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284 hedge funds and large institutions have $3.92B invested in Oshkosh in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

16% more capital invested

Capital invested by funds: $3.39B → $3.92B (+$532M)

15% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 91

7% more funds holding

Funds holding: 265284 (+19)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.15% less ownership

Funds ownership: 96.72%95.56% (-1.2%)

30% less call options, than puts

Call options by funds: $9.96M | Put options by funds: $14.2M

Holders
284
Holders Change
+19
Holders Change %
+7.17%
% of All Funds
7.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
105
Reduced
91
Closed
31
Calls
$9.96M
Puts
$14.2M
Net Calls
-$4.26M
Net Calls Change
-$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$363M -$38.8M -736,868 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$308M +$9.72M +184,564 +3%
AllianceBernstein
3
AllianceBernstein
Tennessee
$250M +$118M +2,235,189 +100%
Aristotle Capital Management
4
Aristotle Capital Management
California
$225M -$8.7M -165,202 -4%
Harris Associates
5
Harris Associates
Illinois
$179M -$576K -10,950 -0.3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$154M -$2.45M -46,510 -2%
BFA
7
BlackRock Fund Advisors
California
$149M +$6.46M +122,751 +5%
BIT
8
BlackRock Institutional Trust
California
$134M +$9.58M +182,020 +8%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$126M -$907K -17,220 -0.8%
Canada Life
10
Canada Life
Manitoba, Canada
$123M +$1.64M +31,199 +1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$121M -$2.45M -46,510 -2%
State Street
12
State Street
Massachusetts
$110M -$1.57M -29,733 -1%
LSV Asset Management
13
LSV Asset Management
Illinois
$77.6M -$3.26M -62,000 -4%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$74.2M -$423K -8,030 -0.6%
Capital Research Global Investors
15
Capital Research Global Investors
California
$70.9M -$150M -2,841,223 -69%
CWAM
16
Columbia Wanger Asset Management
Illinois
$64.9M -$9.31M -176,913 -13%
State of Wisconsin Investment Board
17
State of Wisconsin Investment Board
Wisconsin
$55.9M -$42.1K -800 -0.1%
AQR Capital Management
18
AQR Capital Management
Connecticut
$52.8M +$33.6M +639,060 +211%
Millennium Management
19
Millennium Management
New York
$52.4M +$17.5M +333,164 +55%
Ameriprise
20
Ameriprise
Minnesota
$51.4M -$7.43M -141,056 -13%
Goldman Sachs
21
Goldman Sachs
New York
$47.6M +$34.4M +653,484 +333%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$46.4M -$1.06M -20,160 -2%
Northern Trust
23
Northern Trust
Illinois
$44.8M +$2.05M +38,852 +5%
Norges Bank
24
Norges Bank
Norway
$38.1M +$1.47M +27,958 +4%
DRZID
25
DePrince Race & Zollo Inc (DRZ)
Florida
$33.9M -$10.8M -205,434 -25%

OSK Hedge Fund Activity: Q3 2016 in Review

284 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2016, worth a combined $3.92B — up 16% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new OSK positions and 31 closed out — a net gain of 22 holders — while 105 added to existing stakes and 91 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $118M. The largest seller was Capital Research Global Investors, cutting an estimated $150M.

  • 284 institutional investors held Oshkosh (OSK) as of Q3 2016, up from 265 in Q2 2016.
  • Funds reported $3.92B of Oshkosh stock for Q3 2016, up 16% quarter-over-quarter.
  • 53 funds opened new Oshkosh positions in Q3 2016 and 31 closed out, a net change of +22 holders.
  • The largest Oshkosh buyer in Q3 2016 was AllianceBernstein, an estimated $118M added.
  • The largest Oshkosh seller in Q3 2016 was Capital Research Global Investors, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2016.