Oshkosh
428 hedge funds and large institutions have $7.22B invested in Oshkosh in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 128 increasing their positions, 148 reducing their positions, and 63 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
49% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 63
33% more capital invested
Capital invested by funds: $5.44B → $7.22B (+$1.78B)
15% more call options, than puts
Call options by funds: $56.8M | Put options by funds: $49.2M
7% more funds holding
Funds holding: 400 → 428 (+28)
2.73% less ownership
Funds ownership: 92.23% → 89.49% (-2.7%)
14% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 148
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$70.6M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$51.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$48M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$42.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$35.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
-$300M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$66.7M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$63.2M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$50.9M |
| 5 |
Millennium Management
New York
|
-$40.4M |
OSK Hedge Fund Activity: Q1 2021 in Review
428 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2021, worth a combined $7.22B — up 33% from $5.44B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new OSK positions and 63 closed out — a net gain of 31 holders — while 128 added to existing stakes and 148 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $70.6M. The largest seller was Aristotle Capital Management, cutting an estimated $300M.
- 428 institutional investors held Oshkosh (OSK) as of Q1 2021, up from 400 in Q4 2020.
- Funds reported $7.22B of Oshkosh stock for Q1 2021, up 33% quarter-over-quarter.
- 94 funds opened new Oshkosh positions in Q1 2021 and 63 closed out, a net change of +31 holders.
- The largest Oshkosh buyer in Q1 2021 was Fidelity Investments, an estimated $70.6M added.
- The largest Oshkosh seller in Q1 2021 was Aristotle Capital Management, an estimated $300M sold.
Based on aggregated 13F filings for Q1 2021.