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447 hedge funds and large institutions have $7.03B invested in Oshkosh in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 150 increasing their positions, 154 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $15.5M

20% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 61

11% more capital invested

Capital invested by funds: $6.34B → $7.03B (+$688M)

2.2% more ownership

Funds ownership: 90.42%92.62% (+2.2%)

2% more funds holding

Funds holding: 439447 (+8)

3% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 154

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
447
Holders Change
+8
Holders Change %
+1.82%
% of All Funds
6.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
73
Increased
150
Reduced
154
Closed
61
Calls
$46.9M
Puts
$15.5M
Net Calls
+$31.5M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
251
PEAK6 Investments
Illinois
$629K -$1.6M -14,612 -72%
Public Employees Retirement Association of Colorado
252
Public Employees Retirement Association of Colorado
Colorado
$628K
Creative Planning
253
Creative Planning
Kansas
$613K +$4.81K +44 +0.8%
MSRPS
254
Maryland State Retirement & Pension System
Maryland
$608K
CG
255
Colony Group
Massachusetts
$593K -$8.74K -80 -1%
WANY
256
Wealthspire Advisors (New York)
New York
$582K -$83.4K -763 -13%
DF
257
Donoghue Forlines
Massachusetts
$579K +$561K +5,137 New
TRCT
258
Tower Research Capital (TRC)
New York
$569K -$87.8K -803 -14%
RHBC
259
R.H. Bluestein & Co
Michigan
$564K
HI
260
Harbour Investments
Wisconsin
$560K -$551K -5,046 -50%
RIL
261
Rothschild Investment LLC
Illinois
$560K -$4.7K -43 -0.9%
Cambridge Investment Research Advisors
262
Cambridge Investment Research Advisors
Iowa
$552K +$10.9K +100 +2%
EAM
263
Eukles Asset Management
Ohio
$551K +$1.31K +12 +0.2%
Los Angeles Capital Management
264
Los Angeles Capital Management
California
$549K -$802K -7,336 -60%
MIA
265
MainStreet Investment Advisors
Illinois
$536K +$3.83K +35 +0.7%
P
266
Pitcairn
Pennsylvania
$519K +$28.7K +263 +6%
CWM
267
Cornerstone Wealth Management
Missouri
$514K -$76.3K -698 -13%
BC
268
Bowman & Company
Wisconsin
$503K +$487K +4,461 New
WPC
269
White Pine Capital
Minnesota
$499K -$2.73K -25 -0.6%
PAMS
270
Pictet Asset Management (Switzerland)
Switzerland
$498K -$109 -1 -0%
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$496K -$11K -101 -2%
Massachusetts Financial Services
272
Massachusetts Financial Services
Massachusetts
$495K -$139K -1,276 -23%
PAM
273
Paradigm Asset Management
New York
$479K -$65.6K -600 -12%
SP
274
Symmetry Partners
Connecticut
$473K
TCM
275
Tributary Capital Management
Nebraska
$468K +$18.3K +167 +4%

OSK Hedge Fund Activity: Q4 2021 in Review

447 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2021, worth a combined $7.03B — up 11% from $6.34B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new OSK positions and 61 closed out — a net gain of 12 holders — while 150 added to existing stakes and 154 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $422M. The largest seller was Boston Partners, cutting an estimated $90M.

  • 447 institutional investors held Oshkosh (OSK) as of Q4 2021, up from 439 in Q3 2021.
  • Funds reported $7.03B of Oshkosh stock for Q4 2021, up 11% quarter-over-quarter.
  • 73 funds opened new Oshkosh positions in Q4 2021 and 61 closed out, a net change of +12 holders.
  • The largest Oshkosh buyer in Q4 2021 was Aristotle Capital Management, an estimated $422M added.
  • The largest Oshkosh seller in Q4 2021 was Boston Partners, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2021.