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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
DCM
151
Donaldson Capital Management
Indiana
$2.3M -$2.08M -19,032 -48%
MFIMFI
152
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.23M
SO
153
STRS Ohio
Ohio
$2.15M -$301K -2,752 -13%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$2.14M +$465K +4,252 +29%
CA
155
Capitolis Advisors
New York
$2.12M +$2.06M +18,833 New
HPC
156
HM Payson & Co
Maine
$2.1M -$19K -174 -0.9%
ASRS
157
Arizona State Retirement System
Arizona
$2.08M -$23.8K -218 -1%
AIP
158
Ameritas Investment Partners
Nebraska
$2.07M +$18.7K +171 +0.9%
Osaic Holdings
159
Osaic Holdings
Arizona
$2.05M -$38.8K -355 -2%
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$2.04M +$17K +156 +0.9%
VIA
161
Vident Investment Advisory
Georgia
$2.03M +$83.3K +762 +4%
Federated Hermes
162
Federated Hermes
Pennsylvania
$2.03M -$6.56K -60 -0.3%
MPPLM
163
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.02M +$2.08K +19 +0.1%
FVWA
164
Foster Victor Wealth Advisors
South Carolina
$2M +$399K +3,654 +28%
LS
165
Livforsakringsbolaget Skandia
Sweden
$2M
LSERS
166
Louisiana State Employees Retirement System
Louisiana
$1.98M +$10.9K +100 +0.6%
SOMRS
167
State of Michigan Retirement System
Michigan
$1.96M +$21.9K +200 +1%
RJFSA
168
Raymond James Financial Services Advisors
Florida
$1.94M +$316K +2,896 +20%
WT
169
Whittier Trust
California
$1.89M +$49.5K +453 +3%
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.88M -$720K -6,590 -28%
PP
171
Paloma Partners
Connecticut
$1.78M +$1.72M +15,780 New
SFI
172
Susquehanna Fundamental Investments
Pennsylvania
$1.75M +$961K +8,794 +130%
IMRF
173
Illinois Municipal Retirement Fund
Illinois
$1.74M +$1.16M +10,587 +219%
BNP Paribas Financial Markets
174
BNP Paribas Financial Markets
France
$1.73M +$444K +4,061 +36%
MMHP
175
Murphy Middleton Hinkle & Parker
Georgia
$1.65M +$219 +2 +0%

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.