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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
CWP
426
Concord Wealth Partners
Virginia
$2K
FRA
427
Front Row Advisors
California
$2K
M
428
MOTCO
Texas
$2K
SCA
429
Stonebridge Capital Advisors
Minnesota
$2K +$1.15K +10 +83%
RTL
430
Red Tortoise LLC
Georgia
$2K +$2.64K +23 New
BWM
431
Baystate Wealth Management
Massachusetts
$1K
ME
432
McIlrath & Eck
Washington
$1K
FWM
433
Focused Wealth Management
New York
$1K +$689 +6 New
FMP
434
Financial Management Professionals
Texas
$1K +$804 +7 New
CFA
435
Carroll Financial Associates
North Carolina
$1K +$1.72K +15 New
Balyasny Asset Management
436
Balyasny Asset Management
Illinois
-$61M -489,389 Closed
VNIM
437
Vaughan Nelson Investment Management
Texas
-$43.6M -350,033 Closed
B
438
BP
United Kingdom
-$16.6M -132,800 Closed
Connor, Clark & Lunn Investment Management (CC&L)
439
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$8.51M -68,293 Closed
BC
440
Brookfield Corp
Ontario, Canada
-$8.51M -68,286 Closed
CPC
441
Cookson Peirce & Co
Pennsylvania
-$7.48M -59,985 Closed
Hudson Bay Capital Management
442
Hudson Bay Capital Management
Connecticut
-$5.24M -42,000 Closed
CCP
443
Cardan Capital Partners
Colorado
-$4.63M -37,174 Closed
CIC
444
Chase Investment Counsel
Virginia
-$3.61M -28,933 Closed
IUHSA
445
Itau Unibanco Holding S.A.
Brazil
-$3.18M -25,500 Closed
DCM
446
Dupont Capital Management
Delaware
-$2.77M -22,253 Closed
AC
447
Albar Capital
United Kingdom
-$2.75M -22,027 Closed
Walleye Capital
448
Walleye Capital
New York
-$1.97K -15,780 Closed
ECM
449
ExodusPoint Capital Management
New York
-$1.73M -13,894 Closed
EI
450
EAM Investors
California
-$1.5M -12,057 Closed

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.