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410 hedge funds and large institutions have $4.72B invested in Oshkosh in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 139 increasing their positions, 151 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 47

23% more capital invested

Capital invested by funds: $3.83B → $4.72B (+$891M)

4% more funds holding

Funds holding: 393410 (+17)

2.73% more ownership

Funds ownership: 86.99%89.73% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

8% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 151

47% less call options, than puts

Call options by funds: $7.33M | Put options by funds: $13.8M

Holders
410
Holders Change
+17
Holders Change %
+4.33%
% of All Funds
8.87%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
67
Increased
139
Reduced
151
Closed
47
Calls
$7.33M
Puts
$13.8M
Net Calls
-$6.48M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
226
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$927K -$20.4K -276 -2%
JIR
227
James Investment Research
Ohio
$924K -$561K -7,593 -38%
ZIM
228
ZPR Investment Management
Florida
$917K +$902K +12,207 New
OAM
229
Oberweis Asset Management
Illinois
$912K -$149K -2,020 -14%
MA
230
Montag & Associates
Georgia
$905K +$890K +12,041 New
Bank of Nova Scotia
231
Bank of Nova Scotia
Ontario, Canada
$902K +$887K +12,000 New
Public Employees Retirement Association of Colorado
232
Public Employees Retirement Association of Colorado
Colorado
$884K -$196K -2,654 -18%
GCP
233
GSA Capital Partners
United Kingdom
$883K +$868K +11,752 New
GH
234
GAM Holding
Switzerland
$871K +$857K +11,594 New
M&T Bank
235
M&T Bank
New York
$869K +$169K +2,289 +25%
EA
236
Emerald Advisers
Pennsylvania
$860K -$4.51K -61 -0.5%
Fuller & Thaler Asset Management
237
Fuller & Thaler Asset Management
California
$837K -$161K -2,185 -16%
WT
238
Whittier Trust
California
$822K +$34.9K +472 +5%
Twin Tree Management
239
Twin Tree Management
Texas
$778K -$1.61M -21,820 -68%
Creative Planning
240
Creative Planning
Kansas
$748K +$1.33K +18 +0.2%
AWE
241
Avidian Wealth Enterprises
Texas
$748K +$735K +9,951 New
NIT
242
NumerixS Investment Technologies
British Columbia, Canada
$744K +$676K +9,150 +963%
Cerity Partners
243
Cerity Partners
New York
$740K +$728K +9,851 New
NAS
244
Nicolet Advisory Services
Wisconsin
$722K +$710K +9,612 New
Calamos Advisors
245
Calamos Advisors
Illinois
$714K +$406K +5,500 +138%
Baird Financial Group
246
Baird Financial Group
Wisconsin
$714K +$459K +6,217 +189%
SB
247
Suntrust Banks
Georgia
$685K -$194K -2,627 -22%
Bessemer Group
248
Bessemer Group
New Jersey
$674K +$137K +1,850 +26%
ACM
249
AlphaCrest Capital Management
New York
$658K +$647K +8,752 New
SAM
250
Securian Asset Management
Minnesota
$641K -$18.2K -247 -3%

OSK Hedge Fund Activity: Q1 2019 in Review

410 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2019, worth a combined $4.72B — up 23% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new OSK positions and 47 closed out — a net gain of 20 holders — while 139 added to existing stakes and 151 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $77.2M. The largest seller was AllianceBernstein, cutting an estimated $46M.

  • 410 institutional investors held Oshkosh (OSK) as of Q1 2019, up from 393 in Q4 2018.
  • Funds reported $4.72B of Oshkosh stock for Q1 2019, up 23% quarter-over-quarter.
  • 67 funds opened new Oshkosh positions in Q1 2019 and 47 closed out, a net change of +20 holders.
  • The largest Oshkosh buyer in Q1 2019 was LSV Asset Management, an estimated $77.2M added.
  • The largest Oshkosh seller in Q1 2019 was AllianceBernstein, an estimated $46M sold.

Based on aggregated 13F filings for Q1 2019.