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380 hedge funds and large institutions have $4.64B invested in Oshkosh in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 141 increasing their positions, 133 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 133

2% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 47

0% less capital invested

Capital invested by funds: $4.64B → $4.64B (-$753K)

0.17% less ownership

Funds ownership: 89.28%89.1% (-0.17%)

1% less funds holding

Funds holding: 382380 (-2)

38% less call options, than puts

Call options by funds: $9.04M | Put options by funds: $14.6M

Holders
380
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
8.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
48
Increased
141
Reduced
133
Closed
47
Calls
$9.04M
Puts
$14.6M
Net Calls
-$5.56M
Net Calls Change
+$3.34M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
276
LS Investment Advisors
Michigan
$293K -$3.53K -49 -1%
SCA
277
Secor Capital Advisors
New York
$286K +$289K +4,018 New
LI
278
LVZ Inc
Michigan
$275K -$6.63K -92 -2%
FCBT
279
First Citizens Bank & Trust
North Carolina
$268K -$2.67K -37 -1%
CG
280
Clinton Group
New York
$267K +$270K +3,750 New
SS
281
Simplicity Solutions
Minnesota
$258K +$54.2K +752 +26%
OAM
282
Oppenheimer Asset Management
New York
$255K -$73.5K -1,021 -22%
TSS
283
Two Sigma Securities
New York
$255K -$7.92K -110 -3%
Neuberger Berman Group
284
Neuberger Berman Group
New York
$248K -$31.2K -433 -11%
ANB
285
Amarillo National Bank
Texas
$246K
FWIA
286
Fort Washington Investment Advisors
Ohio
$244K -$32.1K -445 -12%
WG
287
Winton Group
United Kingdom
$241K -$88.2K -1,224 -27%
ABC
288
Associated Banc-Corp
Wisconsin
$238K -$25.2K -350 -9%
Baird Financial Group
289
Baird Financial Group
Wisconsin
$237K -$28.8M -400,250 -99%
WIM
290
Wilen Investment Management
Florida
$234K -$14.4K -200 -6%
PTC
291
Petrus Trust Company
Texas
$232K -$304K -4,215 -56%
FMT
292
First Mercantile Trust
Tennessee
$225K +$18.7K +260 +9%
PVWM
293
Point View Wealth Management
New Jersey
$224K
WIS
294
Wright Investors Service
Connecticut
$221K +$2.23K +31 +1%
CAM
295
Cozad Asset Management
Illinois
$203K +$205K +2,845 New
CWM
296
Cornerstone Wealth Management
Missouri
$200K +$193K +2,680 +19%
TC
297
Trilogy Capital
California
$199K +$201K +2,787 New
Qube Research & Technologies (QRT)
298
Qube Research & Technologies (QRT)
United Kingdom
$185K +$141K +1,956 +302%
C
299
Cerebellum
California
$174K -$6.55K -91 -4%
SWA
300
Sutton Wealth Advisors
Florida
$156K

OSK Hedge Fund Activity: Q3 2018 in Review

380 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2018, worth a combined $4.64B — down 0.02% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OSK positions and 47 closed out — a net gain of 1 holder — while 141 added to existing stakes and 133 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.3M. The largest seller was Citadel Advisors, cutting an estimated $83.2M.

  • 380 institutional investors held Oshkosh (OSK) as of Q3 2018, down from 382 in Q2 2018.
  • Funds reported $4.64B of Oshkosh stock for Q3 2018, down 0.02% quarter-over-quarter.
  • 48 funds opened new Oshkosh positions in Q3 2018 and 47 closed out, a net change of +1 holder.
  • The largest Oshkosh buyer in Q3 2018 was Fidelity Investments, an estimated $48.3M added.
  • The largest Oshkosh seller in Q3 2018 was Citadel Advisors, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2018.