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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
Jones Financial Companies
426
Jones Financial Companies
Missouri
$7K -$3.16K -25 -32%
BCA
427
Berman Capital Advisors
Georgia
$7K
IFAM
428
Institutional & Family Asset Management
Colorado
$6K
AWA
429
Arkadios Wealth Advisors
Georgia
$6K +$5.06K +40 +267%
CCC
430
Crescent Capital Consulting
Louisiana
$6K +$6.57K +52 New
BWM
431
BerganKDV Wealth Management
Minnesota
$5K
FHA
432
First Horizon Advisors
Tennessee
$5K +$1.64K +13 +33%
EARNEST Partners
433
EARNEST Partners
Georgia
$4K
HR
434
Howe & Rusling
New York
$4K
WLPWM
435
Walled Lake Planning & Wealth Management
Illinois
$4K
CWP
436
Concord Wealth Partners
Virginia
$3K
JWM
437
Janiczek Wealth Management
Colorado
$3K +$3.16K +25 New
PWS
438
Paragon Wealth Strategies
Florida
$3K +$3.29K +26 New
BC
439
Bartlett & Co
Ohio
$2K
FRA
440
Front Row Advisors
California
$2K
CAM
441
ClariVest Asset Management
California
$2K +$632 +5 +50%
SCA
442
Stonebridge Capital Advisors
Minnesota
$2K +$759 +6 +100%
SIM
443
Sonora Investment Management
Arizona
$2K +$1.77K +14 New
M
444
MOTCO
Texas
$2K +$2.15K +17 New
AssetMark Inc
445
AssetMark Inc
California
$2K +$2.4K +19 New
BCWM
446
Bartlett & Co Wealth Management
Ohio
$1.99K
Walleye Capital
447
Walleye Capital
New York
$1.97K +$2M +15,780 New
BWM
448
Baystate Wealth Management
Massachusetts
$1K
WAS
449
Winch Advisory Services
Wisconsin
$1K
ME
450
McIlrath & Eck
Washington
$1K +$632 +5 New

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.