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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
BA
426
Bridgewater Associates
Connecticut
-$505K -8,234 Closed
MIA
427
MainStreet Investment Advisors
Illinois
-$502K -8,189 Closed
ONB
428
Old National Bancorp
Indiana
-$447K -7,284 Closed
Pacer Advisors
429
Pacer Advisors
Pennsylvania
-$412K -6,714 Closed
RQS
430
Ramsey Quantitative Systems
Kentucky
-$291K -4,740 Closed
Acadian Asset Management
431
Acadian Asset Management
Massachusetts
-$290K -4,735 Closed
GCA
432
Gideon Capital Advisors
New York
-$280K -4,565 Closed
BFM
433
Boothbay Fund Management
New York
-$253K -4,124 Closed
JMPWA
434
JP Morgan Private Wealth Advisors
California
-$221K -3,599 Closed
C
435
Cerebellum
California
-$217K -3,532 Closed
Neuberger Berman Group
436
Neuberger Berman Group
New York
-$215K -3,504 Closed
QSS
437
Quantitative Systematic Strategies
Florida
-$209K -3,412 Closed
MS
438
Mizuho Securities
Japan
-$92K -1,500 Closed
JA
439
JOYN Advisors
Georgia
-$61K -993 Closed
ASN
440
Advisory Services Network
Georgia
-$45K -731 Closed
Parallax Volatility Advisers
441
Parallax Volatility Advisers
California
-$43K -694 Closed
NFG
442
Next Financial Group
Texas
-$40K -650 Closed
CG
443
Cutler Group
California
-$30K -500 Closed
PCM
444
Penserra Capital Management
California
-$29K -477 Closed
TAIM
445
TD Ameritrade Investment Management
Nebraska
-$18K -292 Closed
AQA
446
Alpha Quant Advisors
Texas
-$17K -275 Closed
FANJ
447
Financial Architects (New Jersey)
New Jersey
-$9K -150 Closed
RFM
448
Royal Fund Management
Florida
-$8K -133 Closed
FTI
449
Fiduciary Trust International
Massachusetts
-$8K -123 Closed
CC
450
Claybrook Capital
Massachusetts
-$6K -100 Closed

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.