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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
MMHP
201
Murphy Middleton Hinkle & Parker
Georgia
$1.2M +$74 +1 +0%
MPPLM
202
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.17M +$365K +4,946 +47%
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.16M -$1.2M -16,269 -51%
CSA
204
Cottage Street Advisors
Massachusetts
$1.16M +$377K +5,100 +50%
NMERB
205
New Mexico Educational Retirement Board
New Mexico
$1.11M
MAM
206
Martingale Asset Management
Massachusetts
$1.11M -$1.62M -21,981 -60%
AAIM
207
American Assets Investment Management
California
$1.11M
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$1.09M +$1.07M +14,511 New
AB
209
Amalgamated Bank
New York
$1.08M +$3.4K +46 +0.3%
SSA
210
Schonfeld Strategic Advisors
New York
$1.08M -$1.09M -14,741 -51%
FHB
211
First Hawaiian Bank
Hawaii
$1.04M +$133K +1,797 +15%
KAS
212
Kemnay Advisory Services
New York
$1.01M +$998K +13,512 New
TCM
213
Tributary Capital Management
Nebraska
$1.01M -$547K -7,400 -36%
TCM
214
Teza Capital Management
Illinois
$1M +$605K +8,185 +160%
ZIM
215
Zacks Investment Management
Illinois
$998K +$981K +13,281 New
VRS
216
Virginia Retirement Systems
Virginia
$992K +$7.39K +100 +0.8%
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$985K -$49.6K -671 -5%
URS
218
Utah Retirement Systems
Utah
$985K -$32.7K -443 -3%
PP
219
Paloma Partners
Connecticut
$978K +$280K +3,785 +41%
ARTA
220
A.R.T. Advisors
New York
$977K -$1.32M -17,900 -58%
MERSOM
221
Municipal Employees' Retirement System of Michigan
Michigan
$962K -$352K -4,760 -27%
SAM
222
Sandbar Asset Management
United Kingdom
$953K +$937K +12,684 New
BCM
223
Bayesian Capital Management
New York
$947K -$421K -5,700 -31%
NMIMC
224
Northwestern Mutual Investment Management Company
Wisconsin
$936K -$83.3K -1,128 -8%
HVIA
225
Hudson Valley Investment Advisors
New York
$931K -$107K -1,455 -11%

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.