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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
HF
476
HRT Financial
New York
-$325K -2,742 Closed
Allianz Asset Management
477
Allianz Asset Management
Germany
-$324K -2,734 Closed
VFA
478
Voya Financial Advisors
Connecticut
-$293K -2,442 Closed
JG
479
Jefferies Group
New York
-$286K -2,408 Closed
FRM
480
Fox Run Management
Connecticut
-$285K -2,405 Closed
LFAS
481
Level Four Advisory Services
Texas
-$269K -2,265 Closed
BC
482
Bridgefront Capital
Texas
-$257K -2,166 Closed
AI
483
Atom Investors
Texas
-$245K -2,061 Closed
MFS
484
Mirabella Financial Services
United Kingdom
-$217K -1,833 Closed
VNA
485
Valley National Advisers
Pennsylvania
-$188K -1,588 Closed
SFS
486
Sowell Financial Services
Arkansas
-$97K -733 Closed
VFA
487
Valeo Financial Advisors
Indiana
-$60K -505 Closed
ETC
488
Exchange Traded Concepts
Oklahoma
-$22K -184 Closed
MLFP
489
MPS Loria Financial Planners
Illinois
-$13K -111 Closed
WAP
490
Wealthcare Advisory Partners
Pennsylvania
-$12K -102 Closed
SSB
491
Sandy Spring Bank
Maryland
-$11K -90 Closed
PMFA
492
Plante Moran Financial Advisors
Michigan
-$7K -62 Closed
ACM
493
Allred Capital Management
Texas
-$6.05K -51 Closed
EP
494
Eudaimonia Partners
Tennessee
-$1K -6 Closed
NFSG
495
Newbridge Financial Services Group
Florida
+$379 +3 New

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.