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339 hedge funds and large institutions have $4.89B invested in Oshkosh in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 117 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $4.52M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

6% more capital invested

Capital invested by funds: $4.6B → $4.89B (+$295M)

9% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 117

1% more funds holding

Funds holding: 336339 (+3)

0.2% more ownership

Funds ownership: 95.3%95.5% (+0.2%)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
339
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
8.44%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
59
Increased
127
Reduced
117
Closed
46
Calls
$10.9M
Puts
$4.52M
Net Calls
+$6.41M
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
201
Corient Capital Partners
California
$807K +$72.5K +1,055 +10%
AB
202
Amalgamated Bank
New York
$793K +$22.1K +322 +3%
PA
203
Profund Advisors
Maryland
$773K -$94K -1,368 -11%
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$748K -$8.66K -126 -1%
VRS
205
Virginia Retirement Systems
Virginia
$748K +$749K +10,900 New
JIP
206
Jaffetilchin Investment Partners
Florida
$747K +$139K +2,023 +23%
CC
207
Cipher Capital
New York
$745K +$351K +5,108 +89%
Stifel Financial
208
Stifel Financial
Missouri
$742K -$206K -3,002 -22%
GC
209
Globeflex Capital
California
$729K +$730K +10,627 New
SIA
210
Sit Investment Associates
Minnesota
$700K +$701K +10,200 New
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$698K -$47.1K -685 -6%
Creative Planning
212
Creative Planning
Kansas
$669K -$4.26K -62 -0.6%
SAM
213
Securian Asset Management
Minnesota
$655K +$20.5K +299 +3%
AG
214
Algert Global
California
$642K -$293K -4,270 -31%
HHC
215
Hutchin Hill Capital
New York
$631K -$5.58M -81,200 -90%
Pacer Advisors
216
Pacer Advisors
Pennsylvania
$614K +$174K +2,525 +39%
CFA
217
Camarda Financial Advisors
Florida
$609K +$610K +8,873 New
SI
218
SII Investments
Wisconsin
$597K -$156K -2,273 -20%
Credit Agricole
219
Credit Agricole
France
$595K -$1.08M -15,686 -64%
GS
220
GAM Systematic
United Kingdom
$591K +$592K +8,617 New
Zurich Cantonal Bank
221
Zurich Cantonal Bank
Switzerland
$587K +$405K +5,890 +221%
NIT
222
NumerixS Investment Technologies
British Columbia, Canada
$586K -$2.22M -32,351 -79%
FA
223
FDx Advisors
Illinois
$580K +$76.6K +1,115 +15%
WT
224
Whittier Trust
California
$578K +$26K +379 +5%
LPL Financial
225
LPL Financial
California
$577K +$127K +1,854 +28%

OSK Hedge Fund Activity: Q1 2017 in Review

339 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2017, worth a combined $4.89B — up 6.4% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OSK positions and 46 closed out — a net gain of 13 holders — while 127 added to existing stakes and 117 trimmed.

The largest buyer was BlackRock, adding an estimated $434M. The largest seller was Fidelity Investments, cutting an estimated $99.2M.

  • 339 institutional investors held Oshkosh (OSK) as of Q1 2017, up from 336 in Q4 2016.
  • Funds reported $4.89B of Oshkosh stock for Q1 2017, up 6.4% quarter-over-quarter.
  • 59 funds opened new Oshkosh positions in Q1 2017 and 46 closed out, a net change of +13 holders.
  • The largest Oshkosh buyer in Q1 2017 was BlackRock, an estimated $434M added.
  • The largest Oshkosh seller in Q1 2017 was Fidelity Investments, an estimated $99.2M sold.

Based on aggregated 13F filings for Q1 2017.