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447 hedge funds and large institutions have $7.03B invested in Oshkosh in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 150 increasing their positions, 154 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $15.5M

20% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 61

11% more capital invested

Capital invested by funds: $6.34B → $7.03B (+$688M)

2.2% more ownership

Funds ownership: 90.42%92.62% (+2.2%)

2% more funds holding

Funds holding: 439447 (+8)

3% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 154

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
447
Holders Change
+8
Holders Change %
+1.82%
% of All Funds
6.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
73
Increased
150
Reduced
154
Closed
61
Calls
$46.9M
Puts
$15.5M
Net Calls
+$31.5M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
101
Squarepoint
New York
$6.34M -$4.38M -40,074 -42%
KOCAA
102
Knights of Columbus Asset Advisors
Connecticut
$6.2M +$75.6K +692 +1%
TPSF
103
Texas Permanent School Fund
Texas
$5.6M -$117K -1,071 -2%
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$5.54M -$4.21M -38,521 -44%
AB
105
Amalgamated Bank
New York
$5.54M -$622K -5,692 -10%
GWM
106
Greenwich Wealth Management
Connecticut
$5.52M +$11.8K +108 +0.2%
CIP
107
Chartwell Investment Partners
Pennsylvania
$5.48M -$49.9K -457 -0.9%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$5.35M +$687K +6,288 +15%
BGIM
109
Brandywine Global Investment Management
Pennsylvania
$5.13M -$126K -1,155 -2%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$5.01M
OQS
111
Occudo Quantitative Strategies
Florida
$4.88M +$2.38M +21,746 +101%
Holocene Advisors
112
Holocene Advisors
New York
$4.88M +$4.47M +40,901 +1,735%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.83M -$2.5M -22,854 -35%
Wellington Management Group
114
Wellington Management Group
Massachusetts
$4.82M +$2.89M +26,469 +162%
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$4.64M -$138K -1,266 -3%
Comerica Bank
116
Comerica Bank
Texas
$4.55M +$815K +7,456 +24%
Barclays
117
Barclays
United Kingdom
$4.46M -$17.7M -161,573 -80%
Asset Management One
118
Asset Management One
Japan
$4.33M
GCM
119
Galibier Capital Management
Ontario, Canada
$4.25M
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$4.21M -$8.05M -73,669 -66%
YCM
121
Yousif Capital Management
Michigan
$4.2M +$4.07M +37,262 New
GAM
122
Gotham Asset Management
New York
$4.05M +$535K +4,897 +16%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$3.9M +$59.4K +544 +2%
Twin Tree Management
124
Twin Tree Management
Texas
$3.86M +$3.59M +32,849 +2,407%
BPM
125
Bowling Portfolio Management
Ohio
$3.82M -$29.7K -272 -0.8%

OSK Hedge Fund Activity: Q4 2021 in Review

447 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2021, worth a combined $7.03B — up 11% from $6.34B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new OSK positions and 61 closed out — a net gain of 12 holders — while 150 added to existing stakes and 154 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $422M. The largest seller was Boston Partners, cutting an estimated $90M.

  • 447 institutional investors held Oshkosh (OSK) as of Q4 2021, up from 439 in Q3 2021.
  • Funds reported $7.03B of Oshkosh stock for Q4 2021, up 11% quarter-over-quarter.
  • 73 funds opened new Oshkosh positions in Q4 2021 and 61 closed out, a net change of +12 holders.
  • The largest Oshkosh buyer in Q4 2021 was Aristotle Capital Management, an estimated $422M added.
  • The largest Oshkosh seller in Q4 2021 was Boston Partners, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2021.