Oshkosh
400 hedge funds and large institutions have $5.44B invested in Oshkosh in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 125 increasing their positions, 140 reducing their positions, and 38 closing their positions.
113% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 38
18% more capital invested
Capital invested by funds: $4.63B → $5.44B (+$815M)
16% more call options, than puts
Call options by funds: $18M | Put options by funds: $15.6M
11% more funds holding
Funds holding: 360 → 400 (+40)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.5% less ownership
Funds ownership: 92.73% → 92.23% (-0.5%)
11% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 140
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$155M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$79.8M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$50.5M |
| 4 |
ClearBridge Investments
New York
|
+$40.3M |
| 5 |
Millennium Management
New York
|
+$40M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
-$417M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$47.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$40.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$25.7M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
POIA
426
Pin Oak Investment Advisors
Houston,
Texas
| – | -$20K | -276 | Closed |
|
|
AW
427
Alpha Windward
Westwood,
Massachusetts
| – | -$11K | -147 | Closed |
|
|
CA
428
Crewe Advisors
Salt Lake City,
Utah
| – | -$6K | -79 | Closed |
|
429
First Manhattan
New York
| – | -$3K | -50 | Closed |
|
|
AIL
430
AGF Investments LLC
Toronto,
Ontario, Canada
| – | -$3K | -47 | Closed |
|
|
BFEC
431
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$2K | -33 | Closed |
|
|
AWM
432
Adams Wealth Management
Logan,
Utah
| – | -$2K | -28 | Closed |
|
|
IAIM
433
International Assets Investment Management
Orlando,
Florida
| – | +$239 | +3 | New |
|
|
PWMG
434
Prestige Wealth Management Group
Flemington,
New Jersey
| – | +$318 | +4 | New |
|
|
LWM
435
Liberty Wealth Management
Oakland,
California
| – | +$398 | +5 | New |
|
OSK Hedge Fund Activity: Q4 2020 in Review
400 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2020, worth a combined $5.44B — up 18% from $4.63B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new OSK positions and 38 closed out — a net gain of 43 holders — while 125 added to existing stakes and 140 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $155M. The largest seller was Aristotle Capital Management, cutting an estimated $417M.
- 400 institutional investors held Oshkosh (OSK) as of Q4 2020, up from 360 in Q3 2020.
- Funds reported $5.44B of Oshkosh stock for Q4 2020, up 18% quarter-over-quarter.
- 81 funds opened new Oshkosh positions in Q4 2020 and 38 closed out, a net change of +43 holders.
- The largest Oshkosh buyer in Q4 2020 was Victory Capital Management, an estimated $155M added.
- The largest Oshkosh seller in Q4 2020 was Aristotle Capital Management, an estimated $417M sold.
Based on aggregated 13F filings for Q4 2020.