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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
S
351
SignatureFD
Georgia
$4K +$819 +12 +32%
GI
352
Gradient Investments
Minnesota
$3K -$24.2K -355 -90%
ST
353
Smithfield Trust
Pennsylvania
$3K -$14.3K -210 -82%
CAW
354
Cornerstone Advisors (Washington)
Washington
$3K -$4.37K -64 -57%
GRP
355
Global Retirement Partners
California
$3K
SC
356
Stralem & Co
New York
$3K
RDWM
357
Red Door Wealth Management
Tennessee
$3K +$3.07K +45 New
CAM
358
ClariVest Asset Management
California
$2K -$137 -2 -11%
EARNEST Partners
359
EARNEST Partners
Georgia
$2K
FRA
360
Front Row Advisors
California
$2K
PFBT
361
Parkside Financial Bank & Trust
Missouri
$2K
HR
362
Howe & Rusling
New York
$2K +$341 +5 +28%
SFM
363
Systematic Financial Management
New Jersey
$1K -$6.41M -93,910 -100%
SFS
364
Sowell Financial Services
Arkansas
$1K -$2.25K -33 -77%
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$1K +$1.02K +15 +300%
AIM
366
Atlantic Investment Management
New York
-$23.3M -362,185 Closed
Mackenzie Financial
367
Mackenzie Financial
Ontario, Canada
-$2.44M -37,993 Closed
Twin Tree Management
368
Twin Tree Management
Texas
-$2.25M -34,973 Closed
Hudson Bay Capital Management
369
Hudson Bay Capital Management
Connecticut
-$2.2M -34,200 Closed
EF
370
Empowered Funds
Pennsylvania
-$2.67M -28,182 Closed
OAM
371
Origin Asset Management
United Kingdom
-$1.57M -24,468 Closed
CCA
372
Catalyst Capital Advisors
New York
-$1.34M -20,856 Closed
MAM
373
Martingale Asset Management
Massachusetts
-$1.26M -19,559 Closed
GC
374
Globeflex Capital
California
-$976K -15,179 Closed
AAIM
375
American Assets Investment Management
California
-$965K -15,000 Closed

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.