Oshkosh
378 hedge funds and large institutions have $5.22B invested in Oshkosh in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 138 increasing their positions, 145 reducing their positions, and 46 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 145
1.07% less ownership
Funds ownership: 91.61% → 90.54% (-1.1%)
4% less funds holding
Funds holding: 393 → 378 (-15)
16% less capital invested
Capital invested by funds: $6.21B → $5.22B (-$990M)
17% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 46
51% less call options, than puts
Call options by funds: $7.85M | Put options by funds: $16M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$73.3M |
| 2 |
Morgan Stanley
New York
|
+$70.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$63.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$57.5M |
| 5 |
Aristotle Capital Management
Los Angeles,
California
|
+$35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$113M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$36.3M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$29.1M |
| 4 |
BlackRock
New York
|
-$26M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.8M |
OSK Hedge Fund Activity: Q1 2018 in Review
378 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2018, worth a combined $5.22B — down 16% from $6.21B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of OSK and 38 opened new positions — a net loss of 8 holders — while 145 trimmed existing stakes and 138 added.
The largest buyer was JP Morgan Chase, adding an estimated $73.3M. The largest seller was AllianceBernstein, cutting an estimated $113M.
- 378 institutional investors held Oshkosh (OSK) as of Q1 2018, down from 393 in Q4 2017.
- Funds reported $5.22B of Oshkosh stock for Q1 2018, down 16% quarter-over-quarter.
- 38 funds opened new Oshkosh positions in Q1 2018 and 46 closed out, a net change of -8 holders.
- The largest Oshkosh buyer in Q1 2018 was JP Morgan Chase, an estimated $73.3M added.
- The largest Oshkosh seller in Q1 2018 was AllianceBernstein, an estimated $113M sold.
Based on aggregated 13F filings for Q1 2018.