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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
DCM
201
Driehaus Capital Management
Illinois
$819K -$1.23M -18,187 -60%
COPPSERS
202
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$752K +$1.15K +17 +0.2%
AIM
203
Alambic Investment Management
California
$750K +$734K +10,890 New
FWIA
204
Fort Washington Investment Advisors
Ohio
$745K -$78.8K -1,170 -10%
Pacer Advisors
205
Pacer Advisors
Pennsylvania
$741K +$121K +1,803 +20%
BCM
206
BlueCrest Capital Management
Jersey
$736K +$720K +10,684 New
Fidelity Investments
207
Fidelity Investments
Massachusetts
$730K +$337K +5,000 +89%
Stifel Financial
208
Stifel Financial
Missouri
$724K -$23K -341 -3%
Creative Planning
209
Creative Planning
Kansas
$684K +$11.7K +174 +2%
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$674K -$26.6K -395 -4%
GS
211
GAM Systematic
United Kingdom
$672K +$77.1K +1,145 +13%
SAM
212
Securian Asset Management
Minnesota
$650K -$7.48K -111 -1%
SI
213
SII Investments
Wisconsin
$643K +$34.6K +514 +6%
FA
214
FDx Advisors
Illinois
$643K +$59.3K +880 +10%
IG
215
ING Group
Netherlands
$627K +$613K +9,099 New
WIS
216
Wright Investors Service
Connecticut
$623K +$237K +3,525 +64%
WT
217
Whittier Trust
California
$597K +$15.7K +233 +3%
IR
218
Invictus RG
Bermuda
$571K +$427K +6,341 +326%
PA
219
Profund Advisors
Maryland
$546K -$225K -3,339 -30%
William Blair & Company
220
William Blair & Company
Illinois
$544K +$202K +3,000 +61%
CFA
221
Camarda Financial Advisors
Florida
$540K -$69.5K -1,032 -12%
WAM
222
Wealthspire Advisors (Maryland)
Maryland
$530K -$31.4K -466 -6%
AW
223
Alpha Windward
Massachusetts
$518K +$480K +7,132 +1,838%
Los Angeles Capital Management
224
Los Angeles Capital Management
California
$512K +$72.1K +1,070 +17%
LPL Financial
225
LPL Financial
California
$509K -$79.5K -1,180 -14%

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.