virginia
$19K -$25K -550 -56%
MA
223
MUFG Americas
New York
$19K – – –
AW
224
Alpha Windward
Massachusetts
$19K +$3.68K +81 +26%
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$18K -$321K -7,075 -95%
7 8
9
10 11

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.