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339 hedge funds and large institutions have $4.89B invested in Oshkosh in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 117 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $4.52M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

6% more capital invested

Capital invested by funds: $4.6B → $4.89B (+$295M)

9% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 117

1% more funds holding

Funds holding: 336339 (+3)

0.2% more ownership

Funds ownership: 95.3%95.5% (+0.2%)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
339
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
8.44%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
59
Increased
127
Reduced
117
Closed
46
Calls
$10.9M
Puts
$4.52M
Net Calls
+$6.41M
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$464M +$66.9M +973,348 +17%
BlackRock
2
BlackRock
New York
$441M +$434M +6,316,906 +5,533%
AllianceBernstein
3
AllianceBernstein
Tennessee
$294M +$12.3M +178,674 +4%
Aristotle Capital Management
4
Aristotle Capital Management
California
$293M +$12.9M +188,368 +5%
AQR Capital Management
5
AQR Capital Management
Connecticut
$202M +$71.3M +1,037,968 +54%
Harris Associates
6
Harris Associates
Illinois
$143M -$31.8M -463,077 -18%
Capital World Investors
7
Capital World Investors
California
$139M -$687K -10,000 -0.5%
State Street
8
State Street
Massachusetts
$139M +$2.2M +32,017 +2%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$133M +$1.22M +17,700 +0.9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$128M -$39.6M -576,216 -24%
Canada Life
11
Canada Life
Manitoba, Canada
$111M -$3.2M -46,597 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$103M +$28M +408,117 +37%
Goldman Sachs
13
Goldman Sachs
New York
$94.1M -$14.4M -208,894 -13%
LSV Asset Management
14
LSV Asset Management
Illinois
$91.6M -$14.4M -210,200 -14%
Capital Research Global Investors
15
Capital Research Global Investors
California
$86.8M
JP Morgan Chase
16
JP Morgan Chase
New York
$85.9M +$9.81M +142,745 +13%
Ameriprise
17
Ameriprise
Minnesota
$73.2M +$6.66M +96,862 +10%
CWAM
18
Columbia Wanger Asset Management
Illinois
$68.3M +$15.9M +231,323 +30%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$62.3M -$2.93M -42,674 -4%
Prudential Financial
20
Prudential Financial
New Jersey
$61.1M +$40.4M +587,822 +194%
Northern Trust
21
Northern Trust
Illinois
$59.3M +$2.32M +33,748 +4%
Charles Schwab
22
Charles Schwab
California
$53.4M +$25M +363,148 +87%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$39.3M +$2.02M +29,396 +5%
Morgan Stanley
24
Morgan Stanley
New York
$39M -$10.3M -150,548 -21%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$38.4M +$7.16M +104,161 +23%

OSK Hedge Fund Activity: Q1 2017 in Review

339 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2017, worth a combined $4.89B — up 6.4% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OSK positions and 46 closed out — a net gain of 13 holders — while 127 added to existing stakes and 117 trimmed.

The largest buyer was BlackRock, adding an estimated $434M. The largest seller was Fidelity Investments, cutting an estimated $99.2M.

  • 339 institutional investors held Oshkosh (OSK) as of Q1 2017, up from 336 in Q4 2016.
  • Funds reported $4.89B of Oshkosh stock for Q1 2017, up 6.4% quarter-over-quarter.
  • 59 funds opened new Oshkosh positions in Q1 2017 and 46 closed out, a net change of +13 holders.
  • The largest Oshkosh buyer in Q1 2017 was BlackRock, an estimated $434M added.
  • The largest Oshkosh seller in Q1 2017 was Fidelity Investments, an estimated $99.2M sold.

Based on aggregated 13F filings for Q1 2017.