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366 hedge funds and large institutions have $4.56B invested in Oshkosh in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 113 increasing their positions, 158 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

10% more capital invested

Capital invested by funds: $4.16B → $4.56B (+$405M)

1% more funds holding

Funds holding: 363366 (+3)

6% less call options, than puts

Call options by funds: $8.69M | Put options by funds: $9.23M

1.56% less ownership

Funds ownership: 94.98%93.42% (-1.6%)

28% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 158

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
366
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
7.5%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
43
Increased
113
Reduced
158
Closed
39
Calls
$8.69M
Puts
$9.23M
Net Calls
-$540K
Net Calls Change
-$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
26
Todd Asset Management
Kentucky
$25.2M -$1.87M -27,396 -7%
Truist Financial
27
Truist Financial
North Carolina
$23.6M -$4M -58,633 -15%
Goldman Sachs
28
Goldman Sachs
New York
$23.6M +$1.98M +29,015 +10%
CCM
29
Check Capital Management
California
$23.2M -$1.2M -17,566 -5%
Invesco
30
Invesco
Georgia
$23.1M -$602K -8,824 -3%
RMDI
31
R.M. Davis Inc
Maine
$20.2M -$5.45M -79,868 -22%
PPA
32
Parametric Portfolio Associates
Washington
$20M -$339K -4,968 -2%
Ameriprise
33
Ameriprise
Minnesota
$19.6M -$680K -9,964 -4%
Victory Capital Management
34
Victory Capital Management
Texas
$19.4M -$15.5M -227,620 -46%
Adage Capital Partners
35
Adage Capital Partners
Massachusetts
$18.8M -$22.9M -335,330 -56%
Ensign Peak Advisors
36
Ensign Peak Advisors
Utah
$18.3M +$2.33M +34,091 +15%
Wells Fargo
37
Wells Fargo
California
$18.2M -$5.8M -84,920 -25%
TRSOTSOK
38
Teachers Retirement System of the State of Kentucky
Kentucky
$17.9M -$1.69M -24,700 -9%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$17.2M -$379K -5,545 -2%
SC
40
Skylands Capital
Wisconsin
$17M -$76.8K -1,125 -0.5%
Fidelity International
41
Fidelity International
Bermuda
$16.8M +$176K +2,585 +1%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$16.8M -$4.17M -61,057 -21%
SEI Investments
43
SEI Investments
Pennsylvania
$16.7M -$13.4K -197 -0.1%
AAMU
44
Amundi Asset Management US
Massachusetts
$15.9M +$916K +13,422 +6%
Principal Financial Group
45
Principal Financial Group
Iowa
$15.8M +$344K +5,043 +2%
AL
46
AJO LP
Pennsylvania
$15.5M -$14.8M -216,280 -50%
Lazard Asset Management
47
Lazard Asset Management
New York
$15.1M -$12.4K -181 -0.1%
LHC
48
Lodge Hill Capital
New York
$15.1M -$5.16M -75,560 -26%
Allianz Asset Management
49
Allianz Asset Management
Germany
$14.6M -$3.93M -57,559 -22%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$13.9M +$321K +4,702 +2%

OSK Hedge Fund Activity: Q2 2020 in Review

366 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2020, worth a combined $4.56B — up 9.7% from $4.16B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new OSK positions and 39 closed out — a net gain of 4 holders — while 113 added to existing stakes and 158 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $75.3M. The largest seller was VOYA Investment Management, cutting an estimated $39.2M.

  • 366 institutional investors held Oshkosh (OSK) as of Q2 2020, up from 363 in Q1 2020.
  • Funds reported $4.56B of Oshkosh stock for Q2 2020, up 9.7% quarter-over-quarter.
  • 43 funds opened new Oshkosh positions in Q2 2020 and 39 closed out, a net change of +4 holders.
  • The largest Oshkosh buyer in Q2 2020 was AllianceBernstein, an estimated $75.3M added.
  • The largest Oshkosh seller in Q2 2020 was VOYA Investment Management, an estimated $39.2M sold.

Based on aggregated 13F filings for Q2 2020.