We are live on ! Find out more

439 hedge funds and large institutions have $6.34B invested in Oshkosh in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 167 increasing their positions, 142 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $50.5M | Put options by funds: $27.7M

18% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 142

1.14% more ownership

Funds ownership: 89.28%90.42% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 452439 (-13)

15% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 67

17% less capital invested

Capital invested by funds: $7.59B → $6.34B (-$1.25B)

Holders
439
Holders Change
-13
Holders Change %
-2.88%
% of All Funds
7.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
57
Increased
167
Reduced
142
Closed
67
Calls
$50.5M
Puts
$27.7M
Net Calls
+$22.8M
Net Calls Change
+$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
226
People's United Financial
Connecticut
$877K -$2.3K -20 -0.2%
DBRC
227
D.B. Root & Company
Pennsylvania
$862K -$170K -1,477 -15%
SI
228
Sapience Investments
California
$838K
TW
229
TrinityPoint Wealth
Connecticut
$836K +$42K +366 +5%
VCM
230
Virtue Capital Management
Tennessee
$821K -$36.5K -318 -4%
BSA
231
Braun Stacey Associates
New York
$819K
William Blair & Company
232
William Blair & Company
Illinois
$810K -$7.24K -63 -0.8%
VI
233
Versor Investments
New York
$805K +$151K +1,313 +20%
X
234
Xponance
Pennsylvania
$791K -$33.9K -295 -4%
FFBTD
235
First Financial Bank - Trust Division
Ohio
$789K -$100K -871 -10%
DM
236
Delphi Management
Massachusetts
$781K -$40.1K -349 -4%
BRWA
237
B. Riley Wealth Advisors
Florida
$769K +$492K +4,280 +133%
Zurich Cantonal Bank
238
Zurich Cantonal Bank
Switzerland
$749K +$62.4K +543 +8%
WG
239
Winton Group
United Kingdom
$736K +$149K +1,298 +22%
Bessemer Group
240
Bessemer Group
New Jersey
$732K
Axa
241
Axa
France
$717K -$310K -2,700 -28%
AG
242
Algert Global
California
$695K +$780K +6,793 New
PRC
243
Pearl River Capital
Michigan
$694K +$779K +6,780 New
SFI
244
Susquehanna Fundamental Investments
Pennsylvania
$693K -$1.35M -11,781 -64%
BEAM
245
Baker Ellis Asset Management
Washington
$677K
NEWAS
246
N.E.W. Advisory Services
Wisconsin
$675K -$3.45K -30 -0.5%
WTC
247
WhitTier Trust Company
Nevada
$662K +$34.7K +302 +5%
CCIA
248
Campbell & Co Investment Adviser
Maryland
$650K +$431K +3,750 +144%
BAMF
249
BI Asset Management Fondsmaeglerselskab
Denmark
$649K +$728K +6,341 New
EFS
250
Essex Financial Services
Connecticut
$647K -$167K -1,457 -19%

OSK Hedge Fund Activity: Q3 2021 in Review

439 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2021, worth a combined $6.34B — down 17% from $7.59B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of OSK and 57 opened new positions — a net loss of 10 holders — while 142 trimmed existing stakes and 167 added.

The largest buyer was JP Morgan Chase, adding an estimated $79M. The largest seller was Franklin Resources, cutting an estimated $84.9M.

  • 439 institutional investors held Oshkosh (OSK) as of Q3 2021, down from 452 in Q2 2021.
  • Funds reported $6.34B of Oshkosh stock for Q3 2021, down 17% quarter-over-quarter.
  • 57 funds opened new Oshkosh positions in Q3 2021 and 67 closed out, a net change of -10 holders.
  • The largest Oshkosh buyer in Q3 2021 was JP Morgan Chase, an estimated $79M added.
  • The largest Oshkosh seller in Q3 2021 was Franklin Resources, an estimated $84.9M sold.

Based on aggregated 13F filings for Q3 2021.