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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
NIT
201
NumerixS Investment Technologies
British Columbia, Canada
$324K +$302K +6,800 New
ProShare Advisors
202
ProShare Advisors
Maryland
$323K -$34.1K -768 -10%
FMT
203
First Mercantile Trust
Tennessee
$310K +$62.1K +1,400 +27%
PTC
204
Petrus Trust Company
Texas
$300K +$279K +6,292 New
CIM
205
Calvert Investment Management
Maryland
$283K +$6.83K +154 +3%
CONA
206
Capital One National Association
New York
$259K -$32.6K -734 -12%
MAM
207
Meeder Asset Management
Ohio
$257K +$239K +5,386 New
PAM
208
Princeton Alpha Management
New Jersey
$245K +$228K +5,144 New
TRCT
209
Tower Research Capital (TRC)
New York
$244K +$212K +4,767 +1,386%
CL
210
CSS LLC
Illinois
$241K -$48.8K -1,100 -18%
RHBC
211
R.H. Bluestein & Co
Michigan
$239K -$222K -5,000 -50%
PP
212
Paloma Partners
Connecticut
$238K +$221K +4,987 New
PVWM
213
Point View Wealth Management
New Jersey
$226K -$33.2K -748 -14%
PAM
214
Panagora Asset Management
Massachusetts
$221K
WIM
215
Wilen Investment Management
Florida
$221K +$209K +4,700 New
LIA
216
LS Investment Advisors
Michigan
$216K +$86.7K +1,955 +76%
WAM
217
World Asset Management
Michigan
$216K +$201K +4,526 New
LI
218
LVZ Inc
Michigan
$214K +$199K +4,479 New
Commonwealth Equity Services
219
Commonwealth Equity Services
Massachusetts
$211K +$196K +4,414 New
OC
220
Oarsman Capital
Wisconsin
$208K +$193K +4,350 New
1GA
221
1st Global Advisors
Texas
$205K +$191K +4,300 New
ABC
222
Associated Banc-Corp
Wisconsin
$201K -$2.87M -64,705 -94%
Pacer Advisors
223
Pacer Advisors
Pennsylvania
$201K +$187K +4,208 New
US Bancorp
224
US Bancorp
Minnesota
$150K +$1.51K +34 +1%
BJ
225
BlackRock Japan
Japan
$127K +$118K +2,657 New

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.