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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
BlackRock
1
BlackRock
New York
$514M +$47M +652,069 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$480M -$26.9M -373,738 -5%
Aristotle Capital Management
3
Aristotle Capital Management
California
$411M +$12.9M +179,772 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$226M -$39.3M -545,903 -15%
State Street
5
State Street
Massachusetts
$174M +$40.4M +560,320 +30%
AllianceBernstein
6
AllianceBernstein
Tennessee
$151M +$1.45M +20,130 +1%
AQR Capital Management
7
AQR Capital Management
Connecticut
$125M -$32.6M -451,990 -20%
Canada Life
8
Canada Life
Manitoba, Canada
$119M -$15.2K -211 -0%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$119M -$981K -13,619 -0.8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$111M +$48.3M +670,251 +75%
LSV Asset Management
11
LSV Asset Management
Illinois
$79.2M +$2.33M +32,300 +3%
Invesco
12
Invesco
Georgia
$73.8M -$424K -5,882 -0.6%
Ameriprise
13
Ameriprise
Minnesota
$71.6M -$4.96M -68,879 -6%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$67.6M +$753K +10,450 +1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$63.6M +$15.6M +215,881 +32%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$63.6M +$1.6M +22,252 +3%
Norges Bank
17
Norges Bank
Norway
$60.3M
Millennium Management
18
Millennium Management
New York
$51.3M -$17.6M -244,754 -25%
Goldman Sachs
19
Goldman Sachs
New York
$49.2M +$8.6M +119,360 +21%
Prudential Financial
20
Prudential Financial
New Jersey
$49.1M -$6.34M -88,002 -11%
Northern Trust
21
Northern Trust
Illinois
$48.8M +$2.8M +38,864 +6%
Bank of America
22
Bank of America
North Carolina
$39.4M +$3.63M +50,413 +10%
Citadel Advisors
23
Citadel Advisors
Florida
$36.6M -$83.2M -1,154,590 -69%
Capital Research Global Investors
24
Capital Research Global Investors
California
$35.6M
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$35.6M +$6.95M +96,500 +24%

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.