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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
US Bancorp
301
US Bancorp
Minnesota
$142K -$3.75K -52 -3%
AIC
302
Ayalon Insurance Company
Israel
$125K +$126K +1,754 New
PAM
303
Paradigm Asset Management
New York
$110K +$3.6K +50 +3%
GWM
304
Geneos Wealth Management
Colorado
$106K
PHK
305
Point72 Hong Kong
Hong Kong
$106K +$107K +1,484 New
AF
306
Advisornet Financial
Minnesota
$97K -$1.08K -15 -1%
GWS
307
Glassman Wealth Services
Virginia
$84K
WTC
308
WhitTier Trust Company
Nevada
$79K +$9.94K +138 +14%
PCM
309
Penserra Capital Management
California
$78K -$49K -680 -38%
JFGIW
310
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78K -$3.6K -50 -4%
Acadian Asset Management
311
Acadian Asset Management
Massachusetts
$78K +$78.7K +1,092 New
RE
312
RBC Europe
United Kingdom
$71.2K
AA
313
Ancora Advisors
Ohio
$71K +$72K +1,000 New
HNB
314
Huntington National Bank
Ohio
$70K +$67.1K +931 +1,693%
OWA
315
One Wealth Advisors
California
$67K +$68.1K +945 New
OIA
316
Optimum Investment Advisors
Illinois
$62K
QCG
317
Quadrant Capital Group
Ohio
$61K
JA
318
JOYN Advisors
Georgia
$60K +$4.9K +68 +9%
TFS
319
TrustCore Financial Services
Tennessee
$57K -$13.7K -190 -19%
CTC
320
Central Trust Company
Missouri
$57K
Parallax Volatility Advisers
321
Parallax Volatility Advisers
California
$57K +$3.39K +47 +6%
SMFS
322
Squar Milner Financial Services
California
$57K +$13.7K +190 +31%
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$51K -$19.2K -267 -27%
CAL
324
Capital Analysts LLC
Pennsylvania
$47K
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$44K +$19.2K +267 +76%

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.