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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
AIC
301
Ameritas Investment Company
Nebraska
$370K -$233K -1,846 -42%
EVM
302
Eaton Vance Management
Massachusetts
$365K +$202K +1,595 +119%
FWIA
303
Fort Washington Investment Advisors
Ohio
$357K -$68K -538 -16%
CM
304
Capula Management
Cayman Islands
$357K +$363K +2,868 New
QC
305
Quantedge Capital
Singapore
$349K +$354K +2,800 New
SBH
306
Segall Bryant & Hamill
Illinois
$342K
BCI
307
Brinker Capital Investments
Pennsylvania
$335K +$5.18K +41 +2%
Public Sector Pension Investment Board (PSP Investments)
308
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$327K +$331K +2,621 New
HIIFS
309
Harel Insurance Investments & Financial Services
Israel
$325K +$101K +800 New
FM
310
Foster & Motley
Ohio
$324K
CCIA
311
Campbell & Co Investment Adviser
Maryland
$324K +$329K +2,600 New
FMT
312
First Mercantile Trust
Tennessee
$322K -$51.2K -405 -14%
DT
313
Diversified Trust
Tennessee
$321K -$241K -1,905 -43%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$320K
WIM
315
Wilen Investment Management
Florida
$310K -$12.6K -100 -4%
KBC Group
316
KBC Group
Belgium
$306K
ANB
317
Amarillo National Bank
Texas
$301K
BFS
318
Bradley Foster & Sargent
Connecticut
$299K
ACH
319
ArrowMark Colorado Holdings
Colorado
$299K +$303K +2,400 New
GIA
320
Gladstone Institutional Advisory
Florida
$298K +$13K +103 +5%
VPIM
321
Vanguard Personalized Indexing Management
California
$284K +$288K +2,275 New
BMSSC
322
B. Metzler seel. Sohn & Co
Germany
$280K +$284K +2,247 New
MIP
323
Marietta Investment Partners
Wisconsin
$277K +$281K +2,220 New
MC
324
Maverick Capital
Texas
$277K +$281K +2,226 New
CI
325
Cigna Investments
Connecticut
$276K -$37.9K -300 -12%

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.