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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$493M -$6M -81,215 -1%
BlackRock
2
BlackRock
New York
$471M -$14.1M -190,507 -3%
Aristotle Capital Management
3
Aristotle Capital Management
California
$429M +$11.4M +153,839 +3%
LSV Asset Management
4
LSV Asset Management
Illinois
$244M +$77.2M +1,044,322 +47%
State Street
5
State Street
Massachusetts
$166M -$3.31M -44,766 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$156M -$22.2M -301,035 -13%
Canada Life
7
Canada Life
Manitoba, Canada
$124M +$37.6K +509 +0%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$123M +$5.09M +68,899 +4%
AQR Capital Management
9
AQR Capital Management
Connecticut
$102M +$21.2M +287,385 +27%
AllianceBernstein
10
AllianceBernstein
Tennessee
$78.5M -$46M -623,131 -37%
Ameriprise
11
Ameriprise
Minnesota
$70.9M +$22.6M +306,280 +48%
Prudential Financial
12
Prudential Financial
New Jersey
$68.2M +$19.2M +259,858 +40%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$68.1M -$435K -5,887 -0.6%
Invesco
14
Invesco
Georgia
$67.3M -$11.6M -156,487 -15%
Capital World Investors
15
Capital World Investors
California
$66.7M +$9.38M +127,000 +17%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$64.5M -$364K -4,920 -0.6%
Norges Bank
17
Norges Bank
Norway
$63.6M
Fidelity Investments
18
Fidelity Investments
Massachusetts
$56.6M +$11M +148,585 +25%
Northern Trust
19
Northern Trust
Illinois
$56.3M +$5.22M +70,631 +10%
Franklin Resources
20
Franklin Resources
California
$52.4M +$18M +243,300 +53%
Bank of America
21
Bank of America
North Carolina
$50.5M +$14.7M +199,410 +42%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$49.7M +$16.3M +220,082 +50%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$48M +$18.5M +250,260 +64%
Charles Schwab
24
Charles Schwab
California
$47.2M +$5.44M +73,574 +13%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$43.7M -$1.59M -21,500 -4%

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.