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Oshkosh

408 hedge funds and large institutions have $5.24B invested in Oshkosh in 2019 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 150 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more capital invested

Capital invested by funds: $4.72B → $5.24B (+$523M)

7% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 58

0.29% less ownership

Funds ownership: 89.73%89.43% (-0.29%)

0% less funds holding

Funds holding: 410408 (-2)

14% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 150

55% less call options, than puts

Call options by funds: $9.42M | Put options by funds: $21M

Holders
408
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
8.86%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
62
Increased
129
Reduced
150
Closed
58
Calls
$9.42M
Puts
$21M
Net Calls
-$11.6M
Net Calls Change
-$5.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
126
UBS Group
Switzerland
$3.76M +$1.3M +16,548 +58%
DCM
127
Donaldson Capital Management
Indiana
$3.56M +$516K +6,557 +18%
MC
128
Maverick Capital
Texas
$3.52M +$3.32M +42,160 New
KTA
129
Keeley-Teton Advisors
Illinois
$3.51M +$58.4K +742 +2%
MIM
130
MetLife Investment Management
New Jersey
$3.46M -$100K -1,276 -3%
Comerica Bank
131
Comerica Bank
Texas
$3.39M -$344K -4,365 -10%
RJA
132
Raymond James & Associates
Florida
$3.27M -$779K -9,900 -20%
Asset Management One
133
Asset Management One
Japan
$3.23M -$1.47M -18,734 -33%
Pacer Advisors
134
Pacer Advisors
Pennsylvania
$3.2M +$3.02M +38,322 New
CEP
135
Chicago Equity Partners
Illinois
$3.13M +$849K +10,785 +40%
MSA
136
Mason Street Advisors
Wisconsin
$3.11M +$1.42K +18 +0%
MM
137
Midas Management
New York
$3.1M
MCIM
138
Meadow Creek Investment Management
Georgia
$3.02M +$296K +3,760 +12%
Grantham, Mayo, Van Otterloo & Co (GMO)
139
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.98M -$1.09M -13,800 -28%
DDPIC
140
Deroy & Devereaux Private Investment Counsel
Michigan
$2.97M +$524K +6,650 +23%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$2.85M -$16.1K -204 -0.6%
CSS
142
Cubist Systematic Strategies
Connecticut
$2.82M +$510K +6,475 +24%
HCMT
143
Highland Capital Management (Tennessee)
Tennessee
$2.49M -$2.84M -36,021 -55%
AIMCA
144
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.49M -$630K -8,000 -21%
NIM
145
NXG Investment Management
Texas
$2.48M -$872K -11,073 -27%
SBH
146
Segall Bryant & Hamill
Illinois
$2.46M -$327K -4,148 -12%
EF
147
Empowered Funds
Pennsylvania
$2.42M +$2.28M +29,016 New
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$2.4M +$1.69M +21,458 +293%
QIM
149
Quantitative Investment Management
Virginia
$2.39M -$163K -2,076 -7%
RC
150
RegentAtlantic Capital
New Jersey
$2.37M +$522K +6,635 +31%

OSK Hedge Fund Activity: Q2 2019 in Review

408 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2019, worth a combined $5.24B — up 11% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new OSK positions and 58 closed out — a net gain of 4 holders — while 129 added to existing stakes and 150 trimmed.

The largest buyer was Prudential Financial, adding an estimated $68.3M. The largest seller was AllianceBernstein, cutting an estimated $72.7M.

  • 408 institutional investors held Oshkosh (OSK) as of Q2 2019, down from 410 in Q1 2019.
  • Funds reported $5.24B of Oshkosh stock for Q2 2019, up 11% quarter-over-quarter.
  • 62 funds opened new Oshkosh positions in Q2 2019 and 58 closed out, a net change of +4 holders.
  • The largest Oshkosh buyer in Q2 2019 was Prudential Financial, an estimated $68.3M added.
  • The largest Oshkosh seller in Q2 2019 was AllianceBernstein, an estimated $72.7M sold.

Based on aggregated 13F filings for Q2 2019.