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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
FFS
326
Founders Financial Securities
Maryland
$219K +$213K +1,945 New
RHJA
327
Rice Hall James & Associates
California
$216K +$209K +1,915 New
PGFC
328
Peapack-Gladstone Financial Corp
New Jersey
$211K +$205K +1,876 New
JFGIW
329
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$210K +$27.9K +255 +16%
MIM
330
MTM Investment Management
South Carolina
$204K +$198K +1,809 New
M&T Bank
331
M&T Bank
New York
$202K +$196K +1,791 New
BPA
332
Beacon Pointe Advisors
California
$201K +$195K +1,782 New
CI Investments Inc
333
CI Investments Inc
Ontario, Canada
$195K -$52.3K -479 -22%
GWM
334
Geneos Wealth Management
Colorado
$192K +$13.2K +121 +8%
TFP
335
Tilia Fiduciary Partners
North Carolina
$173K +$168K +1,536 New
VanEck Associates
336
VanEck Associates
New York
$166K +$19.5K +178 +14%
CIP
337
Convergence Investment Partners
Florida
$163K -$51.1K -468 -24%
KBC Group
338
KBC Group
Belgium
$139K
LSA
339
Leonteq Securities AG
Switzerland
$136K -$51.4K -470 -28%
BCA
340
Bray Capital Advisors
Florida
$135K
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
$127K +$5.68K +52 +5%
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
$119K -$22.9K -210 -17%
WT
343
Washington Trust
Rhode Island
$118K +$2.62K +24 +2%
SWM
344
Spire Wealth Management
Virginia
$110K +$29.9K +274 +39%
STCOSD
345
Sageworth Trust Company of South Dakota
South Dakota
$106K +$103K +938 New
QCG
346
Quadrant Capital Group
Ohio
$105K
GWS
347
Glassman Wealth Services
Virginia
$103K +$328 +3 +0.3%
CAL
348
Capital Analysts LLC
Pennsylvania
$101K
CTC
349
Central Trust Company
Missouri
$93K -$2.19K -20 -2%
SOW
350
State of Wyoming
Wyoming
$92K -$7.65K -70 -8%

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.