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265 hedge funds and large institutions have $3.39B invested in Oshkosh in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

346% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $7.75M | Put options by funds: $5.03M

19% more funds holding

Funds holding: 222265 (+43)

10% more capital invested

Capital invested by funds: $3.09B → $3.39B (+$297M)

8% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 86

7.35% less ownership

Funds ownership: 104.07%96.72% (-7.4%)

Holders
265
Holders Change
+43
Holders Change %
+19.37%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
93
Reduced
86
Closed
13
Calls
$7.75M
Puts
$5.03M
Net Calls
+$2.72M
Net Calls Change
+$988K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$344M -$145M -3,277,941 -31%
Vanguard Group
2
Vanguard Group
Pennsylvania
$253M +$8.32M +187,531 +4%
Aristotle Capital Management
3
Aristotle Capital Management
California
$199M +$1.11M +24,937 +0.6%
Capital Research Global Investors
4
Capital Research Global Investors
California
$196M -$94.4M -2,128,377 -34%
Harris Associates
5
Harris Associates
Illinois
$153M -$1.16M -26,200 -0.8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$134M +$3.91M +88,124 +3%
BFA
7
BlackRock Fund Advisors
California
$121M +$5.57M +125,623 +5%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$108M +$15.6M +350,960 +18%
AllianceBernstein
9
AllianceBernstein
Tennessee
$107M +$1.73M +38,909 +2%
BIT
10
BlackRock Institutional Trust
California
$106M +$3.63M +81,728 +4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$105M -$19.2M -432,000 -16%
Canada Life
12
Canada Life
Manitoba, Canada
$103M +$4.45M +100,208 +5%
State Street
13
State Street
Massachusetts
$94.9M -$1.2M -27,058 -1%
American Century Companies
14
American Century Companies
Missouri
$81.1M -$13.7M -308,919 -15%
LSV Asset Management
15
LSV Asset Management
Illinois
$69.1M +$3.15M +70,906 +5%
CWAM
16
Columbia Wanger Asset Management
Illinois
$63.7M -$6.71M -151,285 -10%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$63.6M -$666K -15,020 -1%
Ameriprise
18
Ameriprise
Minnesota
$50.5M -$181K -4,089 -0.4%
State of Wisconsin Investment Board
19
State of Wisconsin Investment Board
Wisconsin
$47.7M -$155K -3,490 -0.3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$40.5M -$101K -2,268 -0.3%
PI
21
Putnam Investments
Massachusetts
$38.8M -$3.11M -70,139 -8%
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$38.7M +$853K +19,234 +2%
Northern Trust
23
Northern Trust
Illinois
$36.3M -$960K -21,644 -3%
VFA
24
Virtus Fund Advisers
Connecticut
$35.9M -$12.8M -288,650 -28%
Norges Bank
25
Norges Bank
Norway
$32.6M +$59K +1,330 +0.2%

OSK Hedge Fund Activity: Q2 2016 in Review

265 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2016, worth a combined $3.39B — up 9.6% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new OSK positions and 13 closed out — a net gain of 45 holders — while 93 added to existing stakes and 86 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $15.6M. The largest seller was Capital World Investors, cutting an estimated $145M.

  • 265 institutional investors held Oshkosh (OSK) as of Q2 2016, up from 222 in Q1 2016.
  • Funds reported $3.39B of Oshkosh stock for Q2 2016, up 9.6% quarter-over-quarter.
  • 58 funds opened new Oshkosh positions in Q2 2016 and 13 closed out, a net change of +45 holders.
  • The largest Oshkosh buyer in Q2 2016 was Thrivent Financial for Lutherans, an estimated $15.6M added.
  • The largest Oshkosh seller in Q2 2016 was Capital World Investors, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2016.