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Oshkosh
OSK

Overview Fund Activity

450 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, 158 increasing their positions, 155 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+24
Holders Change %
+5.63%
% of All Funds
7.86%
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
158
Reduced
155
Closed
46
Calls
$50.7M
Puts
$43.5M
Net Calls
+$7.23M
Net Calls Change
-$342K

Top Buyers

1
Invesco
Invesco
Georgia
$260M
2
PAM
Panagora Asset Management
Massachusetts
$59.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$75.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$625M
5
Prudential Financial
Prudential Financial
New Jersey
$45.1M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$184M
2
CVA
Ceredex Value Advisors
Florida
$0
3
Citadel Advisors
Citadel Advisors
Florida
$41.5M
4
LSV Asset Management
LSV Asset Management
Illinois
$308M
5
BlackRock
BlackRock
New York
$783M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
426
Institutional & Family Asset Management
Colorado
$6K – – –
AWA
427
Arkadios Wealth Advisors
Georgia
$6K +$4.36K +40 +267%
CCC
428
Crescent Capital Consulting
Louisiana
$6K +$6K +52 New
BWM
429
BerganKDV Wealth Management
Minnesota
$5K – – –
FHA
430
First Horizon Advisors
Tennessee
$5K +$1.25K +13 +33%
WLPWM
431
Walled Lake Planning & Wealth Management
Illinois
$4K – – –
EARNEST Partners
432
EARNEST Partners
Georgia
$4K – – –
HR
433
Howe & Rusling
New York
$4K – – –
CWP
434
Concord Wealth Partners
Virginia
$3K – – –
JWM
435
Janiczek Wealth Management
Colorado
$3K +$3K +25 New
PWS
436
Paragon Wealth Strategies
Florida
$3K +$3K +26 New
BC
437
Bartlett & Co
Ohio
$2K – – –
FRA
438
Front Row Advisors
California
$2K – – –
CAM
439
ClariVest Asset Management
California
$2K +$667 +5 +50%
SCA
440
Stonebridge Capital Advisors
Minnesota
$2K +$1K +6 +100%
SIM
441
Sonora Investment Management
Arizona
$2K +$2K +14 New
M
442
MOTCO
Texas
$2K +$2K +17 New
AssetMark Inc
443
AssetMark Inc
California
$2K +$2K +19 New
BCWM
444
Bartlett & Co Wealth Management
Ohio
$1.99K – – –
Walleye Capital
445
Walleye Capital
New York
$1.97K +$1.97K +15,780 New
BWM
446
Baystate Wealth Management
Massachusetts
$1K – – –
WAS
447
Winch Advisory Services
Wisconsin
$1K – – –
ME
448
McIlrath & Eck
Washington
$1K +$1K +5 New
CVA
449
Ceredex Value Advisors
Florida
– -$56.6M -477,300 Closed
CCM
450
Check Capital Management
California
– -$33M -277,970 Closed
16 17
18
19 20