Oshkosh
245 hedge funds and large institutions have $3.55B 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.
8% more capital invested
Capital invested by funds: $3.29B → $3.55B (+$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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$73.5M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$58.8M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$23.7M |
| 4 |
RIM
Rainier Investment Management
Seattle,
Washington
|
+$22.8M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$38.9M |
| 2 |
SG
Swarthmore Group
Philadelphia,
Pennsylvania
|
-$31.3M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$28.2M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$25.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$21.2M |
OSK Hedge Fund Activity: Q4 2014 in Review
245 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2014, worth a combined $3.55B — up 7.9% from $3.29B 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 $3.55B 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.