Oshkosh
247 hedge funds and large institutions have $3.87B invested in Oshkosh in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 25 closing their positions.
606% more call options, than puts
Call options by funds: $31.8M | Put options by funds: $4.5M
20% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 25
9% more capital invested
Capital invested by funds: $3.55B → $3.87B (+$327M)
8.3% more ownership
Funds ownership: 93.37% → 101.67% (+8.3%)
1% more funds holding
Funds holding: 245 → 247 (+2)
11% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 92
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$196M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$60.4M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$52M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$39.1M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$36.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$49.3M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$41.7M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
-$39.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$24.7M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$16.4M |
OSK Hedge Fund Activity: Q1 2015 in Review
247 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2015, worth a combined $3.87B — up 9.2% from $3.55B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new OSK positions and 25 closed out — a net gain of 5 holders — while 82 added to existing stakes and 92 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $196M. The largest seller was Virtus Fund Advisers, cutting an estimated $49.3M.
- 247 institutional investors held Oshkosh (OSK) as of Q1 2015, up from 245 in Q4 2014.
- Funds reported $3.87B of Oshkosh stock for Q1 2015, up 9.2% quarter-over-quarter.
- 30 funds opened new Oshkosh positions in Q1 2015 and 25 closed out, a net change of +5 holders.
- The largest Oshkosh buyer in Q1 2015 was Capital Research Global Investors, an estimated $196M added.
- The largest Oshkosh seller in Q1 2015 was Virtus Fund Advisers, an estimated $49.3M sold.
Based on aggregated 13F filings for Q1 2015.