We are live on ! Find out more

366 hedge funds and large institutions have $4.56B invested in Oshkosh in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 113 increasing their positions, 158 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

10% more capital invested

Capital invested by funds: $4.16B → $4.56B (+$405M)

1% more funds holding

Funds holding: 363366 (+3)

6% less call options, than puts

Call options by funds: $8.69M | Put options by funds: $9.23M

1.56% less ownership

Funds ownership: 94.98%93.42% (-1.6%)

28% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 158

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
366
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
7.5%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
43
Increased
113
Reduced
158
Closed
39
Calls
$8.69M
Puts
$9.23M
Net Calls
-$540K
Net Calls Change
-$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$6.2M
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$6.11M +$101K +1,473 +2%
KBC Group
78
KBC Group
Belgium
$5.91M +$3.01M +44,152 +115%
MGIM
79
M&G Investment Management
United Kingdom
$5.82M -$1.64M -23,977 -23%
First Trust Advisors
80
First Trust Advisors
Illinois
$5.61M -$1.73M -25,366 -24%
MOACM
81
Mutual of America Capital Management
New York
$5.55M +$22K +323 +0.4%
WC
82
Walthausen & Co
New York
$5.24M +$6.14K +90 +0.1%
PFC
83
Phocas Financial Corp
California
$4.69M +$1.85M +27,072 +70%
Los Angeles Capital Management
84
Los Angeles Capital Management
California
$4.45M -$64.2K -941 -1%
NWM
85
Nicola Wealth Management
British Columbia, Canada
$4.3M +$1.82M +26,600 +80%
Barclays
86
Barclays
United Kingdom
$4.28M -$2.25M -32,950 -36%
CS
87
Credit Suisse
Switzerland
$4.18M -$6.23M -91,284 -61%
AG
88
Aperio Group
California
$4.09M -$766K -11,226 -16%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.01M -$248K -3,637 -6%
Citigroup
90
Citigroup
New York
$4M +$504K +7,377 +15%
RJA
91
Raymond James & Associates
Florida
$3.92M +$66.2K +970 +2%
GCM
92
Galibier Capital Management
Ontario, Canada
$3.91M +$137K +2,000 +4%
TPSF
93
Texas Permanent School Fund
Texas
$3.85M -$280K -4,095 -7%
BFA
94
Bragg Financial Advisors
North Carolina
$3.85M +$98.3K +1,440 +3%
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$3.62M -$248K -3,636 -7%
State of New Jersey Common Pension Fund D
96
State of New Jersey Common Pension Fund D
New Jersey
$3.55M -$254K -3,720 -7%
GWM
97
Greenwich Wealth Management
Connecticut
$3.5M +$1.64K +24 +0%
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
$3.39M +$3.23M +47,364 New
Daiwa Securities Group
99
Daiwa Securities Group
Japan
$3.36M
Comerica Bank
100
Comerica Bank
Texas
$3.34M +$168K +2,467 +6%

OSK Hedge Fund Activity: Q2 2020 in Review

366 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2020, worth a combined $4.56B — up 9.7% from $4.16B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new OSK positions and 39 closed out — a net gain of 4 holders — while 113 added to existing stakes and 158 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $75.3M. The largest seller was VOYA Investment Management, cutting an estimated $39.2M.

  • 366 institutional investors held Oshkosh (OSK) as of Q2 2020, up from 363 in Q1 2020.
  • Funds reported $4.56B of Oshkosh stock for Q2 2020, up 9.7% quarter-over-quarter.
  • 43 funds opened new Oshkosh positions in Q2 2020 and 39 closed out, a net change of +4 holders.
  • The largest Oshkosh buyer in Q2 2020 was AllianceBernstein, an estimated $75.3M added.
  • The largest Oshkosh seller in Q2 2020 was VOYA Investment Management, an estimated $39.2M sold.

Based on aggregated 13F filings for Q2 2020.