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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
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$11K +$2.87K +25 +31%
PA
402
PSI Advisors
Florida
$11K +$11.9K +104 New
AF
403
Allworth Financial
California
$11K +$12.5K +109 New
CA
404
Clearstead Advisors
Ohio
$10K -$46.4K -404 -81%
FPS
405
Fieldpoint Private Securities
Connecticut
$10K
PFGIA
406
Patriot Financial Group Insurance Agency
Massachusetts
$10K
Loomis, Sayles & Company
407
Loomis, Sayles & Company
Massachusetts
$10K +$11.5K +100 New
SIAP
408
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K
Nisa Investment Advisors
409
Nisa Investment Advisors
Missouri
$8.68K
VCM
410
Vigilant Capital Management
Maine
$8K +$8.96K +78 New
MGIM
411
M&G Investment Management
United Kingdom
$7.96K +$348K +3,025 +4%
CFD
412
Creative Financial Designs
Indiana
$7K
GEA
413
Glen Eagle Advisors
New Jersey
$6.25K
Jones Financial Companies
414
Jones Financial Companies
Missouri
$6K
BWM
415
BerganKDV Wealth Management
Minnesota
$6K +$1.72K +15 +37%
CCC
416
Crescent Capital Consulting
Louisiana
$5K
IFAM
417
Institutional & Family Asset Management
Colorado
$5K
WAS
418
Winch Advisory Services
Wisconsin
$5K +$4.59K +40 +800%
WLPWM
419
Walled Lake Planning & Wealth Management
Illinois
$4K
S
420
SignatureFD
Georgia
$3K -$4.71K -41 -59%
EARNEST Partners
421
EARNEST Partners
Georgia
$3K
JWM
422
Janiczek Wealth Management
Colorado
$3K
HR
423
Howe & Rusling
New York
$3K +$115 +1 +3%
AWA
424
Arkadios Wealth Advisors
Georgia
$2K -$3.22K -28 -51%
BCA
425
Berman Capital Advisors
Georgia
$2K -$2.53K -22 -39%

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.