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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
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$78K -$478 -7 -0.6%
WT
302
Washington Trust
Rhode Island
$73K +$1.5K +22 +2%
AA
303
Ancora Advisors
Ohio
$72K
RE
304
RBC Europe
United Kingdom
$71.6K
QCG
305
Quadrant Capital Group
Ohio
$71K -$28.1K -412 -29%
CAL
306
Capital Analysts LLC
Pennsylvania
$67K
GWS
307
Glassman Wealth Services
Virginia
$65K -$21.5K -315 -26%
CTC
308
Central Trust Company
Missouri
$62K -$30.4K -445 -34%
TFS
309
TrustCore Financial Services
Tennessee
$57K
FCA
310
FinTrust Capital Advisors
South Carolina
$54K +$25.7K +376 +101%
AIL
311
AGF Investments LLC
Ontario, Canada
$54K +$51.3K +751 New
PCG
312
Private Capital Group
Connecticut
$42K +$1.36K +20 +4%
VFA
313
Valeo Financial Advisors
Indiana
$38K +$1.98K +29 +6%
CA
314
Clearstead Advisors
Ohio
$36K
CFB
315
Cullen/Frost Bankers
Texas
$36K
EWM
316
Endurance Wealth Management
Rhode Island
$36K
VNA
317
Valley National Advisers
Pennsylvania
$35K +$18.5K +271 +128%
OIA
318
Optimum Investment Advisors
Illinois
$32K
SF
319
Synovus Financial
Georgia
$31K -$69.7K -1,021 -70%
Acadian Asset Management
320
Acadian Asset Management
Massachusetts
$28K -$68.8K -1,008 -72%
AF
321
Advisornet Financial
Minnesota
$26K
IA
322
IFP Advisors
Florida
$25K
CT
323
Caldwell Trust
Florida
$23.9K
HNB
324
Huntington National Bank
Ohio
$22K +$16.4K +240 +329%
NSIM
325
North Star Investment Management
Illinois
$21K -$34.8K -510 -63%

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.