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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
NIMI
451
Natixis Investment Managers International
France
-$1.2M -10,440 Closed
SIA
452
Sit Investment Associates
Minnesota
-$988K -7,925 Closed
AWM
453
AE Wealth Management
Kansas
-$867K -6,960 Closed
TCM
454
Teza Capital Management
Illinois
-$814K -6,527 Closed
NL
455
NVWM LLC
Pennsylvania
-$799K -6,414 Closed
NA
456
NewEdge Advisors
Louisiana
-$757K -6,075 Closed
SIM
457
SummerHaven Investment Management
Connecticut
-$747K -5,994 Closed
KOMWMG
458
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$739K -5,932 Closed
QSS
459
Quantitative Systematic Strategies
Florida
-$555K -4,454 Closed
SEC
460
Seven Eight Capital
New York
-$550K -4,413 Closed
HIM
461
Hillsdale Investment Management
Ontario, Canada
-$535K -4,295 Closed
PCM
462
Prelude Capital Management
New York
-$444K -3,565 Closed
DWA
463
Dorsey Wright & Associates
California
-$433K -3,473 Closed
DT
464
Diversified Trust
Tennessee
-$321K -2,576 Closed
GIA
465
Gladstone Institutional Advisory
Florida
-$298K -2,390 Closed
VPIM
466
Vanguard Personalized Indexing Management
California
-$284K -2,275 Closed
MIP
467
Marietta Investment Partners
Wisconsin
-$277K -2,220 Closed
IRF
468
IBM Retirement Fund
New York
-$241K -1,934 Closed
FFS
469
Founders Financial Securities
Maryland
-$239K -1,920 Closed
RHJA
470
Rice Hall James & Associates
California
-$239K -1,915 Closed
CCM
471
Coldstream Capital Management
Washington
-$236K -1,895 Closed
PGFC
472
Peapack-Gladstone Financial Corp
New Jersey
-$234K -1,876 Closed
PP
473
Paloma Partners
Connecticut
-$232K -1,866 Closed
TSS
474
Two Sigma Securities
New York
-$231K -1,855 Closed
AP
475
Advisors Preferred
Maryland
-$227K -1,807 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.