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366 hedge funds and large institutions have $4.56B invested in Oshkosh in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 113 increasing their positions, 158 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

10% more capital invested

Capital invested by funds: $4.16B → $4.56B (+$405M)

1% more funds holding

Funds holding: 363366 (+3)

6% less call options, than puts

Call options by funds: $8.69M | Put options by funds: $9.23M

1.56% less ownership

Funds ownership: 94.98%93.42% (-1.6%)

28% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 158

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
366
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
7.5%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
43
Increased
113
Reduced
158
Closed
39
Calls
$8.69M
Puts
$9.23M
Net Calls
-$540K
Net Calls Change
-$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
276
LS Investment Advisors
Michigan
$250K +$12.6K +184 +6%
AA
277
ALPS Advisors
Colorado
$248K -$26.2K -384 -10%
KHLMTHM
278
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$248K
ICM
279
Islay Capital Management
Texas
$247K -$3.28K -48 -1%
Canada Pension Plan Investment Board
280
Canada Pension Plan Investment Board
Ontario, Canada
$246K -$3.17M -46,478 -93%
BAM
281
Blueshift Asset Management
New Jersey
$243K +$231K +3,390 New
FMT
282
First Mercantile Trust
Tennessee
$236K +$146K +2,142 +186%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$230K
VFA
284
Voya Financial Advisors
Connecticut
$227K +$217K +3,182 New
ABC
285
Associated Banc-Corp
Wisconsin
$219K +$206K +3,022 +10,421%
PA
286
Profund Advisors
Maryland
$217K +$207K +3,034 New
ECM
287
ETrade Capital Management
Virginia
$214K +$203K +2,981 New
WIM
288
Wilen Investment Management
Florida
$213K +$205K +3,000 New
SP
289
Symmetry Partners
Connecticut
$210K -$145K -2,122 -42%
DA
290
Denali Advisors
California
$201K -$191K -2,800 -50%
BDF
291
Balasa Dinverno & Foltz
$201K -$190K -2,781 -50%
SCA
292
Stonebridge Capital Advisors
Minnesota
$175K
SWA
293
Sutton Wealth Advisors
Florida
$157K
C
294
Cerebellum
California
$130K +$97.3K +1,425 New
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$109K +$104K +1,526 New
PAG
296
Private Advisor Group
New Jersey
$105K +$100K +1,466 New
JFGIW
297
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97K +$17.7K +260 +24%
FC
298
FORA Capital
Florida
$89K -$18.9K -277 -18%
BCA
299
Bray Capital Advisors
Florida
$86K
GWM
300
Geneos Wealth Management
Colorado
$82K

OSK Hedge Fund Activity: Q2 2020 in Review

366 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2020, worth a combined $4.56B — up 9.7% from $4.16B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new OSK positions and 39 closed out — a net gain of 4 holders — while 113 added to existing stakes and 158 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $75.3M. The largest seller was VOYA Investment Management, cutting an estimated $39.2M.

  • 366 institutional investors held Oshkosh (OSK) as of Q2 2020, up from 363 in Q1 2020.
  • Funds reported $4.56B of Oshkosh stock for Q2 2020, up 9.7% quarter-over-quarter.
  • 43 funds opened new Oshkosh positions in Q2 2020 and 39 closed out, a net change of +4 holders.
  • The largest Oshkosh buyer in Q2 2020 was AllianceBernstein, an estimated $75.3M added.
  • The largest Oshkosh seller in Q2 2020 was VOYA Investment Management, an estimated $39.2M sold.

Based on aggregated 13F filings for Q2 2020.