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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
AAMU
126
Amundi Asset Management US
Massachusetts
$3.5M +$205K +2,781 +6%
NA
127
Neuburgh Advisers
California
$3.35M +$1.24M +16,764 +60%
MSL
128
Mackay Shields LLC
New York
$3.32M -$13.8M -186,582 -81%
ERSOT
129
Employees Retirement System of Texas
Texas
$3.29M -$296K -4,000 -8%
Marshall Wace
130
Marshall Wace
United Kingdom
$3.25M -$5.12M -69,265 -62%
MIM
131
MetLife Investment Management
New Jersey
$3.21M -$84.3K -1,141 -3%
KTA
132
Keeley-Teton Advisors
Illinois
$3.1M +$220K +2,976 +8%
NIM
133
NXG Investment Management
Texas
$3.06M -$210K -2,849 -7%
AIMCA
134
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.84M +$1.32M +17,900 +90%
MSA
135
Mason Street Advisors
Wisconsin
$2.8M -$30.2K -409 -1%
MM
136
Midas Management
New York
$2.79M
Millennium Management
137
Millennium Management
New York
$2.76M -$27.4M -370,828 -91%
DCM
138
Donaldson Capital Management
Indiana
$2.71M +$2.67M +36,142 New
VIA
139
Vident Investment Advisory
Georgia
$2.63M +$2.26M +30,604 +685%
Treasurer of the State of North Carolina
140
Treasurer of the State of North Carolina
North Carolina
$2.58M -$85.4K -1,156 -3%
SBH
141
Segall Bryant & Hamill
Illinois
$2.53M -$647K -8,759 -21%
MCIM
142
Meadow Creek Investment Management
Georgia
$2.43M +$901K +12,192 +60%
Assenagon Asset Management
143
Assenagon Asset Management
Luxembourg
$2.42M +$2.38M +32,158 New
QIM
144
Quantitative Investment Management
Virginia
$2.31M +$2.02M +27,400 +830%
Voloridge Investment Management
145
Voloridge Investment Management
Florida
$2.25M +$2.21M +29,931 New
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$2.23M +$1.95M +26,454 +811%
DDPIC
147
Deroy & Devereaux Private Investment Counsel
Michigan
$2.17M -$7.39K -100 -0.3%
OPERF
148
Oregon Public Employees Retirement Fund
Oregon
$2.16M -$33.2K -450 -2%
UBS Group
149
UBS Group
Switzerland
$2.14M +$1.18M +15,925 +127%
SG Americas Securities
150
SG Americas Securities
New York
$2.13M +$1.53M +20,722 +272%

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.