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366 hedge funds and large institutions have $4.56B invested in Oshkosh in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 113 increasing their positions, 158 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

10% more capital invested

Capital invested by funds: $4.16B → $4.56B (+$405M)

1% more funds holding

Funds holding: 363366 (+3)

6% less call options, than puts

Call options by funds: $8.69M | Put options by funds: $9.23M

1.56% less ownership

Funds ownership: 94.98%93.42% (-1.6%)

28% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 158

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
366
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
7.5%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
43
Increased
113
Reduced
158
Closed
39
Calls
$8.69M
Puts
$9.23M
Net Calls
-$540K
Net Calls Change
-$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
176
STRS Ohio
Ohio
$919K +$386K +5,656 +79%
SCA
177
Sage Capital Advisors
South Dakota
$916K +$474K +6,949 +119%
PP
178
Paloma Partners
Connecticut
$893K +$851K +12,472 New
Verition Fund Management
179
Verition Fund Management
Connecticut
$885K +$844K +12,361 New
Mitsubishi UFJ Trust & Banking
180
Mitsubishi UFJ Trust & Banking
Japan
$880K -$45.7K -670 -5%
CCP
181
Corient Capital Partners
California
$867K +$1.09K +16 +0.1%
SOADOR
182
State of Alaska Department of Revenue
Alaska
$866K -$51.5K -755 -6%
Deutsche Bank
183
Deutsche Bank
Germany
$860K -$3.9M -57,182 -83%
APF
184
Alaska Permanent Fund
Alaska
$842K
Creative Planning
185
Creative Planning
Kansas
$818K +$6.62K +97 +0.9%
FHB
186
First Hawaiian Bank
Hawaii
$810K -$17.7K -259 -2%
HVIA
187
Hudson Valley Investment Advisors
New York
$800K +$9.35K +137 +1%
JMPWA
188
JP Morgan Private Wealth Advisors
California
$793K +$291K +4,266 +63%
Assenagon Asset Management
189
Assenagon Asset Management
Luxembourg
$779K +$742K +10,873 New
SAM
190
Shell Asset Management
Netherlands
$758K -$10.8K -158 -1%
B
191
Barings
North Carolina
$753K
UCFA
192
United Capital Financial Advisors
Texas
$730K -$92.7K -1,358 -12%
GC
193
Guggenheim Capital
Illinois
$697K -$234K -3,421 -26%
NAS
194
Nicolet Advisory Services
Wisconsin
$696K -$24.2K -355 -4%
FFBTD
195
First Financial Bank - Trust Division
Ohio
$682K -$120K -1,763 -16%
CAM
196
Cozad Asset Management
Illinois
$677K -$2.25M -32,902 -78%
MAM
197
Mastrapasqua Asset Management
Tennessee
$661K +$2.05K +30 +0.3%
DBRC
198
D.B. Root & Company
Pennsylvania
$656K +$52.6K +770 +9%
Commonwealth Equity Services
199
Commonwealth Equity Services
Massachusetts
$653K -$23.1K -339 -4%
ACM
200
AlphaCrest Capital Management
New York
$652K +$373K +5,457 +150%

OSK Hedge Fund Activity: Q2 2020 in Review

366 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2020, worth a combined $4.56B — up 9.7% from $4.16B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new OSK positions and 39 closed out — a net gain of 4 holders — while 113 added to existing stakes and 158 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $75.3M. The largest seller was VOYA Investment Management, cutting an estimated $39.2M.

  • 366 institutional investors held Oshkosh (OSK) as of Q2 2020, up from 363 in Q1 2020.
  • Funds reported $4.56B of Oshkosh stock for Q2 2020, up 9.7% quarter-over-quarter.
  • 43 funds opened new Oshkosh positions in Q2 2020 and 39 closed out, a net change of +4 holders.
  • The largest Oshkosh buyer in Q2 2020 was AllianceBernstein, an estimated $75.3M added.
  • The largest Oshkosh seller in Q2 2020 was VOYA Investment Management, an estimated $39.2M sold.

Based on aggregated 13F filings for Q2 2020.