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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
JWA
376
JFS Wealth Advisors
Pennsylvania
$43K +$48.7K +424 New
FF
377
FourThought Financial
Florida
$36K -$86.2K -750 -68%
EWA
378
Evolution Wealth Advisors
Florida
$36K +$30.4K +265 +301%
OSAM
379
O'Shaughnessy Asset Management
Connecticut
$35K +$30.9K +269 +374%
NSIM
380
North Star Investment Management
Illinois
$31K
NFG
381
Next Financial Group
Texas
$31K +$1.26K +11 +4%
EBA
382
Eagle Bay Advisors
New York
$30K +$6.66K +58 +25%
AF
383
Advisornet Financial
Minnesota
$27K -$9.19K -80 -23%
PFBT
384
Parkside Financial Bank & Trust
Missouri
$25K
HNB
385
Huntington National Bank
Ohio
$24K +$6.66K +58 +33%
APA
386
American Portfolios Advisors
New York
$22.8K +$7.12K +62 +40%
KIG
387
Kowal Investment Group
Wisconsin
$21K +$23.2K +202 New
PB
388
Pinnacle Bancorp
Nebraska
$18K
AA
389
AlphaMark Advisors
Kentucky
$17K
GAM
390
Gemmer Asset Management
California
$16K
ST
391
Smithfield Trust
Pennsylvania
$16K
SC
392
Solstein Capital
California
$16K
SPIA
393
Steward Partners Investment Advisory
New York
$16K
LFG
394
Larson Financial Group
Missouri
$15K +$115 +1 +0.7%
DFCM
395
Dark Forest Capital Management
Puerto Rico
$13K +$14.5K +126 New
GRP
396
Global Retirement Partners
California
$12K -$9.19K -80 -41%
FP
397
Financial Perspectives
Minnesota
$11.2K
Schroder Investment Management Group
398
Schroder Investment Management Group
United Kingdom
$11K
AAP
399
Arax Advisory Partners
Colorado
$11K +$115 +1 +0.9%
TWA
400
TCI Wealth Advisors
Arizona
$11K +$1.26K +11 +11%

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.