Oshkosh
393 hedge funds and large institutions have $3.83B invested in Oshkosh in 2018 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 120 increasing their positions, 144 reducing their positions, and 60 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
28% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 60
3% more funds holding
Funds holding: 380 → 393 (+13)
2.11% less ownership
Funds ownership: 89.1% → 86.99% (-2.1%)
17% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 144
17% less capital invested
Capital invested by funds: $4.64B → $3.83B (-$809M)
44% less call options, than puts
Call options by funds: $6.05M | Put options by funds: $10.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$70.2M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$29.2M |
| 3 |
AIM
Atlantic Investment Management
New York
|
+$27.4M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$25.7M |
| 5 |
Two Sigma Advisers
New York
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$61.4M |
| 2 |
JP Morgan Chase
New York
|
-$50.8M |
| 3 |
BlackRock
New York
|
-$48.2M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$43.7M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$35.6M |
OSK Hedge Fund Activity: Q4 2018 in Review
393 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2018, worth a combined $3.83B — down 17% from $4.64B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new OSK positions and 60 closed out — a net gain of 17 holders — while 120 added to existing stakes and 144 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $70.2M. The largest seller was Fidelity Investments, cutting an estimated $61.4M.
- 393 institutional investors held Oshkosh (OSK) as of Q4 2018, up from 380 in Q3 2018.
- Funds reported $3.83B of Oshkosh stock for Q4 2018, down 17% quarter-over-quarter.
- 77 funds opened new Oshkosh positions in Q4 2018 and 60 closed out, a net change of +17 holders.
- The largest Oshkosh buyer in Q4 2018 was LSV Asset Management, an estimated $70.2M added.
- The largest Oshkosh seller in Q4 2018 was Fidelity Investments, an estimated $61.4M sold.
Based on aggregated 13F filings for Q4 2018.