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452 hedge funds and large institutions have $7.59B invested in Oshkosh in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 159 increasing their positions, 155 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 46

17% more call options, than puts

Call options by funds: $50.7M | Put options by funds: $43.5M

6% more funds holding

Funds holding: 428452 (+24)

5% more capital invested

Capital invested by funds: $7.22B → $7.59B (+$371M)

3% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 155

0.21% less ownership

Funds ownership: 89.49%89.28% (-0.21%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
452
Holders Change
+24
Holders Change %
+5.61%
% of All Funds
7.87%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
71
Increased
159
Reduced
155
Closed
46
Calls
$50.7M
Puts
$43.5M
Net Calls
+$7.23M
Net Calls Change
-$342K
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$61M +$11.9M +94,156 +24%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$60.9M +$7.6M +60,111 +14%
PAM
28
Panagora Asset Management
Massachusetts
$59.5M +$50.6M +399,960 +517%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$52M +$1.2M +9,504 +2%
Fidelity International
30
Fidelity International
Bermuda
$46.6M +$5.73M +45,358 +14%
Prudential Financial
31
Prudential Financial
New Jersey
$45.1M +$34.8M +275,505 +320%
VNIM
32
Vaughan Nelson Investment Management
Texas
$43.6M -$21.6M -170,970 -33%
PPA
33
Parametric Portfolio Associates
Washington
$43.1M +$1.29M +10,182 +3%
Citadel Advisors
34
Citadel Advisors
Florida
$41.5M -$53.7M -424,540 -56%
Principal Financial Group
35
Principal Financial Group
Iowa
$40.7M -$2.62M -20,687 -6%
Goldman Sachs
36
Goldman Sachs
New York
$39.5M +$1.51M +11,949 +4%
CCMG
37
Clark Capital Management Group
Pennsylvania
$36.1M +$646K +5,110 +2%
Wells Fargo
38
Wells Fargo
California
$35.6M +$2.89M +22,862 +9%
Bank of America
39
Bank of America
North Carolina
$35M -$15.6M -123,631 -31%
TAM
40
Todd Asset Management
Kentucky
$35M -$6.32M -49,972 -15%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$34.6M +$15.6M +123,422 +80%
Macquarie Group
42
Macquarie Group
Australia
$32.7M -$1.34M -10,636 -4%
Jennison Associates
43
Jennison Associates
New York
$30.8M +$30.8M +243,951 +7,831%
N
44
Nuveen
North Carolina
$29.4M -$1.04M -8,188 -3%
Truist Financial
45
Truist Financial
North Carolina
$27.7M -$2.05M -16,214 -7%
Ameriprise
46
Ameriprise
Minnesota
$26.4M -$2.16M -17,085 -7%
RMDI
47
R.M. Davis Inc
Maine
$25.9M +$153K +1,214 +0.6%
SC
48
Skylands Capital
Wisconsin
$25.3M -$1.14M -9,000 -4%
FWCM
49
Ferguson Wellman Capital Management
Oregon
$25.1M +$558K +4,415 +2%
TRSOTSOK
50
Teachers Retirement System of the State of Kentucky
Kentucky
$24.4M -$4.3M -34,000 -15%

OSK Hedge Fund Activity: Q2 2021 in Review

452 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2021, worth a combined $7.59B — up 5.1% from $7.22B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new OSK positions and 46 closed out — a net gain of 25 holders — while 159 added to existing stakes and 155 trimmed.

The largest buyer was Invesco, adding an estimated $168M. The largest seller was AllianceBernstein, cutting an estimated $84.9M.

  • 452 institutional investors held Oshkosh (OSK) as of Q2 2021, up from 428 in Q1 2021.
  • Funds reported $7.59B of Oshkosh stock for Q2 2021, up 5.1% quarter-over-quarter.
  • 71 funds opened new Oshkosh positions in Q2 2021 and 46 closed out, a net change of +25 holders.
  • The largest Oshkosh buyer in Q2 2021 was Invesco, an estimated $168M added.
  • The largest Oshkosh seller in Q2 2021 was AllianceBernstein, an estimated $84.9M sold.

Based on aggregated 13F filings for Q2 2021.