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Oshkosh
OSK

340 hedge funds and large institutions have $5.87B invested in Oshkosh in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 136 increasing their positions, 110 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

34% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $7.78M

24% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 110

19% more capital invested

Capital invested by funds: $4.93B → $5.87B (+$945M)

8% more funds holding

Funds holding: 315 → 340 (+25)

0.62% less ownership

Funds ownership: 95.66% → 95.04% (-0.62%)

Holders
340
Holders Change
+25
Holders Change %
+7.94%
% of All Funds
8.48%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
49
Increased
136
Reduced
110
Closed
20
Calls
$10.4M
Puts
$7.78M
Net Calls
+$2.61M
Net Calls Change
+$9.28M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$39.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$31.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.7M
4
Deutsche Bank
Deutsche Bank
Germany
+$16.9M
5
Principal Financial Group
Principal Financial Group
Iowa
+$13.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$56.5M
2
Harris Associates
Harris Associates
Illinois
-$39.9M
3
Capital World Investors
Capital World Investors
California
-$28.6M
4
SFM
Systematic Financial Management
New Jersey
-$22.4M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$591M +$10.5M +142,443 +2%
BlackRock
2
BlackRock
New York
$506M +$2.14M +29,183 +0.5%
Aristotle Capital Management
3
Aristotle Capital Management
California
$372M +$1.2M +16,400 +0.4%
AllianceBernstein
4
AllianceBernstein
Tennessee
$328M -$19.1M -259,578 -6%
AQR Capital Management
5
AQR Capital Management
Connecticut
$232M -$6.88M -93,632 -3%
JP Morgan Chase
6
JP Morgan Chase
New York
$227M +$31.3M +426,359 +18%
State Street
7
State Street
Massachusetts
$168M +$1.1M +14,959 +0.7%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$165M +$3.63M +49,450 +3%
Goldman Sachs
9
Goldman Sachs
New York
$165M +$11.4M +155,103 +8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$154M +$474K +6,460 +0.3%
Canada Life
11
Canada Life
Manitoba, Canada
$139M +$1.85M +25,189 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$130M +$362K +4,925 +0.3%
Harris Associates
13
Harris Associates
Illinois
$122M -$39.9M -543,550 -27%
LSV Asset Management
14
LSV Asset Management
Illinois
$103M -$2.62M -35,700 -3%
Prudential Financial
15
Prudential Financial
New Jersey
$100M +$8.84M +120,420 +11%
CWAM
16
Columbia Wanger Asset Management
Illinois
$98.2M +$102K +1,386 +0.1%
Capital World Investors
17
Capital World Investors
California
$96.5M -$28.6M -389,000 -25%
Capital Research Global Investors
18
Capital Research Global Investors
California
$84.7M – – –
Charles Schwab
19
Charles Schwab
California
$82M +$1.27M +17,343 +2%
Norges Bank
20
Norges Bank
Norway
$77M +$2.52M +34,361 +4%
Principal Financial Group
21
Principal Financial Group
Iowa
$63.8M +$13.2M +179,180 +30%
American Century Companies
22
American Century Companies
Missouri
$59.3M +$2.2M +29,904 +4%
Northern Trust
23
Northern Trust
Illinois
$54.5M -$478K -6,502 -1%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$53.4M -$1.48M -20,207 -3%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$52.5M +$3.03M +41,319 +7%
1
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OSK Hedge Fund Activity: Q3 2017 in Review

340 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2017, worth a combined $5.87B — up 19% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new OSK positions and 20 closed out — a net gain of 29 holders — while 136 added to existing stakes and 110 trimmed.

The largest buyer was Millennium Management, adding an estimated $39.4M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $56.5M.

  • 340 institutional investors held Oshkosh (OSK) as of Q3 2017, up from 315 in Q2 2017.
  • Funds reported $5.87B of Oshkosh stock for Q3 2017, up 19% quarter-over-quarter.
  • 49 funds opened new Oshkosh positions in Q3 2017 and 20 closed out, a net change of +29 holders.
  • The largest Oshkosh buyer in Q3 2017 was Millennium Management, an estimated $39.4M added.
  • The largest Oshkosh seller in Q3 2017 was Barrow, Hanley, Mewhinney & Strauss, an estimated $56.5M sold.

Based on aggregated 13F filings for Q3 2017.