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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
OC
326
Oppenheimer & Co
New York
$275K +$42.7K +338 +18%
KWM
327
Kingsview Wealth Management
Oregon
$275K +$277K +2,189 New
Canada Pension Plan Investment Board
328
Canada Pension Plan Investment Board
Ontario, Canada
$273K -$157K -1,243 -36%
CI Investments Inc
329
CI Investments Inc
Ontario, Canada
$273K +$108K +852 +63%
SWA
330
Sutton Wealth Advisors
Florida
$273K
KAS
331
Kestra Advisory Services
Texas
$269K +$4.55K +36 +2%
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$255K +$11.9K +94 +5%
SOW
333
State of Wyoming
Wyoming
$242K +$245K +1,940 New
IRF
334
IBM Retirement Fund
New York
$241K -$56.5K -447 -19%
FFS
335
Founders Financial Securities
Maryland
$239K
RHJA
336
Rice Hall James & Associates
California
$239K
CCM
337
Coldstream Capital Management
Washington
$236K +$885 +7 +0.4%
PGFC
338
Peapack-Gladstone Financial Corp
New Jersey
$234K -$23.9K -189 -9%
PP
339
Paloma Partners
Connecticut
$232K -$2.14M -16,890 -90%
TSS
340
Two Sigma Securities
New York
$231K +$235K +1,855 New
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$230K
CIP
342
Convergence Investment Partners
Florida
$229K +$2.53K +20 +1%
AP
343
Advisors Preferred
Maryland
$227K +$228K +1,807 New
M&T Bank
344
M&T Bank
New York
$224K +$1.01K +8 +0.4%
IB
345
Intrust Bank
Kansas
$219K -$41.2K -326 -16%
CIC
346
Carnegie Investment Counsel
Ohio
$219K
BPA
347
Beacon Pointe Advisors
California
$218K +$221K +1,748 New
RB
348
Renasant Bank
Mississippi
$215K +$885 +7 +0.4%
BCM
349
BTC Capital Management
Iowa
$213K -$79K -625 -27%
Sumitomo Mitsui Trust Group
350
Sumitomo Mitsui Trust Group
Japan
$212K

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.