We are live on ! Find out more

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
PI
326
PEAK6 Investments
Illinois
$166K -$573K -7,751 -78%
SWA
327
Sutton Wealth Advisors
Florida
$164K
FMT
328
First Mercantile Trust
Tennessee
$157K -$102K -1,385 -40%
US Bancorp
329
US Bancorp
Minnesota
$137K +$9.16K +124 +7%
WTC
330
WhitTier Trust Company
Nevada
$126K +$33.4K +452 +37%
LC
331
Lavaca Capital
Texas
$122K +$120K +1,623 New
AIC
332
Ayalon Insurance Company
Israel
$120K -$14.8K -200 -11%
GWM
333
Geneos Wealth Management
Colorado
$119K
HNB
334
Huntington National Bank
Ohio
$99K -$17.4K -235 -15%
BCA
335
Bray Capital Advisors
Florida
$90K
GWS
336
Glassman Wealth Services
Virginia
$90K +$1.03K +14 +1%
JFGIW
337
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$83K
RE
338
RBC Europe
United Kingdom
$75.1K
PCM
339
Prelude Capital Management
New York
$74K +$72.8K +985 New
AF
340
Advisornet Financial
Minnesota
$69K -$32.7K -442 -32%
SMFS
341
Squar Milner Financial Services
California
$69K
QCG
342
Quadrant Capital Group
Ohio
$68K +$3.18K +43 +5%
CAL
343
Capital Analysts LLC
Pennsylvania
$64K +$12.2K +165 +24%
Northwestern Mutual Wealth Management
344
Northwestern Mutual Wealth Management
Wisconsin
$62K +$27K +366 +81%
NSIM
345
North Star Investment Management
Illinois
$61K +$37.7K +510 +170%
CTC
346
Central Trust Company
Missouri
$60K
TFS
347
TrustCore Financial Services
Tennessee
$60K +$59.1K +800 New
CIAS
348
Capital Investment Advisory Services
North Carolina
$57K +$14.7K +199 +35%
EWM
349
Executive Wealth Management
Michigan
$55K
OIA
350
Optimum Investment Advisors
Illinois
$49K -$16.6K -225 -26%

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.