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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
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
$645K +$68.9K +600 +11%
SAM
252
Securian Asset Management
Minnesota
$630K -$17.3K -151 -2%
UCFA
253
United Capital Financial Advisors
Texas
$618K +$1.49K +13 +0.2%
FQ
254
First Quadrant
California
$611K
WANY
255
Wealthspire Advisors (New York)
New York
$607K -$80.9K -704 -11%
SWA
256
SOA Wealth Advisors
New York
$604K +$184K +1,598 +37%
TRCT
257
Tower Research Capital (TRC)
New York
$599K -$84K -731 -11%
US Bancorp
258
US Bancorp
Minnesota
$589K -$28.4K -247 -4%
Massachusetts Financial Services
259
Massachusetts Financial Services
Massachusetts
$580K +$651K +5,670 New
Public Employees Retirement Association of Colorado
260
Public Employees Retirement Association of Colorado
Colorado
$570K
CSA
261
Cottage Street Advisors
Massachusetts
$567K +$5.97K +52 +0.9%
MSRPS
262
Maryland State Retirement & Pension System
Maryland
$566K
OSIA
263
O'Shares Investment Advisers
Massachusetts
$562K +$631K +5,493 New
FC
264
FORA Capital
Florida
$553K +$621K +5,404 New
Creative Planning
265
Creative Planning
Kansas
$552K +$1.84K +16 +0.3%
CWM
266
Cornerstone Wealth Management
Missouri
$549K -$3.1K -27 -0.5%
CG
267
Colony Group
Massachusetts
$546K +$41.9K +365 +7%
MAM
268
Meeder Asset Management
Ohio
$543K -$5.63K -49 -0.9%
Wolverine Trading
269
Wolverine Trading
Illinois
$529K -$1.06M -9,226 -65%
ProShare Advisors
270
ProShare Advisors
Maryland
$517K -$72.6K -632 -11%
RIL
271
Rothschild Investment LLC
Illinois
$513K
RHBC
272
R.H. Bluestein & Co
Michigan
$512K
EAM
273
Eukles Asset Management
Ohio
$500K +$93.5K +814 +20%
PAM
274
Paradigm Asset Management
New York
$496K -$68.9K -600 -11%
HFS
275
Hantz Financial Services
Michigan
$494K -$685K -5,964 -55%

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.