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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
JWM
426
Janiczek Wealth Management
Colorado
$3K
BFC
427
Bedel Financial Consulting
Indiana
$3K +$2.62K +24 New
CA
428
CoreCap Advisors
Michigan
$3K +$2.95K +27 New
AIM
429
AHL Investment Management
Florida
$3K +$3.28K +30 New
VRS
430
Virginia Retirement Systems
Virginia
$2.06K +$1.51M +13,800 +307%
CWP
431
Concord Wealth Partners
Virginia
$2K
FRA
432
Front Row Advisors
California
$2K
SC
433
Schubert & Co
Texas
$2K +$1.53K +14 New
CAC
434
Core Alternative Capital
Georgia
$2K +$1.64K +15 New
CB
435
CNB Bank
Pennsylvania
$2K +$1.75K +16 New
CCA
436
Column Capital Advisors
Indiana
$2K +$1.97K +18 New
HFS
437
Hantz Financial Services
Michigan
$1K -$527K -4,821 -100%
DFCM
438
Dark Forest Capital Management
Puerto Rico
$1K -$13.2K -121 -96%
CFA
439
Carroll Financial Associates
North Carolina
$1K
FMP
440
Financial Management Professionals
Texas
$1K
FWM
441
Focused Wealth Management
New York
$1K
LC
442
Lindbrook Capital
California
$1K +$765 +7 New
Kayne Anderson Rudnick Investment Management
443
Kayne Anderson Rudnick Investment Management
California
$1K +$874 +8 New
Bank of Nova Scotia
444
Bank of Nova Scotia
Ontario, Canada
-$14.3M -134,918 Closed
FP
445
Foundry Partners
Minnesota
-$7.4M -72,314 Closed
Voloridge Investment Management
446
Voloridge Investment Management
Florida
-$6.36M -62,154 Closed
Citadel Advisors
447
Citadel Advisors
Florida
-$6.03M -55,180 Closed
PI
448
Putnam Investments
Massachusetts
-$5.21M -50,858 Closed
HF
449
HRT Financial
New York
-$3.88M -37,858 Closed
CWG
450
Cornerstone Wealth Group
North Carolina
-$3M -29,343 Closed

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.