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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
Capital World Investors
1
Capital World Investors
California
$522M +$89M +2,000,000 +23%
Vanguard Group
2
Vanguard Group
Pennsylvania
$239M +$8.74M +196,513 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$177M -$1.46M -32,922 -0.9%
AR
4
Advisory Research
Illinois
$156M +$10.7M +241,157 +8%
AL
5
AJO LP
Pennsylvania
$149M +$42.6M +956,600 +46%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$147M +$30.4M +683,165 +29%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$127M -$943K -21,197 -0.8%
State Street
8
State Street
Massachusetts
$121M -$2.27M -50,924 -2%
CWAM
9
Columbia Wanger Asset Management
Illinois
$117M -$9.66M -217,000 -8%
BIT
10
BlackRock Institutional Trust
California
$111M -$3.23M -72,594 -3%
BFA
11
BlackRock Fund Advisors
California
$105M +$2.43M +54,666 +3%
Prudential Financial
12
Prudential Financial
New Jersey
$94.6M +$270K +6,057 +0.3%
Canada Life
13
Canada Life
Manitoba, Canada
$85.1M +$2.91M +65,408 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$84.3M +$16.5M +371,224 +28%
FPA
15
First Pacific Advisors
California
$76.2M -$37.2M -835,900 -35%
State of Wisconsin Investment Board
16
State of Wisconsin Investment Board
Wisconsin
$65.5M -$15.7M -352,429 -21%
OAMG
17
Odey Asset Management Group
United Kingdom
$63.4M +$57.6M +1,293,670 New
Principal Financial Group
18
Principal Financial Group
Iowa
$62.9M +$9.6M +215,823 +20%
TAM
19
Third Avenue Management
New York
$61.2M -$15.5M -347,628 -22%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$55.6M +$3.77M +84,800 +8%
LSV Asset Management
21
LSV Asset Management
Illinois
$52.6M +$2.55M +57,200 +6%
TCIM
22
TIAA CREF Investment Management
New York
$51.9M +$18.1M +407,589 +63%
JP Morgan Chase
23
JP Morgan Chase
New York
$47.2M +$9.07M +203,930 +27%
Northern Trust
24
Northern Trust
Illinois
$42.9M +$3.32M +74,622 +9%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$40M -$10.3M -232,412 -22%

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.