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
MC
376
Machina Capital
France
$12K +$11.9K +161 New
ACS
377
Archford Capital Strategies
Illinois
$10K
BBHC
378
Brown Brothers Harriman & Co
New York
$10K
PMFA
379
Plante Moran Financial Advisors
Michigan
$10K
LFA
380
Legacy Financial Advisors
Kentucky
$9K
CAPTRUST Financial Advisors
381
CAPTRUST Financial Advisors
North Carolina
$8K
RFC
382
Regions Financial Corp
Alabama
$8K
PFO
383
Pathstone Family Office
New Jersey
$8K +$5.1K +69 +160%
FNB
384
Farmers National Bank
Kentucky
$8K +$7.61K +103 New
AIC
385
Ameritas Investment Company
Nebraska
$8K +$8.2K +111 New
APA
386
American Portfolios Advisors
New York
$7.44K
BL
387
Balentine LLC
Georgia
$7K
TFA
388
Toth Financial Advisory
Virginia
$7K
WTB
389
Washington Trust Bank
Washington
$7K
WAP
390
Wealthcare Advisory Partners
Pennsylvania
$7K
KPW
391
Kore Private Wealth
New York
$7K +$6.95K +94 New
RCAG
392
Rehmann Capital Advisory Group
Michigan
$6.84K +$739 +10 +12%
SCM
393
Shelton Capital Management
Colorado
$5.31K -$363K -4,915 -92%
AIA
394
Alera Investment Advisors
Illinois
$4K +$443 +6 +13%
WEC
395
Winslow Evans & Crocker
Massachusetts
$4K +$2.36K +32 New
WPA
396
West Paces Advisors
Georgia
$3.08K
First Manhattan
397
First Manhattan
New York
$3K
OSAM
398
O'Shaughnessy Asset Management
Connecticut
$3K +$1.03K +14 +48%
BCA
399
Berman Capital Advisors
Georgia
$3K +$2.22K +30 +200%
EARNEST Partners
400
EARNEST Partners
Georgia
$2K

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.