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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
Capital World Investors
1
Capital World Investors
California
$518M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$234M -$7.35M -161,684 -3%
Aristotle Capital Management
3
Aristotle Capital Management
California
$155M +$1.75M +38,620 +1%
AR
4
Advisory Research
Illinois
$127M -$7.77M -171,138 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$115M – – –
CWAM
6
Columbia Wanger Asset Management
Illinois
$115M +$19.5M +429,300 +22%
American Century Companies
7
American Century Companies
Missouri
$114M +$58.8M +1,294,904 +122%
BFA
8
BlackRock Fund Advisors
California
$110M -$8.32M -183,074 -8%
Ninety One (UK)
9
Ninety One (UK)
United Kingdom
$107M -$4.23M -93,138 -4%
BIT
10
BlackRock Institutional Trust
California
$105M -$6.19M -136,211 -6%
State Street
11
State Street
Massachusetts
$103M -$7.74M -170,299 -7%
BGIM
12
Brandywine Global Investment Management
Pennsylvania
$94.6M +$73.5M +1,617,736 +496%
Canada Life
13
Canada Life
Manitoba, Canada
$86.9M +$5.35M +117,776 +7%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$71.8M -$2.12M -46,597 -3%
UIM
15
USS Investment Management
United Kingdom
$56.2M – – –
FPA
16
First Pacific Advisors
California
$54M +$109K +2,400 +0.2%
VFA
17
Virtus Fund Advisers
Connecticut
$52.5M +$4.25M +93,661 +9%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$51M -$1.77M -38,950 -4%
State of Wisconsin Investment Board
19
State of Wisconsin Investment Board
Wisconsin
$50.2M -$10.8M -237,836 -19%
LSV Asset Management
20
LSV Asset Management
Illinois
$50.2M +$43.6K +960 +0.1%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$48.8M +$3.36M +74,063 +8%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$45.8M -$5.34M -117,646 -11%
GC
23
Guggenheim Capital
Illinois
$43.4M +$6.24M +137,272 +18%
Northern Trust
24
Northern Trust
Illinois
$40.6M -$1.6M -35,242 -4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$40.6M -$13.8M -302,899 -27%
1
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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.