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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
CT
376
Caldwell Trust
Florida
$79K
ICM
377
Islay Capital Management
Texas
$78K -$74K -585 -48%
PCG
378
Private Capital Group
Connecticut
$72K
AA
379
Ancora Advisors
Ohio
$62K
CA
380
Clearstead Advisors
Ohio
$62K
CFB
381
Cullen/Frost Bankers
Texas
$62K
EWM
382
Endurance Wealth Management
Rhode Island
$62K
SQA
383
Simon Quick Advisors
New Jersey
$62K
BWA
384
BDO Wealth Advisors
Florida
$56K
IA
385
IFP Advisors
Florida
$55K +$9.1K +72 +20%
FHC
386
First Horizon Corporation
Tennessee
$52K
HMS
387
Hanseatic Management Services
New Mexico
$48K +$48.3K +382 New
SWM
388
Spire Wealth Management
Virginia
$44K -$89.9K -711 -67%
AF
389
Advisornet Financial
Minnesota
$43K
NSIM
390
North Star Investment Management
Illinois
$37K
PWP
391
Personal Wealth Partners
Minnesota
$37K +$37.9K +300 New
NFG
392
Next Financial Group
Texas
$36K +$253 +2 +0.7%
OIA
393
Optimum Investment Advisors
Illinois
$31K -$25.3K -200 -44%
PFBT
394
Parkside Financial Bank & Trust
Missouri
$30K
EBA
395
Eagle Bay Advisors
New York
$29K +$29K +229 New
FCA
396
FinTrust Capital Advisors
South Carolina
$25K
GRP
397
Global Retirement Partners
California
$24K +$12.6K +100 +104%
HNB
398
Huntington National Bank
Ohio
$22K -$10.4K -82 -32%
PB
399
Pinnacle Bancorp
Nebraska
$22K -$6.32K -50 -22%
WAM
400
Wolverine Asset Management
Illinois
$22K +$6.83K +54 +44%

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.