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447 hedge funds and large institutions have $7.03B invested in Oshkosh in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 150 increasing their positions, 154 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $15.5M

20% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 61

11% more capital invested

Capital invested by funds: $6.34B → $7.03B (+$688M)

2.2% more ownership

Funds ownership: 90.42%92.62% (+2.2%)

2% more funds holding

Funds holding: 439447 (+8)

3% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 154

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
447
Holders Change
+8
Holders Change %
+1.82%
% of All Funds
6.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
73
Increased
150
Reduced
154
Closed
61
Calls
$46.9M
Puts
$15.5M
Net Calls
+$31.5M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
301
Cresset Asset Management
Illinois
$290K +$282K +2,576 New
HWIS
302
Hancock Whitney Investment Services
Louisiana
$289K +$280K +2,564 New
PRC
303
Pearl River Capital
Michigan
$288K -$462K -4,225 -62%
AT
304
American Trust
Kentucky
$286K +$278K +2,540 New
EFS
305
Essex Financial Services
Connecticut
$285K -$415K -3,796 -60%
GCP
306
GSA Capital Partners
United Kingdom
$277K +$268K +2,455 New
ANB
307
Amarillo National Bank
Texas
$272K
KAS
308
Kestra Advisory Services
Texas
$272K +$2.29K +21 +0.9%
BFS
309
Bradley Foster & Sargent
Connecticut
$271K
WIM
310
Wilen Investment Management
Florida
$269K -$5.46K -50 -2%
Fuller & Thaler Asset Management
311
Fuller & Thaler Asset Management
California
$264K -$84.4K -772 -25%
ED
312
Exane Derivatives
France
$264K +$21.4K +196 +9%
II
313
Inspire Investing
Idaho
$248K -$2.08K -19 -0.9%
SWA
314
Sutton Wealth Advisors
Florida
$248K +$874 +8 +0.4%
QC
315
Quent Capital
New York
$247K +$239K +2,189 New
WB
316
West Bancorporation
Iowa
$246K +$238K +2,179 New
BMSSC
317
B. Metzler seel. Sohn & Co
Germany
$240K -$2.95M -26,995 -93%
FM
318
Foster & Motley
Ohio
$238K
JIC
319
Johnson Investment Counsel
Ohio
$232K
TI
320
Trexquant Investment
Connecticut
$232K +$225K +2,062 New
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$229K +$12.3K +113 +6%
EVM
322
Eaton Vance Management
Massachusetts
$228K +$1.64K +15 +0.7%
SWM
323
Silverlake Wealth Management
Vermont
$225K +$219K +2,000 New
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$220K +$213K +1,949 New
Koshinski Asset Management
325
Koshinski Asset Management
Illinois
$219K -$73.4K -672 -26%

OSK Hedge Fund Activity: Q4 2021 in Review

447 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2021, worth a combined $7.03B — up 11% from $6.34B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new OSK positions and 61 closed out — a net gain of 12 holders — while 150 added to existing stakes and 154 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $422M. The largest seller was Boston Partners, cutting an estimated $90M.

  • 447 institutional investors held Oshkosh (OSK) as of Q4 2021, up from 439 in Q3 2021.
  • Funds reported $7.03B of Oshkosh stock for Q4 2021, up 11% quarter-over-quarter.
  • 73 funds opened new Oshkosh positions in Q4 2021 and 61 closed out, a net change of +12 holders.
  • The largest Oshkosh buyer in Q4 2021 was Aristotle Capital Management, an estimated $422M added.
  • The largest Oshkosh seller in Q4 2021 was Boston Partners, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2021.