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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
TFS
351
TrustCore Financial Services
Tennessee
$90K
Lazard Asset Management
352
Lazard Asset Management
New York
$82K -$1.36M -12,435 -94%
RPCONE
353
Retirement Planning Company of New England
Rhode Island
$79K +$77.3K +707 New
HIIFS
354
Harel Insurance Investments & Financial Services
Israel
$77K -$11.9K -109 -14%
PA
355
Parallel Advisors
California
$74K -$12.2K -112 -15%
WFS
356
Widmann Financial Services
Maryland
$73K +$71.6K +655 New
CT
357
Caldwell Trust
Florida
$71.5K
Canada Pension Plan Investment Board
358
Canada Pension Plan Investment Board
Ontario, Canada
$69K -$68.3K -625 -51%
ICM
359
Islay Capital Management
Texas
$65K -$6.12K -56 -9%
PCG
360
Private Capital Group
Connecticut
$65K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
361
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$58K
SQA
362
Simon Quick Advisors
New Jersey
$56K -$874 -8 -2%
AA
363
Ancora Advisors
Ohio
$56K
CFB
364
Cullen/Frost Bankers
Texas
$56K
EWM
365
Endurance Wealth Management
Rhode Island
$56K
TAIM
366
TD Ameritrade Investment Management
Nebraska
$56K +$53.9K +493 New
C
367
Covestor
United Kingdom
$54K +$52.3K +479 New
BWM
368
Baystate Wealth Management
Massachusetts
$53K +$50.4K +461 +5,763%
BWA
369
BDO Wealth Advisors
Florida
$52K +$874 +8 +2%
CVA
370
Ceredex Value Advisors
Florida
$51K -$16.4K -150 -25%
FHA
371
First Horizon Advisors
Tennessee
$51K
IA
372
IFP Advisors
Florida
$50K -$656 -6 -1%
SC
373
Steph & Co
Wisconsin
$48K +$46.4K +425 New
KCM
374
KRS Capital Management
Michigan
$35K +$33.9K +310 New
NSIM
375
North Star Investment Management
Illinois
$34K

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.