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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
AW
276
Alpha Windward
Massachusetts
$451K +$443K +6,000 New
LTFS
277
Ladenburg Thalmann Financial Services
Florida
$447K +$1.63K +22 +0.4%
EAM
278
Eagle Asset Management
Florida
$444K +$26.8K +363 +7%
WPC
279
White Pine Capital
Minnesota
$439K
CAN
280
Cetera Advisor Networks
California
$436K +$33.5K +453 +8%
ECM
281
ExodusPoint Capital Management
New York
$430K -$56.7K -767 -12%
HighTower Advisors
282
HighTower Advisors
Illinois
$427K +$17.9K +242 +5%
GCC
283
Guardian Capital (Canada)
Ontario, Canada
$423K +$416K +5,630 New
Mackenzie Financial
284
Mackenzie Financial
Ontario, Canada
$414K +$63.7K +862 +19%
SCA
285
Sage Capital Advisors
South Dakota
$413K +$19.8K +268 +5%
DI
286
DAGCO Inc
Ohio
$406K -$25.9K -350 -6%
MSE
287
MUFG Securities EMEA
United Kingdom
$402K +$395K +5,352 New
ACA
288
Aptus Capital Advisors
Alabama
$394K +$166K +2,250 +75%
AA
289
ALPS Advisors
Colorado
$391K +$384K +5,203 New
RHBC
290
R.H. Bluestein & Co
Michigan
$376K +$73.9K +1,000 +25%
WAM
291
World Asset Management
Michigan
$370K +$68.3K +925 +23%
BCM
292
BlueCrest Capital Management
Jersey
$361K +$355K +4,800 New
Zurich Cantonal Bank
293
Zurich Cantonal Bank
Switzerland
$355K -$77.4K -1,047 -18%
B
294
Bailard
California
$339K -$273K -3,700 -45%
Axa
295
Axa
France
$333K +$327K +4,430 New
LI
296
LVZ Inc
Michigan
$330K
LAM
297
Lingohr Asset Management
Germany
$321K +$318K +4,300 New
PTC
298
Petrus Trust Company
Texas
$320K -$68.3K -925 -18%
QT
299
Quantbot Technologies
New York
$309K +$304K +4,120 New
SM
300
Sciencast Management
New Jersey
$306K +$29.6K +400 +11%

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.