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380 hedge funds and large institutions have $4.64B invested in Oshkosh in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 141 increasing their positions, 133 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 133

2% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 47

0% less capital invested

Capital invested by funds: $4.64B → $4.64B (-$753K)

0.17% less ownership

Funds ownership: 89.28%89.1% (-0.17%)

1% less funds holding

Funds holding: 382380 (-2)

38% less call options, than puts

Call options by funds: $9.04M | Put options by funds: $14.6M

Holders
380
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
8.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
48
Increased
141
Reduced
133
Closed
47
Calls
$9.04M
Puts
$14.6M
Net Calls
-$5.56M
Net Calls Change
+$3.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$34.1M +$1.71M +23,746 +5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$34M +$6.84M +95,017 +25%
RMDI
28
R.M. Davis Inc
Maine
$33.8M +$392K +5,441 +1%
ABC
29
Anchor Bolt Capital
Illinois
$32.4M -$32.7M -454,318 -50%
American Century Companies
30
American Century Companies
Missouri
$30.4M +$109K +1,510 +0.4%
Principal Financial Group
31
Principal Financial Group
Iowa
$29.7M +$2.84M +39,430 +10%
VNIM
32
Vaughan Nelson Investment Management
Texas
$29.1M -$6.3M -87,390 -18%
Wells Fargo
33
Wells Fargo
California
$28.1M -$2.03M -28,250 -7%
Deutsche Bank
34
Deutsche Bank
Germany
$27.9M +$13.4M +186,583 +91%
SCM
35
Sterling Capital Management
North Carolina
$27.7M +$1.03M +14,235 +4%
First Trust Advisors
36
First Trust Advisors
Illinois
$26.4M +$14.1M +195,596 +112%
LHC
37
Lodge Hill Capital
New York
$26.3M -$11.6M -160,500 -30%
Capital World Investors
38
Capital World Investors
California
$25.6M
BNP Paribas Asset Management
39
BNP Paribas Asset Management
France
$24.1M +$7.37M +102,343 +43%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$24M -$560K -7,778 -2%
SFM
41
Systematic Financial Management
New Jersey
$21.9M +$9.64M +133,838 +77%
Renaissance Technologies
42
Renaissance Technologies
New York
$21.7M +$19.8M +274,700 +931%
PPA
43
Parametric Portfolio Associates
Washington
$21.1M +$918K +12,739 +4%
TAM
44
Todd Asset Management
Kentucky
$21M -$122K -1,694 -0.6%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$17.1M +$115K +1,600 +0.7%
SAM
46
Silvercrest Asset Management
New York
$17M +$791K +10,979 +5%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$16.7M +$4.12M +57,184 +32%
SC
48
Skylands Capital
Wisconsin
$16.3M +$4.66M +64,700 +39%
VWM
49
Valley Wealth Managers
New Jersey
$15.3M -$17.6K -245 -0.1%
Two Sigma Investments
50
Two Sigma Investments
New York
$15.3M -$2.28M -31,674 -13%

OSK Hedge Fund Activity: Q3 2018 in Review

380 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2018, worth a combined $4.64B — down 0.02% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OSK positions and 47 closed out — a net gain of 1 holder — while 141 added to existing stakes and 133 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.3M. The largest seller was Citadel Advisors, cutting an estimated $83.2M.

  • 380 institutional investors held Oshkosh (OSK) as of Q3 2018, down from 382 in Q2 2018.
  • Funds reported $4.64B of Oshkosh stock for Q3 2018, down 0.02% quarter-over-quarter.
  • 48 funds opened new Oshkosh positions in Q3 2018 and 47 closed out, a net change of +1 holder.
  • The largest Oshkosh buyer in Q3 2018 was Fidelity Investments, an estimated $48.3M added.
  • The largest Oshkosh seller in Q3 2018 was Citadel Advisors, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2018.