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360 hedge funds and large institutions have $4.63B invested in Oshkosh in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 137 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $9.96M

1% more capital invested

Capital invested by funds: $4.56B → $4.63B (+$64.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.7% less ownership

Funds ownership: 93.42%92.73% (-0.7%)

9% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 43

2% less funds holding

Funds holding: 366360 (-6)

17% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 137

Holders
360
Holders Change
-6
Holders Change %
-1.64%
% of All Funds
7.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
114
Reduced
137
Closed
43
Calls
$21.2M
Puts
$9.96M
Net Calls
+$11.3M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
301
Glassman Wealth Services
Virginia
$67K
QCG
302
Quadrant Capital Group
Ohio
$65K -$8.01K -104 -10%
PA
303
Parallel Advisors
California
$64K +$59K +766 +766%
CTC
304
Central Trust Company
Missouri
$63K -$1.54K -20 -2%
TFS
305
TrustCore Financial Services
Tennessee
$59K
CI Investments Inc
306
CI Investments Inc
Ontario, Canada
$49K +$51.1K +664 New
CT
307
Caldwell Trust
Florida
$46.6K +$23.1K +300 +90%
QT
308
Quantbot Technologies
New York
$46K -$227K -2,944 -82%
PCG
309
Private Capital Group
Connecticut
$43K +$308 +4 +0.7%
VFA
310
Valeo Financial Advisors
Indiana
$37K -$2.23K -29 -5%
CA
311
Clearstead Advisors
Ohio
$37K
CFB
312
Cullen/Frost Bankers
Texas
$37K
EWM
313
Endurance Wealth Management
Rhode Island
$37K
OIA
314
Optimum Investment Advisors
Illinois
$33K
AF
315
Advisornet Financial
Minnesota
$27K
FHC
316
First Horizon Corporation
Tennessee
$27K +$28.7K +373 New
IA
317
IFP Advisors
Florida
$25K
HNB
318
Huntington National Bank
Ohio
$23K +$154 +2 +0.6%
NSIM
319
North Star Investment Management
Illinois
$22K
POIA
320
Pin Oak Investment Advisors
Texas
$20K
NFG
321
Next Financial Group
Texas
$20K +$20.8K +270 New
PB
322
Pinnacle Bancorp
Nebraska
$17K
PFBT
323
Parkside Financial Bank & Trust
Missouri
$16K +$14.8K +192 +619%
BBHC
324
Brown Brothers Harriman & Co
New York
$15K
Millennium Management
325
Millennium Management
New York
$13.5K +$4.61M +59,933 +49%

OSK Hedge Fund Activity: Q3 2020 in Review

360 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2020, worth a combined $4.63B — up 1.4% from $4.56B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of OSK and 39 opened new positions — a net loss of 4 holders — while 137 trimmed existing stakes and 114 added.

The largest buyer was American Century Companies, adding an estimated $110M. The largest seller was Vanguard Group, cutting an estimated $39.2M.

  • 360 institutional investors held Oshkosh (OSK) as of Q3 2020, down from 366 in Q2 2020.
  • Funds reported $4.63B of Oshkosh stock for Q3 2020, up 1.4% quarter-over-quarter.
  • 39 funds opened new Oshkosh positions in Q3 2020 and 43 closed out, a net change of -4 holders.
  • The largest Oshkosh buyer in Q3 2020 was American Century Companies, an estimated $110M added.
  • The largest Oshkosh seller in Q3 2020 was Vanguard Group, an estimated $39.2M sold.

Based on aggregated 13F filings for Q3 2020.