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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
AA
401
AlphaMark Advisors
Kentucky
$21K +$20.9K +165 New
ASN
402
Advisory Services Network
Georgia
$20K +$15.7K +124 +365%
SC
403
Solstein Capital
California
$20K +$20.2K +160 New
APA
404
American Portfolios Advisors
New York
$19.2K +$2.4K +19 +14%
SPIA
405
Steward Partners Investment Advisory
New York
$19K -$8.22K -65 -30%
GAM
406
Gemmer Asset Management
California
$19K
ST
407
Smithfield Trust
Pennsylvania
$19K
LFG
408
Larson Financial Group
Missouri
$18K
AIG
409
American International Group
New York
$15.2K -$256K -2,028 -2%
Schroder Investment Management Group
410
Schroder Investment Management Group
United Kingdom
$14K -$4.55K -36 -24%
AAP
411
Arax Advisory Partners
Colorado
$14K +$14K +111 New
FP
412
Financial Perspectives
Minnesota
$13.6K +$13.8K +109 New
TWA
413
TCI Wealth Advisors
Arizona
$13K
FPS
414
Fieldpoint Private Securities
Connecticut
$12K
PFGIA
415
Patriot Financial Group Insurance Agency
Massachusetts
$12K
WP
416
WealthShield Partners
North Carolina
$12K
SIAP
417
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K
EWA
418
Evolution Wealth Advisors
Florida
$11K +$11.1K +88 New
Nisa Investment Advisors
419
Nisa Investment Advisors
Missouri
$10.6K -$329K -2,600 -3%
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$10K -$885 -7 -8%
MGIM
421
M&G Investment Management
United Kingdom
$9.38K +$792K +6,265 +9%
OSAM
422
O'Shaughnessy Asset Management
Connecticut
$9K +$4.93K +39 +118%
S
423
SignatureFD
Georgia
$9K +$5.69K +45 +188%
CFD
424
Creative Financial Designs
Indiana
$8K +$8.22K +65 New
GEA
425
Glen Eagle Advisors
New Jersey
$7.6K +$6.32K +50 +455%

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.