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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
AIM
26
Atlantic Investment Management
New York
$36.9M +$623K +8,439 +2%
Goldman Sachs
27
Goldman Sachs
New York
$36.1M +$3.63M +49,105 +11%
Wells Fargo
28
Wells Fargo
California
$35M +$1.25M +16,871 +4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$34.8M -$86.4K -1,170 -0.3%
RMDI
30
R.M. Davis Inc
Maine
$31.2M -$3.18M -43,093 -9%
Citadel Advisors
31
Citadel Advisors
Florida
$31M +$5.69M +77,024 +23%
Two Sigma Investments
32
Two Sigma Investments
New York
$30.9M -$8M -108,224 -21%
TAM
33
Todd Asset Management
Kentucky
$30.3M +$6.77M +91,602 +29%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$28.5M -$43.6M -590,373 -61%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$28.1M -$9.84M -133,200 -26%
LHC
36
Lodge Hill Capital
New York
$27.7M -$4.86M -65,820 -15%
N
37
Nuveen
North Carolina
$26.8M +$26.3M +356,559 New
SCM
38
Sterling Capital Management
North Carolina
$25.5M -$3.81M -51,631 -13%
Principal Financial Group
39
Principal Financial Group
Iowa
$23.9M -$465K -6,296 -2%
Holocene Advisors
40
Holocene Advisors
New York
$21.5M -$2.67M -36,081 -11%
Teacher Retirement System of Texas
41
Teacher Retirement System of Texas
Texas
$21.5M +$12.7M +171,326 +150%
TRSOTSOK
42
Teachers Retirement System of the State of Kentucky
Kentucky
$21.3M +$4.58M +62,000 +28%
SC
43
Skylands Capital
Wisconsin
$21M -$746K -10,100 -3%
PPA
44
Parametric Portfolio Associates
Washington
$20.5M -$899K -12,174 -4%
Morgan Stanley
45
Morgan Stanley
New York
$20.3M +$5.87M +79,406 +42%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$19.9M +$795K +10,760 +4%
PWAG
47
Polaris Wealth Advisory Group
California
$19.1M +$18.3M +247,831 New
Adage Capital Partners
48
Adage Capital Partners
Massachusetts
$18.7M +$3.69M +50,000 +25%
BNP Paribas Asset Management
49
BNP Paribas Asset Management
France
$18.6M -$3.47M -46,906 -16%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$18.2M -$922K -12,484 -5%

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.