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380 hedge funds and large institutions have $4.64B invested in Oshkosh in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 141 increasing their positions, 133 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 133

2% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 47

0% less capital invested

Capital invested by funds: $4.64B → $4.64B (-$753K)

0.17% less ownership

Funds ownership: 89.28%89.1% (-0.17%)

1% less funds holding

Funds holding: 382380 (-2)

38% less call options, than puts

Call options by funds: $9.04M | Put options by funds: $14.6M

Holders
380
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
8.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
48
Increased
141
Reduced
133
Closed
47
Calls
$9.04M
Puts
$14.6M
Net Calls
-$5.56M
Net Calls Change
+$3.34M
Name Holding Trade Value Shares
Change
Change in
Stake
DDPIC
151
Deroy & Devereaux Private Investment Counsel
Michigan
$2.15M +$932K +12,936 +75%
Russell Investments Group
152
Russell Investments Group
United Kingdom
$2.14M +$285K +3,956 +15%
O
153
OppenheimerFunds
New York
$2.13M +$81.2K +1,127 +4%
OPERF
154
Oregon Public Employees Retirement Fund
Oregon
$2.08M +$11.8K +164 +0.6%
Federated Hermes
155
Federated Hermes
Pennsylvania
$2.06M -$26.1K -362 -1%
SCM
156
Stevens Capital Management
Pennsylvania
$2.03M +$2.05M +28,477 New
SAM
157
Shell Asset Management
Netherlands
$2.01M
DTL
158
Dynamic Technology Lab
Singapore
$1.95M +$1.3M +18,079 +196%
SOMRS
159
State of Michigan Retirement System
Michigan
$1.92M -$14.4K -200 -0.7%
CSS
160
Cubist Systematic Strategies
Connecticut
$1.9M +$1.09M +15,088 +130%
Pacer Advisors
161
Pacer Advisors
Pennsylvania
$1.87M +$208K +2,882 +12%
Balyasny Asset Management
162
Balyasny Asset Management
Illinois
$1.86M +$1.88M +26,136 New
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$1.85M +$1.84M +25,527 +5,136%
HW
164
Hancock Whitney
Mississippi
$1.82M +$279K +3,868 +18%
SB
165
Suntrust Banks
Georgia
$1.7M +$56.1K +779 +3%
SRAM
166
Stone Ridge Asset Management
New York
$1.64M +$27.2K +377 +2%
SIA
167
Sit Investment Associates
Minnesota
$1.56M -$886K -12,300 -36%
HSBC Holdings
168
HSBC Holdings
United Kingdom
$1.56M +$409K +5,680 +35%
TCM
169
Tributary Capital Management
Nebraska
$1.55M -$274K -3,800 -15%
VRS
170
Virginia Retirement Systems
Virginia
$1.55M +$627K +8,700 +66%
AIP
171
Ameritas Investment Partners
Nebraska
$1.54M -$18.7K -259 -1%
VOYA Investment Management
172
VOYA Investment Management
Georgia
$1.53M +$431K +5,987 +39%
FQ
173
First Quadrant
California
$1.52M
MLICM
174
Metropolitan Life Insurance Company (MetLife)
New York
$1.49M -$32.6K -453 -2%
CBOA
175
Commonwealth Bank of Australia
Australia
$1.45M +$706K +9,800 +93%

OSK Hedge Fund Activity: Q3 2018 in Review

380 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2018, worth a combined $4.64B — down 0.02% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OSK positions and 47 closed out — a net gain of 1 holder — while 141 added to existing stakes and 133 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.3M. The largest seller was Citadel Advisors, cutting an estimated $83.2M.

  • 380 institutional investors held Oshkosh (OSK) as of Q3 2018, down from 382 in Q2 2018.
  • Funds reported $4.64B of Oshkosh stock for Q3 2018, down 0.02% quarter-over-quarter.
  • 48 funds opened new Oshkosh positions in Q3 2018 and 47 closed out, a net change of +1 holder.
  • The largest Oshkosh buyer in Q3 2018 was Fidelity Investments, an estimated $48.3M added.
  • The largest Oshkosh seller in Q3 2018 was Citadel Advisors, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2018.