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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
PP
201
Paloma Partners
Connecticut
$1.02M -$895K -12,426 -47%
VF
202
Virtu Financial
New York
$1.02M +$1.03M +14,256 New
EA
203
Emerald Advisers
Pennsylvania
$998K -$34K -472 -3%
NMIMC
204
Northwestern Mutual Investment Management Company
Wisconsin
$982K -$54K -750 -5%
URS
205
Utah Retirement Systems
Utah
$958K -$14.4K -200 -1%
PI
206
Putnam Investments
Massachusetts
$934K -$5.26M -73,055 -85%
FHB
207
First Hawaiian Bank
Hawaii
$892K +$902K +12,520 New
Stifel Financial
208
Stifel Financial
Missouri
$848K +$129K +1,797 +18%
NA
209
Neuburgh Advisers
California
$842K +$88.7K +1,232 +12%
MPPLM
210
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$780K +$27.8K +386 +4%
M&T Bank
211
M&T Bank
New York
$762K +$151K +2,092 +24%
AAM
212
Advisors Asset Management
Colorado
$740K -$15.3K -213 -2%
SAM
213
Scopus Asset Management
New York
$730K -$4.02M -55,747 -84%
Janus Henderson Group
214
Janus Henderson Group
United Kingdom
$728K -$2.32M -32,200 -76%
Creative Planning
215
Creative Planning
Kansas
$721K -$40.8K -566 -5%
BC
216
Brinker Capital
Pennsylvania
$704K +$17.5K +243 +3%
WT
217
Whittier Trust
California
$698K +$2.88K +40 +0.4%
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$690K -$1.8K -25 -0.3%
OI
219
Oakbrook Investments
Illinois
$663K +$162K +2,250 +32%
AG
220
Advisor Group
Arizona
$651K +$186K +2,579 +39%
MIA
221
MainStreet Investment Advisors
Illinois
$643K -$19K -264 -3%
SAM
222
Securian Asset Management
Minnesota
$638K -$14.9K -207 -2%
B
223
Bailard
California
$628K +$635K +8,815 New
Teacher Retirement System of Texas
224
Teacher Retirement System of Texas
Texas
$620K -$463K -6,433 -42%
MCIM
225
Meadow Creek Investment Management
Georgia
$612K +$64.5K +896 +12%

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.