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315 hedge funds and large institutions have $4.93B invested in Oshkosh in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 130 increasing their positions, 110 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 110

1% more capital invested

Capital invested by funds: $4.89B → $4.93B (+$35.2M)

0.17% more ownership

Funds ownership: 95.5%95.66% (+0.17%)

7% less funds holding

Funds holding: 339315 (-24)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

47% less call options, than puts

Call options by funds: $7.53M | Put options by funds: $14.2M

Holders
315
Holders Change
-24
Holders Change %
-7.08%
% of All Funds
7.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
130
Reduced
110
Closed
45
Calls
$7.53M
Puts
$14.2M
Net Calls
-$6.67M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$484M +$17M +251,809 +4%
BlackRock
2
BlackRock
New York
$421M -$22M -325,931 -5%
Aristotle Capital Management
3
Aristotle Capital Management
California
$309M +$14.8M +219,387 +5%
AllianceBernstein
4
AllianceBernstein
Tennessee
$292M -$2.75M -40,877 -1%
AQR Capital Management
5
AQR Capital Management
Connecticut
$200M -$3.23M -47,973 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$160M +$71.7M +1,063,971 +85%
Harris Associates
7
Harris Associates
Illinois
$140M -$3.59M -53,363 -3%
State Street
8
State Street
Massachusetts
$139M +$129K +1,911 +0.1%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$134M +$428K +6,350 +0.3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$128M -$425K -6,307 -0.3%
Goldman Sachs
11
Goldman Sachs
New York
$127M +$31.6M +469,189 +34%
Canada Life
12
Canada Life
Manitoba, Canada
$114M +$2.8M +41,578 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$108M +$4.74M +70,315 +5%
Capital World Investors
14
Capital World Investors
California
$107M -$31.3M -465,000 -23%
LSV Asset Management
15
LSV Asset Management
Illinois
$88.1M -$3.79M -56,200 -4%
CWAM
16
Columbia Wanger Asset Management
Illinois
$81.9M +$13M +192,571 +19%
Prudential Financial
17
Prudential Financial
New Jersey
$75.2M +$13.5M +201,070 +23%
Capital Research Global Investors
18
Capital Research Global Investors
California
$70.6M -$16.2M -240,323 -19%
Charles Schwab
19
Charles Schwab
California
$67.2M +$13.3M +197,304 +25%
Norges Bank
20
Norges Bank
Norway
$61.9M +$23.2M +343,902 +62%
ABC
21
Anchor Bolt Capital
Illinois
$53.5M +$24.5M +364,466 +88%
Barrow, Hanley, Mewhinney & Strauss
22
Barrow, Hanley, Mewhinney & Strauss
Texas
$53M -$9.35M -138,861 -15%
Ameriprise
23
Ameriprise
Minnesota
$51.6M -$21.4M -318,249 -30%
American Century Companies
24
American Century Companies
Missouri
$47.5M +$25M +371,089 +117%
Northern Trust
25
Northern Trust
Illinois
$46M -$13.3M -197,164 -23%

OSK Hedge Fund Activity: Q2 2017 in Review

315 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2017, worth a combined $4.93B — up 0.72% from $4.89B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of OSK and 25 opened new positions — a net loss of 20 holders — while 110 trimmed existing stakes and 130 added.

The largest buyer was JP Morgan Chase, adding an estimated $71.7M. The largest seller was Capital World Investors, cutting an estimated $31.3M.

  • 315 institutional investors held Oshkosh (OSK) as of Q2 2017, down from 339 in Q1 2017.
  • Funds reported $4.93B of Oshkosh stock for Q2 2017, up 0.72% quarter-over-quarter.
  • 25 funds opened new Oshkosh positions in Q2 2017 and 45 closed out, a net change of -20 holders.
  • The largest Oshkosh buyer in Q2 2017 was JP Morgan Chase, an estimated $71.7M added.
  • The largest Oshkosh seller in Q2 2017 was Capital World Investors, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2017.