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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
MA
76
Montag & Associates
Georgia
$12.6M +$2.94M +23,234 +30%
UBS AM
77
UBS AM
Illinois
$12.4M -$200K -1,584 -2%
Point72 Asset Management
78
Point72 Asset Management
Connecticut
$12.3M +$5.08M +40,200 +68%
BFA
79
Bragg Financial Advisors
North Carolina
$12.2M -$27.8K -220 -0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
80
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.1M +$8.94M +70,671 +267%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$12M -$154K -1,215 -1%
Retirement Systems of Alabama
82
Retirement Systems of Alabama
Alabama
$11.1M +$17.2K +136 +0.2%
SEI Investments
83
SEI Investments
Pennsylvania
$11M +$253K +2,000 +2%
KCM
84
Kennedy Capital Management
Missouri
$10.9M -$332K -2,627 -3%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$10.4M -$1.31M -10,355 -11%
Man Group
86
Man Group
United Kingdom
$10.3M +$4.78M +37,805 +84%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$10.2M -$470K -3,720 -4%
Deutsche Bank
88
Deutsche Bank
Germany
$10.2M +$9.14M +72,258 +784%
MOACM
89
Mutual of America Capital Management
New York
$9.7M +$302K +2,392 +3%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$9.49M +$18.7K +148 +0.2%
Two Sigma Advisers
91
Two Sigma Advisers
New York
$9.47M +$9M +71,200 +1,500%
ZDA
92
Zweig-DiMenna Associates
New York
$9.45M +$160K +1,267 +2%
FP
93
Foundry Partners
Minnesota
$9.44M -$7.8M -61,721 -45%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.35M -$201K -1,591 -2%
CS
95
Credit Suisse
Switzerland
$9.18M -$2.37M -18,762 -20%
Barclays
96
Barclays
United Kingdom
$9.06M +$7.73M +61,157 +531%
Nordea Investment Management
97
Nordea Investment Management
Sweden
$8.84M +$695K +5,494 +8%
AWMT
98
AAFMAA Wealth Management & Trust
North Carolina
$8.78M -$293K -2,317 -3%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$8.67M +$6.64M +52,493 +291%
Connor, Clark & Lunn Investment Management (CC&L)
100
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.51M +$2.68M +21,187 +45%

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.