Oshkosh
239 hedge funds and large institutions have $2.81B invested in Oshkosh in 2015 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 95 increasing their positions, 80 reducing their positions, and 48 closing their positions.
193% more call options, than puts
Call options by funds: $18.9M | Put options by funds: $6.46M
19% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 80
2.3% less ownership
Funds ownership: 101.24% → 98.95% (-2.3%)
6% less funds holding
Funds holding: 254 → 239 (-15)
16% less capital invested
Capital invested by funds: $3.35B → $2.81B (-$539M)
29% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 48
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$57.9M |
| 2 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$51.1M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$21.5M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$16.5M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ninety One (UK)
London,
United Kingdom
|
-$88M |
| 2 |
UIM
USS Investment Management
London,
United Kingdom
|
-$48.9M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$32.1M |
| 4 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$31M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$26.4M |
OSK Hedge Fund Activity: Q3 2015 in Review
239 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2015, worth a combined $2.81B — down 16% from $3.35B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of OSK and 34 opened new positions — a net loss of 14 holders — while 80 trimmed existing stakes and 95 added.
The largest buyer was Balyasny Asset Management, adding an estimated $57.9M. The largest seller was Ninety One (UK), exiting entirely with an estimated $88M sold.
- 239 institutional investors held Oshkosh (OSK) as of Q3 2015, down from 254 in Q2 2015.
- Funds reported $2.81B of Oshkosh stock for Q3 2015, down 16% quarter-over-quarter.
- 34 funds opened new Oshkosh positions in Q3 2015 and 48 closed out, a net change of -14 holders.
- The largest Oshkosh buyer in Q3 2015 was Balyasny Asset Management, an estimated $57.9M added.
- The largest Oshkosh seller in Q3 2015 was Ninety One (UK), an estimated $88M sold.
Based on aggregated 13F filings for Q3 2015.