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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
WAS
326
Winch Advisory Services
Wisconsin
$42K -$2.52K -35 -6%
EWM
327
Endurance Wealth Management
Rhode Island
$36K
TDC
328
Thompson Davis & Co
Virginia
$36K
VCM
329
Vigilant Capital Management
Maine
$36K
Group One Trading
330
Group One Trading
Illinois
$31K -$111K -1,534 -78%
SF
331
Synovus Financial
Georgia
$31K +$30.9K +429 +6,129%
SWP
332
Stratos Wealth Partners
Ohio
$31K +$31.3K +434 New
VFA
333
Valeo Financial Advisors
Indiana
$28K
ASN
334
Advisory Services Network
Georgia
$28K +$6.84K +95 +32%
IA
335
IFP Advisors
Florida
$28K +$19.6K +272 +227%
FIB
336
First Interstate Bank
Montana
$27K
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$27K +$7.64K +106 +40%
PCM
338
Prelude Capital Management
New York
$27K +$27.5K +382 New
HMS
339
Hanseatic Management Services
New Mexico
$23K
NSIM
340
North Star Investment Management
Illinois
$21K
Bessemer Group
341
Bessemer Group
New Jersey
$20K +$20K +278 New
SPIA
342
Steward Partners Investment Advisory
New York
$18K +$6.2K +86 +51%
GEA
343
Glen Eagle Advisors
New Jersey
$14.3K
TC
344
Truvestments Capital
Florida
$14K +$14.4K +200 New
SWM
345
SeaCrest Wealth Management
New York
$13K
GAM
346
Gemmer Asset Management
California
$12K
MCM
347
Mainstay Capital Management
Michigan
$12K
PA
348
Parallel Advisors
California
$12K +$9K +125 +305%
Barrow, Hanley, Mewhinney & Strauss
349
Barrow, Hanley, Mewhinney & Strauss
Texas
$11K
TAIM
350
TD Ameritrade Investment Management
Nebraska
$11K +$10.7K +148 New

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.