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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
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$12K +$546 +5 +5%
PFGIA
402
Patriot Financial Group Insurance Agency
Massachusetts
$11K
ACM
403
Aquatic Capital Management
Illinois
$11K +$10.9K +100 New
CA
404
Crewe Advisors
Utah
$11K +$10.9K +100 New
SIAP
405
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K
CT
406
Cambridge Trust
Massachusetts
$10K +$9.84K +90 New
MGIM
407
M&G Investment Management
United Kingdom
$9.65K +$804K +7,357 +9%
WTA
408
Washington Trust Advisors
Massachusetts
$9K +$9.18K +84 New
Manulife (Manufacturers Life Insurance)
409
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.74K -$155K -1,420 -2%
S
410
SignatureFD
Georgia
$8K +$4.37K +40 +143%
RCM
411
Regency Capital Management
Hawaii
$8K +$7.32K +67 New
CFD
412
Creative Financial Designs
Indiana
$7K
GEA
413
Glen Eagle Advisors
New Jersey
$6.88K
BWM
414
BerganKDV Wealth Management
Minnesota
$6K
CCC
415
Crescent Capital Consulting
Louisiana
$6K
IFAM
416
Institutional & Family Asset Management
Colorado
$6K
MFC
417
Mechanics Financial Corp
Ohio
$6K +$5.46K +50 New
AIP
418
Ahrens Investment Partners
Louisiana
$6K +$6.01K +55 New
WAS
419
Winch Advisory Services
Wisconsin
$5K
CFO
420
CVA Family Office
Colorado
$5K +$4.37K +40 New
EARNEST Partners
421
EARNEST Partners
Georgia
$4K
AssetMark Inc
422
AssetMark Inc
California
$4K +$3.61K +33 +825%
SC
423
Stephens Consulting
Michigan
$3.61K +$3.5K +32 New
JWA
424
JFS Wealth Advisors
Pennsylvania
$3K -$43.6K -399 -94%
HR
425
Howe & Rusling
New York
$3K

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.