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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
SFM
51
Systematic Financial Management
New Jersey
$16.8M -$13.8M -187,244 -46%
JIM
52
Jupiter Investment Management
United Kingdom
$16.6M +$16.3M +220,837 New
N
53
Natixis
France
$16M +$8.09M +109,509 +102%
State of Wisconsin Investment Board
54
State of Wisconsin Investment Board
Wisconsin
$15.6M +$1.87M +25,260 +14%
SEI Investments
55
SEI Investments
Pennsylvania
$14.7M +$661K +8,945 +5%
VNIM
56
Vaughan Nelson Investment Management
Texas
$14.6M -$10.6M -142,950 -42%
MPI
57
Mairs & Power Inc
Minnesota
$13.8M -$11.8K -160 -0.1%
First Trust Advisors
58
First Trust Advisors
Illinois
$13.2M +$2.98M +40,268 +30%
Retirement Systems of Alabama
59
Retirement Systems of Alabama
Alabama
$13.2M -$484K -6,546 -4%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$13.2M -$955K -12,923 -7%
Deutsche Bank
61
Deutsche Bank
Germany
$13M -$5.96M -80,701 -32%
TCIM
62
TIAA CREF Investment Management
New York
$12M +$490K +6,632 +4%
PAM
63
Panagora Asset Management
Massachusetts
$12M +$11.4M +154,622 +3,240%
TA
64
Teachers Advisors
New York
$11.6M +$2.05M +27,804 +22%
Arrowstreet Capital
65
Arrowstreet Capital
Massachusetts
$11.5M -$15.1M -204,682 -57%
CAM
66
ClariVest Asset Management
California
$10.8M -$752K -10,172 -7%
PP
67
Prudential plc
United Kingdom
$10.7M +$389K +5,263 +4%
AIG
68
American International Group
New York
$10.5M -$502K -6,794 -5%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$10.3M -$185K -2,500 -2%
Fidelity International
70
Fidelity International
Bermuda
$10.3M +$10.2M +137,518 New
Swiss National Bank
71
Swiss National Bank
Switzerland
$9.84M +$44.3K +600 +0.5%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$9.72M -$52.1K -705 -0.5%
Victory Capital Management
73
Victory Capital Management
Texas
$9.61M -$5.17M -69,917 -35%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$9.45M -$2.63M -35,574 -22%
OAM
75
Origin Asset Management
United Kingdom
$9.34M +$8.96M +121,300 +4,087%

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.