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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
EVM
351
Eaton Vance Management
Massachusetts
$106K -$106K -922 -31%
WT
352
Washington Trust
Rhode Island
$105K +$460 +4 +0.4%
QCG
353
Quadrant Capital Group
Ohio
$95K -$115 -1 -0.1%
GWS
354
Glassman Wealth Services
Virginia
$93K
SOW
355
State of Wyoming
Wyoming
$91K -$121K -1,050 -54%
CAL
356
Capital Analysts LLC
Pennsylvania
$91K +$14.8K +129 +17%
CTC
357
Central Trust Company
Missouri
$85K +$1.61K +14 +2%
HIIFS
358
Harel Insurance Investments & Financial Services
Israel
$82K
TFS
359
TrustCore Financial Services
Tennessee
$82K
PA
360
Parallel Advisors
California
$79K +$574 +5 +0.7%
SWM
361
Spire Wealth Management
Virginia
$72K +$39.6K +345 +97%
CT
362
Caldwell Trust
Florida
$64.9K
ICM
363
Islay Capital Management
Texas
$64K
CVA
364
Ceredex Value Advisors
Florida
$61K +$68.9K +600 New
PCG
365
Private Capital Group
Connecticut
$59K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
366
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$53K -$11.1M -96,676 -99%
SQA
367
Simon Quick Advisors
New Jersey
$52K +$919 +8 +2%
AA
368
Ancora Advisors
Ohio
$51K
CFB
369
Cullen/Frost Bankers
Texas
$51K
EWM
370
Endurance Wealth Management
Rhode Island
$51K
HMS
371
Hanseatic Management Services
New Mexico
$48K +$10.3K +90 +24%
BWA
372
BDO Wealth Advisors
Florida
$46K
IA
373
IFP Advisors
Florida
$45K +$1.26K +11 +3%
FHA
374
First Horizon Advisors
Tennessee
$45K +$45.6K +397 +763%
ETC
375
Exchange Traded Concepts
Oklahoma
$44K +$49.3K +429 New

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.