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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
PAM
26
Panagora Asset Management
Massachusetts
$50.9M +$2.26M +19,694 +4%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$49.2M +$7.32M +63,755 +15%
Deutsche Bank
28
Deutsche Bank
Germany
$46.5M +$42.8M +372,419 +457%
Goldman Sachs
29
Goldman Sachs
New York
$43.7M +$12.6M +110,034 +35%
Franklin Resources
30
Franklin Resources
California
$42.5M -$84.9M -739,399 -64%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$39.3M +$12M +104,497 +38%
TAM
32
Todd Asset Management
Kentucky
$33.4M +$5.21M +45,353 +16%
Fidelity International
33
Fidelity International
Bermuda
$33.1M -$5.8M -50,498 -13%
PPA
34
Parametric Portfolio Associates
Washington
$32.9M -$2.74M -23,871 -7%
Millennium Management
35
Millennium Management
New York
$29.4M +$29.8M +259,008 +914%
Bank of America
36
Bank of America
North Carolina
$28.7M -$41.8K -364 -0.1%
Macquarie Group
37
Macquarie Group
Australia
$28.4M +$1.72M +14,979 +6%
Principal Financial Group
38
Principal Financial Group
Iowa
$28.2M -$5.9M -51,365 -16%
CCMG
39
Clark Capital Management Group
Pennsylvania
$26.9M -$3.09M -26,907 -9%
Wells Fargo
40
Wells Fargo
California
$26.4M -$3.12M -27,140 -10%
Renaissance Technologies
41
Renaissance Technologies
New York
$26.3M +$29.5M +256,500 New
Jennison Associates
42
Jennison Associates
New York
$25.8M +$553K +4,811 +2%
TRSOTSOK
43
Teachers Retirement System of the State of Kentucky
Kentucky
$23.2M +$3.56M +31,000 +16%
Two Sigma Investments
44
Two Sigma Investments
New York
$23.1M +$10.3M +89,658 +66%
N
45
Nuveen
North Carolina
$22.7M -$1.7M -14,770 -6%
Truist Financial
46
Truist Financial
North Carolina
$21.9M -$1.01M -8,825 -4%
SC
47
Skylands Capital
Wisconsin
$21.8M +$1.19M +10,370 +5%
FWCM
48
Ferguson Wellman Capital Management
Oregon
$21.5M +$985K +8,575 +4%
RMDI
49
R.M. Davis Inc
Maine
$21.3M +$69.5K +605 +0.3%
Barclays
50
Barclays
United Kingdom
$20.6M +$14.8M +128,514 +177%

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.