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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
ST
376
Sageworth Trust
Pennsylvania
$32K -$103K -943 -77%
NFG
377
Next Financial Group
Texas
$30K -$2.73K -25 -8%
AF
378
Advisornet Financial
Minnesota
$30K
PFBT
379
Parkside Financial Bank & Trust
Missouri
$27K
HNB
380
Huntington National Bank
Ohio
$26K +$109 +1 +0.4%
SFM
381
Signet Financial Management
New Jersey
$26K +$24.9K +228 New
National Bank of Canada
382
National Bank of Canada
Quebec, Canada
$25K +$23.8K +218 New
RA
383
Rise Advisors
New York
$22.5K +$21.7K +199 New
Schroder Investment Management Group
384
Schroder Investment Management Group
United Kingdom
$22K +$8.63K +79 +71%
AF
385
Allworth Financial
California
$21K +$8.09K +74 +68%
TWA
386
TCI Wealth Advisors
Arizona
$21K +$8.2K +75 +67%
PB
387
Pinnacle Bancorp
Nebraska
$20K
CA
388
Clearstead Advisors
Ohio
$20K +$8.74K +80 +83%
AA
389
AlphaMark Advisors
Kentucky
$19K
APA
390
American Portfolios Advisors
New York
$18.3K -$5.9K -54 -25%
GAM
391
Gemmer Asset Management
California
$18K
ST
392
Smithfield Trust
Pennsylvania
$18K
EBA
393
Eagle Bay Advisors
New York
$17K -$14.6K -134 -47%
SPIA
394
Steward Partners Investment Advisory
New York
$17K
FPS
395
Fieldpoint Private Securities
Connecticut
$17K +$6.01K +55 +55%
POIA
396
Pin Oak Investment Advisors
Texas
$17K +$16.6K +152 New
AAP
397
Arax Advisory Partners
Colorado
$13K
Jones Financial Companies
398
Jones Financial Companies
Missouri
$13K +$6.99K +64 +119%
FP
399
Financial Perspectives
Minnesota
$12.4K +$109 +1 +0.9%
PA
400
PSI Advisors
Florida
$12K

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.