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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
GAM
351
Gemmer Asset Management
California
$42K +$20.8K +281 +100%
HFM
352
Harvest Fund Management
China
$40K +$39.2K +530 New
WAS
353
Winch Advisory Services
Wisconsin
$38K -$6.21K -84 -14%
EWM
354
Endurance Wealth Management
Rhode Island
$38K
VFA
355
Valeo Financial Advisors
Indiana
$38K
SF
356
Synovus Financial
Georgia
$33K
HIIFS
357
Harel Insurance Investments & Financial Services
Israel
$32K
Rockefeller Capital Management
358
Rockefeller Capital Management
New York
$32K +$27.8K +376 +723%
FIB
359
First Interstate Bank
Montana
$29K
PAM
360
Paradigm Asset Management
New York
$26.3K -$18.5K -250 -42%
FCA
361
FinTrust Capital Advisors
South Carolina
$26K +$23.3K +316 +1,129%
QT
362
Quantamental Technologies
New York
$23K -$214K -2,897 -90%
PHK
363
Point72 Hong Kong
Hong Kong
$23K +$22.9K +310 New
POIA
364
Pin Oak Investment Advisors
Texas
$21K
ESB
365
Essex Savings Bank
Connecticut
$19K
AP
366
Advisors Preferred
Maryland
$19K +$18.3K +248 New
CFS
367
Ceros Financial Services
Maryland
$19K +$18.3K +248 New
Loomis, Sayles & Company
368
Loomis, Sayles & Company
Massachusetts
$18K -$7.17K -97 -28%
PB
369
Pinnacle Bancorp
Nebraska
$17K
SWM
370
SeaCrest Wealth Management
New York
$17K +$3.62K +49 +28%
OWA
371
One Wealth Advisors
California
$17K +$17.1K +232 New
OAM
372
Oppenheimer Asset Management
New York
$16K -$4.73K -64 -23%
GEA
373
Glen Eagle Advisors
New Jersey
$15.1K
PA
374
Parallel Advisors
California
$14K -$960 -13 -6%
ST
375
Smithfield Trust
Pennsylvania
$13K +$9.9K +134 +298%

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.