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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
BC
101
Brookfield Corp
Ontario, Canada
$8.51M +$8.63M +68,286 New
Stifel Financial
102
Stifel Financial
Missouri
$8.11M +$275K +2,177 +3%
DZ Bank
103
DZ Bank
Germany
$7.95M +$3.18M +25,138 +65%
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$7.71M +$1.12M +8,895 +17%
CPC
105
Cookson Peirce & Co
Pennsylvania
$7.48M +$7.58M +59,985 New
AB
106
Amalgamated Bank
New York
$7.46M +$6.5M +51,441 +608%
CSS
107
Cubist Systematic Strategies
Connecticut
$7.28M +$6.94M +54,864 +1,560%
Acadian Asset Management
108
Acadian Asset Management
Massachusetts
$7.02M -$7.38M -58,390 -51%
SDIC
109
South Dakota Investment Council
South Dakota
$6.71M -$1.44M -11,360 -17%
KOCAA
110
Knights of Columbus Asset Advisors
Connecticut
$6.7M +$126K +999 +2%
PI
111
Putnam Investments
Massachusetts
$6.7M +$6.8M +53,757 New
TPSF
112
Texas Permanent School Fund
Texas
$6.37M +$5.82K +46 +0.1%
BGIM
113
Brandywine Global Investment Management
Pennsylvania
$6.24M -$273K -2,157 -4%
CIP
114
Chartwell Investment Partners
Pennsylvania
$6.12M +$693K +5,483 +13%
GWM
115
Greenwich Wealth Management
Connecticut
$6.1M -$9.48K -75 -0.2%
State of Tennessee, Department of Treasury
116
State of Tennessee, Department of Treasury
Tennessee
$6.09M
Hudson Bay Capital Management
117
Hudson Bay Capital Management
Connecticut
$5.24M +$131K +1,033 +3%
T. Rowe Price Associates
118
T. Rowe Price Associates
Maryland
$5.23M +$182K +1,437 +4%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.16M +$323K +2,556 +7%
DCM
120
Donaldson Capital Management
Indiana
$4.83M +$183K +1,451 +4%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$4.78M +$39.7K +314 +0.8%
CCP
122
Cardan Capital Partners
Colorado
$4.63M +$4.7M +37,174 New
Asset Management One
123
Asset Management One
Japan
$4.51M +$949K +7,506 +26%
GC
124
Guggenheim Capital
Illinois
$4.43M -$592K -4,686 -12%
State of New Jersey Common Pension Fund D
125
State of New Jersey Common Pension Fund D
New Jersey
$4.42M -$976K -7,723 -18%

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.