Oshkosh
382 hedge funds and large institutions have $4.64B invested in Oshkosh in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 145 reducing their positions, and 44 closing their positions.
14% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 44
1% more funds holding
Funds holding: 378 → 382 (+4)
1.27% less ownership
Funds ownership: 90.54% → 89.28% (-1.3%)
11% less capital invested
Capital invested by funds: $5.22B → $4.64B (-$583M)
17% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 145
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
52% less call options, than puts
Call options by funds: $8.06M | Put options by funds: $17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$53M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.7M |
| 3 |
Aristotle Capital Management
Los Angeles,
California
|
+$40.9M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$28.3M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$61.2M |
| 2 |
Goldman Sachs
New York
|
-$59.5M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$47.7M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$37.4M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$35.9M |
OSK Hedge Fund Activity: Q2 2018 in Review
382 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2018, worth a combined $4.64B — down 11% from $5.22B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new OSK positions and 44 closed out — a net gain of 6 holders — while 121 added to existing stakes and 145 trimmed.
The largest buyer was Invesco, adding an estimated $53M. The largest seller was Morgan Stanley, cutting an estimated $61.2M.
- 382 institutional investors held Oshkosh (OSK) as of Q2 2018, up from 378 in Q1 2018.
- Funds reported $4.64B of Oshkosh stock for Q2 2018, down 11% quarter-over-quarter.
- 50 funds opened new Oshkosh positions in Q2 2018 and 44 closed out, a net change of +6 holders.
- The largest Oshkosh buyer in Q2 2018 was Invesco, an estimated $53M added.
- The largest Oshkosh seller in Q2 2018 was Morgan Stanley, an estimated $61.2M sold.
Based on aggregated 13F filings for Q2 2018.