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Oshkosh
OSK

400 hedge funds and large institutions have $5.44B invested in Oshkosh in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 125 increasing their positions, 140 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $4.63B → $5.44B (+$815M)

16% more call options, than puts

Call options by funds: $18M | Put options by funds: $15.6M

11% more funds holding

Funds holding: 360 → 400 (+40)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.5% less ownership

Funds ownership: 92.73% → 92.23% (-0.5%)

11% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 140

Holders
400
Holders Change
+40
Holders Change %
+11.11%
% of All Funds
7.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
81
Increased
125
Reduced
140
Closed
38
Calls
$18M
Puts
$15.6M
Net Calls
+$2.42M
Net Calls Change
-$8.83M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$155M
2
Citadel Advisors
Citadel Advisors
Florida
+$79.8M
3
CVA
Ceredex Value Advisors
Florida
+$50.5M
4
ClearBridge Investments
ClearBridge Investments
New York
+$40.3M
5
Millennium Management
Millennium Management
New York
+$40M

Top Sellers

1
Aristotle Capital Management
Aristotle Capital Management
California
-$417M
2
Prudential Financial
Prudential Financial
New Jersey
-$47.8M
3
Bank of America
Bank of America
North Carolina
-$40.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.7M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$43.8M +$602K +7,563 +2%
ClearBridge Investments
27
ClearBridge Investments
New York
$43.5M +$40.3M +505,931 New
VNIM
28
Vaughan Nelson Investment Management
Texas
$37.7M -$771K -9,686 -2%
AAMU
29
Amundi Asset Management US
Massachusetts
$33.7M +$12.3M +154,554 +65%
Fidelity International
30
Fidelity International
Bermuda
$33.2M +$10.2M +127,615 +49%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$30.1M -$2.86M -35,934 -9%
TAM
32
Todd Asset Management
Kentucky
$28.5M -$1.52M -19,121 -5%
Prudential Financial
33
Prudential Financial
New Jersey
$27.7M -$47.8M -600,261 -65%
PPA
34
Parametric Portfolio Associates
Washington
$27.1M +$1.95M +24,534 +8%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$25.4M +$14.3M +179,702 +156%
Invesco
36
Invesco
Georgia
$25.4M -$307K -3,854 -1%
CCM
37
Check Capital Management
California
$24.9M -$1.03M -12,975 -4%
Truist Financial
38
Truist Financial
North Carolina
$24.7M -$2.46M -30,891 -10%
Goldman Sachs
39
Goldman Sachs
New York
$24.7M -$979K -12,309 -4%
CCMG
40
Clark Capital Management Group
Pennsylvania
$21.9M +$20.2M +254,140 New
BNP Paribas Asset Management
41
BNP Paribas Asset Management
France
$21M +$6.71M +84,295 +53%
LHC
42
Lodge Hill Capital
New York
$20.7M -$4.01M -50,340 -17%
Ameriprise
43
Ameriprise
Minnesota
$20.1M +$5.5M +69,062 +42%
SC
44
Skylands Capital
Wisconsin
$19.9M -$644K -8,100 -3%
TRSOTSOK
45
Teachers Retirement System of the State of Kentucky
Kentucky
$19.9M -$1.51M -19,000 -8%
Bank of America
46
Bank of America
North Carolina
$19M -$40.1M -504,154 -70%
Principal Financial Group
47
Principal Financial Group
Iowa
$18.3M -$113K -1,423 -0.7%
RMDI
48
R.M. Davis Inc
Maine
$18.2M -$2.41M -30,334 -13%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$16.5M +$260K +3,265 +2%
Assenagon Asset Management
50
Assenagon Asset Management
Luxembourg
$16.1M +$14M +175,464 +1,479%
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OSK Hedge Fund Activity: Q4 2020 in Review

400 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2020, worth a combined $5.44B — up 18% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new OSK positions and 38 closed out — a net gain of 43 holders — while 125 added to existing stakes and 140 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $155M. The largest seller was Aristotle Capital Management, cutting an estimated $417M.

  • 400 institutional investors held Oshkosh (OSK) as of Q4 2020, up from 360 in Q3 2020.
  • Funds reported $5.44B of Oshkosh stock for Q4 2020, up 18% quarter-over-quarter.
  • 81 funds opened new Oshkosh positions in Q4 2020 and 38 closed out, a net change of +43 holders.
  • The largest Oshkosh buyer in Q4 2020 was Victory Capital Management, an estimated $155M added.
  • The largest Oshkosh seller in Q4 2020 was Aristotle Capital Management, an estimated $417M sold.

Based on aggregated 13F filings for Q4 2020.