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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
DM
176
Delphi Management
Massachusetts
$1.5M -$319K -4,315 -18%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$1.45M +$297K +4,019 +26%
CC
178
Cipher Capital
New York
$1.44M -$2.44M -33,072 -63%
Stifel Financial
179
Stifel Financial
Missouri
$1.44M +$790K +10,686 +128%
GAM
180
Gotham Asset Management
New York
$1.43M -$17.4M -235,861 -93%
MPAM
181
Monarch Partners Asset Management
Massachusetts
$1.42M +$1.4M +18,910 New
LSERS
182
Louisiana State Employees Retirement System
Louisiana
$1.41M -$22.2K -300 -2%
BAM
183
Blueshift Asset Management
New Jersey
$1.39M +$1.37M +18,538 New
SIA
184
Sit Investment Associates
Minnesota
$1.38M -$88.7K -1,200 -6%
QI
185
QS Investors
New York
$1.38M -$111K -1,507 -8%
FFBTD
186
First Financial Bank - Trust Division
Ohio
$1.36M -$2.2M -29,756 -62%
CIBC World Market
187
CIBC World Market
Ontario, Canada
$1.35M -$22.9K -310 -2%
MAM
188
Meeder Asset Management
Ohio
$1.35M +$227K +3,074 +21%
AIM
189
Alambic Investment Management
California
$1.35M -$356K -4,820 -21%
CIM
190
CenturyLink Investment Management
Colorado
$1.33M +$1.31M +17,676 New
ACI
191
AMP Capital Investors
Australia
$1.33M -$857K -11,596 -39%
Citigroup
192
Citigroup
New York
$1.32M +$1.06M +14,351 +445%
ECM
193
Element Capital Management
New York
$1.29M -$1.13M -15,322 -47%
AAM
194
Advisors Asset Management
Colorado
$1.25M +$221K +2,996 +22%
GC
195
Globeflex Capital
California
$1.24M -$136K -1,843 -10%
CCP
196
Corient Capital Partners
California
$1.24M +$83.6K +1,132 +7%
WCM Investment Management
197
WCM Investment Management
California
$1.24M +$1.22M +16,488 New
SAM
198
Seelaus Asset Management
New Jersey
$1.22M
TI
199
Trexquant Investment
Connecticut
$1.22M -$445K -6,024 -27%
CIC
200
Cornercap Investment Counsel
Georgia
$1.21M -$11.1K -150 -0.9%

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.