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452 hedge funds and large institutions have $7.59B invested in Oshkosh in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 159 increasing their positions, 155 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 46

17% more call options, than puts

Call options by funds: $50.7M | Put options by funds: $43.5M

6% more funds holding

Funds holding: 428452 (+24)

5% more capital invested

Capital invested by funds: $7.22B → $7.59B (+$371M)

3% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 155

0.21% less ownership

Funds ownership: 89.49%89.28% (-0.21%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
452
Holders Change
+24
Holders Change %
+5.61%
% of All Funds
7.87%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
71
Increased
159
Reduced
155
Closed
46
Calls
$50.7M
Puts
$43.5M
Net Calls
+$7.23M
Net Calls Change
-$342K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
276
SOA Wealth Advisors
New York
$536K +$529K +4,186 +3,518%
HIM
277
Hillsdale Investment Management
Ontario, Canada
$535K +$531K +4,200 +4,421%
WPC
278
White Pine Capital
Minnesota
$532K +$12.6K +100 +2%
TCM
279
Tributary Capital Management
Nebraska
$525K +$533K +4,212 New
SP
280
Symmetry Partners
Connecticut
$523K
Cambridge Investment Research Advisors
281
Cambridge Investment Research Advisors
Iowa
$517K -$68.3K -540 -12%
P
282
Pitcairn
Pennsylvania
$513K -$17.2K -136 -3%
AUB
283
Atlantic Union Bankshares
Virginia
$511K -$25.3K -200 -5%
EAM
284
Eukles Asset Management
Ohio
$507K +$29.5K +233 +6%
PAMP
285
Polar Asset Management Partners
Ontario, Canada
$506K +$513K +4,058 New
CCP
286
Corient Capital Partners
California
$504K -$4.8K -38 -0.9%
PFS
287
Prospera Financial Services
Texas
$504K +$511K +4,041 New
LI
288
LVZ Inc
Michigan
$499K -$48.9K -387 -9%
HT
289
Heritage Trust
Oklahoma
$477K +$484K +3,831 New
SCM
290
Shelton Capital Management
Colorado
$471K
BDF
291
Balasa Dinverno & Foltz
$456K +$9.48K +75 +2%
CAG
292
Csenge Advisory Group
Florida
$454K -$2.28K -18 -0.5%
PCM
293
Prelude Capital Management
New York
$444K -$43.4K -343 -9%
Koshinski Asset Management
294
Koshinski Asset Management
Illinois
$442K +$134K +1,057 +42%
WAM
295
World Asset Management
Michigan
$434K -$25.4K -201 -5%
DWA
296
Dorsey Wright & Associates
California
$433K +$439K +3,473 New
ABC
297
Associated Banc-Corp
Wisconsin
$421K +$427K +3,381 New
Fuller & Thaler Asset Management
298
Fuller & Thaler Asset Management
California
$409K -$50.6K -400 -11%
BRWA
299
B. Riley Wealth Advisors
Florida
$403K +$408K +3,230 New
AAS
300
Avantax Advisory Services
Texas
$392K +$2.28K +18 +0.6%

OSK Hedge Fund Activity: Q2 2021 in Review

452 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2021, worth a combined $7.59B — up 5.1% from $7.22B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new OSK positions and 46 closed out — a net gain of 25 holders — while 159 added to existing stakes and 155 trimmed.

The largest buyer was Invesco, adding an estimated $168M. The largest seller was AllianceBernstein, cutting an estimated $84.9M.

  • 452 institutional investors held Oshkosh (OSK) as of Q2 2021, up from 428 in Q1 2021.
  • Funds reported $7.59B of Oshkosh stock for Q2 2021, up 5.1% quarter-over-quarter.
  • 71 funds opened new Oshkosh positions in Q2 2021 and 46 closed out, a net change of +25 holders.
  • The largest Oshkosh buyer in Q2 2021 was Invesco, an estimated $168M added.
  • The largest Oshkosh seller in Q2 2021 was AllianceBernstein, an estimated $84.9M sold.

Based on aggregated 13F filings for Q2 2021.