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Oshkosh

411 hedge funds and large institutions have $5.92B invested in Oshkosh in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 116 increasing their positions, 157 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 32

26% more capital invested

Capital invested by funds: $4.7B → $5.92B (+$1.21B)

6% more funds holding

Funds holding: 386411 (+25)

0.78% more ownership

Funds ownership: 90.84%91.62% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

26% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 157

44% less call options, than puts

Call options by funds: $9.74M | Put options by funds: $17.5M

Holders
411
Holders Change
+25
Holders Change %
+6.48%
% of All Funds
8.1%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
69
Increased
116
Reduced
157
Closed
32
Calls
$9.74M
Puts
$17.5M
Net Calls
-$7.79M
Net Calls Change
-$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$2.26M +$205K +2,382 +11%
SRAM
152
Stone Ridge Asset Management
New York
$2.23M
AAM
153
Advisors Asset Management
Colorado
$2.21M +$97.5K +1,131 +5%
Pacer Advisors
154
Pacer Advisors
Pennsylvania
$2.19M -$236K -2,743 -11%
MAM
155
Meeder Asset Management
Ohio
$2.11M +$52K +603 +3%
OTPPB
156
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.09M +$1.9M +22,103 New
N
157
Natixis
France
$2.09M -$792K -9,192 -29%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$2.02M +$38.9K +451 +2%
GCM
159
Galibier Capital Management
Ontario, Canada
$1.92M -$4.75M -55,144 -73%
DekaBank Deutsche Girozentrale
160
DekaBank Deutsche Girozentrale
Germany
$1.92M +$1.47M +17,030 +532%
VRS
161
Virginia Retirement Systems
Virginia
$1.91M +$379K +4,400 +28%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$1.91M +$1.73M +20,067 +20,067%
Federated Hermes
163
Federated Hermes
Pennsylvania
$1.9M -$2.89M -33,593 -63%
SOMRS
164
State of Michigan Retirement System
Michigan
$1.89M +$17.2K +200 +1%
ERSOT
165
Employees Retirement System of Texas
Texas
$1.85M
NMIMC
166
Northwestern Mutual Investment Management Company
Wisconsin
$1.84M -$5.43K -63 -0.3%
M&T Bank
167
M&T Bank
New York
$1.81M +$228K +2,645 +16%
MLICM
168
Metropolitan Life Insurance Company (MetLife)
New York
$1.81M +$2.58K +30 +0.2%
AIP
169
Ameritas Investment Partners
Nebraska
$1.81M -$21K -244 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
170
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.76M -$371K -4,300 -19%
Connor, Clark & Lunn Investment Management (CC&L)
171
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.76M +$567K +6,584 +55%
Stifel Financial
172
Stifel Financial
Missouri
$1.75M +$19.4K +225 +1%
SIA
173
Sit Investment Associates
Minnesota
$1.73M
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
$1.68M +$2.15K +25 +0.1%
SBH
175
Segall Bryant & Hamill
Illinois
$1.59M -$1.05M -12,167 -42%

OSK Hedge Fund Activity: Q4 2019 in Review

411 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2019, worth a combined $5.92B — up 26% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new OSK positions and 32 closed out — a net gain of 37 holders — while 116 added to existing stakes and 157 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $117M. The largest seller was Citadel Advisors, cutting an estimated $84.2M.

  • 411 institutional investors held Oshkosh (OSK) as of Q4 2019, up from 386 in Q3 2019.
  • Funds reported $5.92B of Oshkosh stock for Q4 2019, up 26% quarter-over-quarter.
  • 69 funds opened new Oshkosh positions in Q4 2019 and 32 closed out, a net change of +37 holders.
  • The largest Oshkosh buyer in Q4 2019 was Aristotle Capital Management, an estimated $117M added.
  • The largest Oshkosh seller in Q4 2019 was Citadel Advisors, an estimated $84.2M sold.

Based on aggregated 13F filings for Q4 2019.