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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
WW
351
Waterfront Wealth
Kansas
$212K +$885 +7 +0.4%
CAM
352
Cozad Asset Management
Illinois
$209K +$212K +1,675 New
CAAS
353
Capital Asset Advisory Services
Michigan
$209K +$212K +1,677 New
SAM
354
Seelaus Asset Management
New Jersey
$206K +$209K +1,650 New
JFGIW
355
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$200K +$42.5K +336 +26%
GWM
356
Geneos Wealth Management
Colorado
$197K -$536K -4,238 -73%
CAPTRUST Financial Advisors
357
CAPTRUST Financial Advisors
North Carolina
$158K -$7.71K -61 -5%
ST
358
Sageworth Trust
Pennsylvania
$153K +$155K +1,226 New
BCA
359
Bray Capital Advisors
Florida
$150K
Group One Trading
360
Group One Trading
Illinois
$140K +$142K +1,125 New
FF
361
FourThought Financial
Florida
$138K +$140K +1,111 New
WT
362
Washington Trust
Rhode Island
$127K -$379 -3 -0.3%
RE
363
RBC Europe
United Kingdom
$125K
LSA
364
Leonteq Securities AG
Switzerland
$122K +$102K +809 +468%
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$120K -$50.8K -402 -29%
QCG
366
Quadrant Capital Group
Ohio
$116K -$4.8K -38 -4%
GWS
367
Glassman Wealth Services
Virginia
$113K
FA
368
Friess Associates
Delaware
$110K +$111K +880 New
CTC
369
Central Trust Company
Missouri
$103K -$3.79K -30 -4%
VanEck Associates
370
VanEck Associates
New York
$101K +$57.4K +454 +127%
TFS
371
TrustCore Financial Services
Tennessee
$100K
PA
372
Parallel Advisors
California
$96K -$34.3K -271 -26%
CAL
373
Capital Analysts LLC
Pennsylvania
$95K -$22.5K -178 -19%
JIR
374
James Investment Research
Ohio
$89K -$198K -1,565 -69%
EAM
375
Exos Asset Management
New York
$83K +$84K +664 New

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.