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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
M&T Bank
476
M&T Bank
New York
-$224K -1,801 Closed
IB
477
Intrust Bank
Kansas
-$219K -1,761 Closed
CIC
478
Carnegie Investment Counsel
Ohio
-$219K -1,755 Closed
BPA
479
Beacon Pointe Advisors
California
-$218K -1,748 Closed
RB
480
Renasant Bank
Mississippi
-$215K -1,722 Closed
WW
481
Waterfront Wealth
Kansas
-$212K -1,702 Closed
Sumitomo Mitsui Trust Group
482
Sumitomo Mitsui Trust Group
Japan
-$212K -1,700 Closed
BCM
483
BTC Capital Management
Iowa
-$213K -1,698 Closed
CAAS
484
Capital Asset Advisory Services
Michigan
-$209K -1,677 Closed
CAM
485
Cozad Asset Management
Illinois
-$209K -1,675 Closed
SAM
486
Seelaus Asset Management
New Jersey
-$206K -1,650 Closed
RE
487
RBC Europe
United Kingdom
-$125K -1,000 Closed
FA
488
Friess Associates
Delaware
-$110K -880 Closed
JIR
489
James Investment Research
Ohio
-$89K -715 Closed
EAM
490
Exos Asset Management
New York
-$83K -664 Closed
PWP
491
Personal Wealth Partners
Minnesota
-$37K -300 Closed
OIA
492
Optimum Investment Advisors
Illinois
-$31K -250 Closed
FCA
493
FinTrust Capital Advisors
South Carolina
-$25K -203 Closed
WAM
494
Wolverine Asset Management
Illinois
-$22K -177 Closed
ASN
495
Advisory Services Network
Georgia
-$20K -158 Closed
WP
496
WealthShield Partners
North Carolina
-$12K -100 Closed
PWS
497
Paragon Wealth Strategies
Florida
-$3K -26 Closed
BC
498
Bartlett & Co
Ohio
-$2K -16 Closed
BCWM
499
Bartlett & Co Wealth Management
Ohio
-$1.99K -16 Closed
AssetMark Inc
500
AssetMark Inc
California
-$1.72K -15 -79%

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.