Oshkosh
363 hedge funds and large institutions have $4.16B invested in Oshkosh in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 138 reducing their positions, and 89 closing their positions.
85% more call options, than puts
Call options by funds: $13.2M | Put options by funds: $7.14M
3.37% more ownership
Funds ownership: 91.62% → 94.98% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
12% less funds holding
Funds holding: 411 → 363 (-48)
17% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 138
30% less capital invested
Capital invested by funds: $5.92B → $4.16B (-$1.76B)
49% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$148M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
+$141M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$129M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$46.8M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$32.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$50.6M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$49.4M |
| 3 |
BlackRock
New York
|
-$37.6M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$36.4M |
| 5 |
Man Group
London,
United Kingdom
|
-$36.4M |
OSK Hedge Fund Activity: Q1 2020 in Review
363 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2020, worth a combined $4.16B — down 30% from $5.92B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of OSK and 45 opened new positions — a net loss of 44 holders — while 138 trimmed existing stakes and 115 added.
The largest buyer was Fidelity Investments, adding an estimated $148M. The largest seller was Bank of Montreal, cutting an estimated $50.6M.
- 363 institutional investors held Oshkosh (OSK) as of Q1 2020, down from 411 in Q4 2019.
- Funds reported $4.16B of Oshkosh stock for Q1 2020, down 30% quarter-over-quarter.
- 45 funds opened new Oshkosh positions in Q1 2020 and 89 closed out, a net change of -44 holders.
- The largest Oshkosh buyer in Q1 2020 was Fidelity Investments, an estimated $148M added.
- The largest Oshkosh seller in Q1 2020 was Bank of Montreal, an estimated $50.6M sold.
Based on aggregated 13F filings for Q1 2020.