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439 hedge funds and large institutions have $6.34B invested in Oshkosh in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 167 increasing their positions, 142 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $50.5M | Put options by funds: $27.7M

18% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 142

1.14% more ownership

Funds ownership: 89.28%90.42% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 452439 (-13)

15% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 67

17% less capital invested

Capital invested by funds: $7.59B → $6.34B (-$1.25B)

Holders
439
Holders Change
-13
Holders Change %
-2.88%
% of All Funds
7.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
57
Increased
167
Reduced
142
Closed
67
Calls
$50.5M
Puts
$27.7M
Net Calls
+$22.8M
Net Calls Change
+$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Holocene Advisors
326
Holocene Advisors
New York
$241K +$271K +2,357 New
II
327
Inspire Investing
Idaho
$227K +$255K +2,220 New
CI Investments Inc
328
CI Investments Inc
Ontario, Canada
$226K +$2.07K +18 +0.8%
KWM
329
Kingsview Wealth Management
Oregon
$224K
SWA
330
Sutton Wealth Advisors
Florida
$224K
ED
331
Exane Derivatives
France
$219K +$246K +2,144 New
CI
332
Cigna Investments
Connecticut
$217K -$11.5K -100 -5%
FM
333
Foster & Motley
Ohio
$216K -$56.3K -490 -19%
JIC
334
Johnson Investment Counsel
Ohio
$211K +$236K +2,058 New
CM
335
Capula Management
Cayman Islands
$201K -$104K -909 -32%
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$197K -$14.2K -124 -6%
CIP
337
Convergence Investment Partners
Florida
$196K +$9.19K +80 +4%
Acadian Asset Management
338
Acadian Asset Management
Massachusetts
$182K -$6.27M -54,543 -97%
LSA
339
Leonteq Securities AG
Switzerland
$171K +$79.4K +691 +70%
GWM
340
Geneos Wealth Management
Colorado
$166K
JFGIW
341
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$164K
CG
342
Cutler Group
California
$153K +$172K +1,500 New
Twin Tree Management
343
Twin Tree Management
Texas
$140K -$899K -7,824 -85%
VanEck Associates
344
VanEck Associates
New York
$132K +$55.4K +482 +59%
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$130K +$345 +3 +0.2%
KBC Group
346
KBC Group
Belgium
$126K -$141K -1,231 -50%
Canada Pension Plan Investment Board
347
Canada Pension Plan Investment Board
Ontario, Canada
$126K -$110K -957 -44%
ST
348
Sageworth Trust
Pennsylvania
$126K
BCA
349
Bray Capital Advisors
Florida
$123K
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
$110K +$13.1K +114 +12%

OSK Hedge Fund Activity: Q3 2021 in Review

439 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2021, worth a combined $6.34B — down 17% from $7.59B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of OSK and 57 opened new positions — a net loss of 10 holders — while 142 trimmed existing stakes and 167 added.

The largest buyer was JP Morgan Chase, adding an estimated $79M. The largest seller was Franklin Resources, cutting an estimated $84.9M.

  • 439 institutional investors held Oshkosh (OSK) as of Q3 2021, down from 452 in Q2 2021.
  • Funds reported $6.34B of Oshkosh stock for Q3 2021, down 17% quarter-over-quarter.
  • 57 funds opened new Oshkosh positions in Q3 2021 and 67 closed out, a net change of -10 holders.
  • The largest Oshkosh buyer in Q3 2021 was JP Morgan Chase, an estimated $79M added.
  • The largest Oshkosh seller in Q3 2021 was Franklin Resources, an estimated $84.9M sold.

Based on aggregated 13F filings for Q3 2021.