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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
OPS
326
Orion Portfolio Solutions
Nebraska
$21K -$614 -9 -3%
AIC
327
Ayalon Insurance Company
Israel
$21K
POIA
328
Pin Oak Investment Advisors
Texas
$20K
PB
329
Pinnacle Bancorp
Nebraska
$16K
BBHC
330
Brown Brothers Harriman & Co
New York
$14K
AW
331
Alpha Windward
Massachusetts
$11K -$391K -5,731 -97%
GAM
332
Gemmer Asset Management
California
$11K
SPIA
333
Steward Partners Investment Advisory
New York
$11K +$68 +1 +0.7%
CCA
334
Column Capital Advisors
Indiana
$11K +$10.6K +156 New
KPW
335
Kore Private Wealth
New York
$10K +$3.82K +56 +60%
LFG
336
Larson Financial Group
Missouri
$10K +$9.83K +144 +7,200%
FMII
337
Farmers & Merchants Investments Inc
Nebraska
$9K +$2.32K +34 +39%
QI
338
QS Investors
New York
$8K -$721K -10,565 -99%
AAP
339
Arax Advisory Partners
Colorado
$8K +$68 +1 +0.9%
MLFP
340
MPS Loria Financial Planners
Illinois
$8K +$7.51K +110 New
APA
341
American Portfolios Advisors
New York
$7.09K
PA
342
Parallel Advisors
California
$7K -$4.23K -62 -38%
PFGIA
343
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$1.02K +15 +18%
BL
344
Balentine LLC
Georgia
$6K
First Manhattan
345
First Manhattan
New York
$5K
WLPWM
346
Walled Lake Planning & Wealth Management
Illinois
$5K
CG
347
Cutler Group
California
$4K -$61.4K -900 -93%
SNT
348
Security National Trust
West Virginia
$4K
BWM
349
BerganKDV Wealth Management
Minnesota
$4K +$137 +2 +4%
BCA
350
Berman Capital Advisors
Georgia
$4K +$751 +11 +24%

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.