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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
MA
76
Montag & Associates
Georgia
$10.9M +$613K +5,339 +5%
UBS AM
77
UBS AM
Illinois
$10.3M +$127K +1,102 +1%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$10.1M +$252K +2,190 +2%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$10M -$1.14M -9,946 -9%
BFA
80
Bragg Financial Advisors
North Carolina
$10M +$460 +4 +0%
Squarepoint
81
Squarepoint
New York
$9.86M +$10.1M +88,075 +1,069%
SEI Investments
82
SEI Investments
Pennsylvania
$9.6M +$575K +5,009 +6%
Man Group
83
Man Group
United Kingdom
$9.3M +$927K +8,072 +10%
CSS
84
Cubist Systematic Strategies
Connecticut
$9.12M +$3.53M +30,705 +53%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$9.1M -$60.1K -523 -0.6%
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$8.98M +$9.09M +79,085 +918%
RJA
87
Raymond James & Associates
Florida
$8.96M -$1.82M -15,833 -15%
KCM
88
Kennedy Capital Management
Missouri
$8.62M -$360K -3,132 -4%
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$8.38M -$219K -1,910 -2%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$8.19M +$5.3M +46,096 +136%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.08M +$449K +3,906 +5%
Stifel Financial
92
Stifel Financial
Missouri
$8.06M +$1.56M +13,606 +21%
MOACM
93
Mutual of America Capital Management
New York
$8M +$36K +313 +0.4%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$7.86M -$563K -4,897 -6%
CS
95
Credit Suisse
Switzerland
$7.78M +$112K +974 +1%
ZDA
96
Zweig-DiMenna Associates
New York
$7.76M
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$7.69M -$112K -977 -1%
FP
98
Foundry Partners
Minnesota
$7.4M -$396K -3,449 -5%
AWMT
99
AAFMAA Wealth Management & Trust
North Carolina
$7.4M +$210K +1,826 +3%
Nordea Investment Management
100
Nordea Investment Management
Sweden
$7.39M -$67.9K -591 -0.8%

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.