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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
BPM
101
Bowling Portfolio Management
Ohio
$5.32M +$1.81M +24,459 +53%
FCM
102
Flinton Capital Management
Pennsylvania
$5.17M +$1.91M +25,908 +60%
RCM
103
Riverhead Capital Management
Delaware
$5.08M +$1.87M +25,300 +60%
DCM
104
Dupont Capital Management
Delaware
$5.06M +$2.31M +31,272 +87%
CS
105
Credit Suisse
Switzerland
$4.99M +$490K +6,634 +11%
GC
106
Guggenheim Capital
Illinois
$4.95M -$1.03M -13,982 -17%
HCMT
107
Highland Capital Management (Tennessee)
Tennessee
$4.95M -$61.3K -830 -1%
Nordea Investment Management
108
Nordea Investment Management
Sweden
$4.93M -$5.02K -68 -0.1%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.62M +$222K +3,000 +5%
BA
110
Boston Advisors
Massachusetts
$4.5M -$4.06K -55 -0.1%
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$4.49M
Asset Management One
112
Asset Management One
Japan
$4.32M +$1.38M +18,615 +48%
TAM
113
Tyers Asset Management
Texas
$4.26M +$1.58M +21,336 +60%
Squarepoint
114
Squarepoint
New York
$4.19M -$3M -40,611 -42%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$4.07M -$772K -10,453 -16%
Truist Financial
116
Truist Financial
North Carolina
$4M +$101K +1,363 +3%
BFA
117
Bragg Financial Advisors
North Carolina
$3.95M
AG
118
Aperio Group
California
$3.94M -$138K -1,863 -3%
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$3.83M +$226K +3,060 +6%
ASRS
120
Arizona State Retirement System
Arizona
$3.78M -$96.3K -1,303 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
121
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.72M -$88.7K -1,200 -2%
GWM
122
Greenwich Wealth Management
Connecticut
$3.7M +$2.29K +31 +0.1%
RJA
123
Raymond James & Associates
Florida
$3.69M +$956K +12,943 +36%
TPSF
124
Texas Permanent School Fund
Texas
$3.57M +$38K +514 +1%
Comerica Bank
125
Comerica Bank
Texas
$3.55M -$143K -1,935 -4%

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.