Skylands Capital Has Lifted Its Oshkosh (OSK) Stake by $3.12 Million; Shares Declined; Matthews International Capital Management Has Cut Its Holding in P T Telekomunikasi Indonesia (TLK) as Shares Declined

June 13, 2018 - By Adrian Erickson

Perusahaan Perseroan (NYSE:Persero PT Telekomunikasi Indonesia Tbk) Logo

Matthews International Capital Management Llc decreased its stake in P T Telekomunikasi Indonesia (TLK) by 4.23% based on its latest 2018Q1 regulatory filing with the SEC. Matthews International Capital Management Llc sold 105,600 shares as the company’s stock declined 15.68% with the market. The institutional investor held 2.39M shares of the public utilities company at the end of 2018Q1, valued at $63.17M, down from 2.50M at the end of the previous reported quarter. Matthews International Capital Management Llc who had been investing in P T Telekomunikasi Indonesia for a number of months, seems to be less bullish one the $26.62B market cap company. The stock increased 1.50% or $0.4 during the last trading session, reaching $27.09. About 185,253 shares traded. Perusahaan Perseroan (NYSE:TLK) has declined 24.75% since June 13, 2017 and is downtrending. It has underperformed by 37.32% the S&P500.

Charles Paquelet increased its stake in Oshkosh Corp (OSK) by 47.23% based on its latest 2018Q1 regulatory filing with the SEC. Skylands Capital Llc bought 40,550 shares as the company’s stock declined 7.17% with the market. The hedge fund run by Charles Paquelet held 126,400 shares of the auto manufacturing company at the end of 2018Q1, valued at $9.77M, up from 85,850 at the end of the previous reported quarter. Skylands Capital Llc who had been investing in Oshkosh Corp for a number of months, seems to be bullish on the $5.49B market cap company. The stock decreased 1.65% or $1.25 during the last trading session, reaching $74.29. About 257,416 shares traded. Oshkosh Corporation (NYSE:OSK) has risen 18.01% since June 13, 2017 and is uptrending. It has outperformed by 5.44% the S&P500. Some Historical OSK News: 03/05/2018 – xG Technology’s IMT Vislink Partners with Frontline Communications on Customized Newsnet® Mobile Demo Vehicle; 23/04/2018 – MOODY’S UPGRADES OSHKOSH SR UNSECURED RATING TO Ba1; 19/03/2018 – OSHKOSH CORP OSK.N : DEUTSCHE BANK RAISES TO BUY FROM HOLD; 03/05/2018 – S&PGR Rts Oshkosh Corp.’s Prpsd $300M Snr Unsecured Nts ‘BBB’; 24/04/2018 – Oshkosh Closes Below 50-Day Moving Average: Technicals; 26/04/2018 – Oshkosh Sees FY EPS $5.10-EPS $5.55; 09/04/2018 – OSHKOSH – UNDER AMENDMENT, TO TRANSITION FROM SECURED FACILITIES UNDER EXISTING CREDIT AGREEMENT TO UNSECURED FACILITIES UNDER CREDIT AGREEMENT; 09/05/2018 – OSHKOSH CORP – WITH APPOINTMENT OF GENERAL ODIERNO, OSHKOSH CORPORATION HAS 12 BOARD MEMBERS; 05/03/2018 Among machinery manufacturers, Kostin expects Terex and Oshkosh to have less pricing power than Caterpillar and Deere; 09/04/2018 – OSHKOSH CORP SAYS ON APRIL 3, 2018, CO ENTERED INTO A SECOND AMENDED AND RESTATED CREDIT AGREEMENT – SEC FILING

Matthews International Capital Management Llc, which manages about $24.94 billion and $2.21 billion US Long portfolio, upped its stake in Broadcom Ltd by 34,800 shares to 364,500 shares, valued at $85.89M in 2018Q1, according to the filing. It also increased its holding in Hsbc Hldgs Plc (NYSE:HSBC) by 388,400 shares in the quarter, for a total of 2.31M shares, and has risen its stake in Vipshop Hldgs Ltd (Prn).

Since January 30, 2018, it had 0 insider buys, and 6 selling transactions for $1.27 million activity. 7,180 shares were sold by May Marek W., worth $568,791 on Monday, May 21. 2,300 shares were sold by Freeders James C, worth $199,410 on Monday, February 12. On Friday, February 16 the insider HAMILTON PETER B sold $130,815. Another trade for 1,061 shares valued at $96,360 was sold by KENNE LESLIE F.

Investors sentiment decreased to 0.96 in Q1 2018. Its down 0.11, from 1.07 in 2017Q4. It fall, as 34 investors sold OSK shares while 123 reduced holdings. 44 funds opened positions while 106 raised stakes. 65.46 million shares or 1.66% less from 66.57 million shares in 2017Q4 were reported. Point72 Asset Management Lp reported 75,000 shares or 0.02% of all its holdings. Principal Gp stated it has 392,756 shares. Segall Bryant And Hamill Limited Com owns 32,894 shares for 0.06% of their portfolio. Hbk Invs Limited Partnership holds 0.05% of its portfolio in Oshkosh Corporation (NYSE:OSK) for 63,117 shares. California State Teachers Retirement Sys has invested 0.02% in Oshkosh Corporation (NYSE:OSK). Thrivent Fincl For Lutherans invested in 1.58 million shares or 0.41% of the stock. Gam Hldgs Ag has 0.03% invested in Oshkosh Corporation (NYSE:OSK) for 10,619 shares. Captrust Finance Advisors has 0% invested in Oshkosh Corporation (NYSE:OSK). Tributary Cap Mngmt Limited Liability holds 0.17% of its portfolio in Oshkosh Corporation (NYSE:OSK) for 25,625 shares. First Retail Bank has 0.62% invested in Oshkosh Corporation (NYSE:OSK). State Treasurer State Of Michigan has 27,200 shares. Fifth Third Commercial Bank has invested 0% in Oshkosh Corporation (NYSE:OSK). Moreover, Verition Fund Limited Com has 0.17% invested in Oshkosh Corporation (NYSE:OSK). Toth Fin Advisory owns 91 shares or 0% of their US portfolio. 81,348 are held by Natixis Advsr Ltd Partnership.

Another recent and important Oshkosh Corporation (NYSE:OSK) news was published by Seekingalpha.com which published an article titled: “Cisco Is A High Quality Stock – Cramer’s Lightning Round (6/8/18)” on June 11, 2018.

Skylands Capital Llc, which manages about $986.41 million and $758.55M US Long portfolio, decreased its stake in Nn Inc (NASDAQ:NNBR) by 165,300 shares to 148,900 shares, valued at $3.57 million in 2018Q1, according to the filing. It also reduced its holding in Home Bancshares Inc (NASDAQ:HOMB) by 32,861 shares in the quarter, leaving it with 111,750 shares, and cut its stake in Core Mark Holding Co Inc (NASDAQ:CORE).

Oshkosh Corporation (NYSE:OSK) Institutional Positions Chart

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