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439 hedge funds and large institutions have $6.34B invested in Oshkosh in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 167 increasing their positions, 142 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $50.5M | Put options by funds: $27.7M

18% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 142

1.14% more ownership

Funds ownership: 89.28%90.42% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 452439 (-13)

15% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 67

17% less capital invested

Capital invested by funds: $7.59B → $6.34B (-$1.25B)

Holders
439
Holders Change
-13
Holders Change %
-2.88%
% of All Funds
7.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
57
Increased
167
Reduced
142
Closed
67
Calls
$50.5M
Puts
$27.7M
Net Calls
+$22.8M
Net Calls Change
+$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
176
State of Michigan Retirement System
Michigan
$1.76M -$11.5K -100 -0.6%
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$1.7M +$130K +1,130 +7%
Wellington Management Group
178
Wellington Management Group
Massachusetts
$1.67M +$1.2M +10,459 +178%
WT
179
Whittier Trust
California
$1.67M +$95.8K +834 +5%
Aviva
180
Aviva
United Kingdom
$1.56M +$1.75M +15,195 New
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$1.51M -$63.4K -552 -4%
MMHP
182
Murphy Middleton Hinkle & Parker
Georgia
$1.5M +$115 +1 +0%
SAM
183
Shell Asset Management
Netherlands
$1.48M -$71.2K -620 -4%
RJFSA
184
Raymond James Financial Services Advisors
Florida
$1.47M +$70K +609 +4%
NMERB
185
New Mexico Educational Retirement Board
New Mexico
$1.45M
PCM
186
Polaris Capital Management
Massachusetts
$1.44M
OTPPB
187
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.43M +$530K +4,617 +50%
FVWA
188
Foster Victor Wealth Advisors
South Carolina
$1.35M +$239K +2,083 +19%
Lazard Asset Management
189
Lazard Asset Management
New York
$1.35M -$1.51M -13,150 -50%
HVIA
190
Hudson Valley Investment Advisors
New York
$1.34M +$8.62K +75 +0.6%
QT
191
Quantbot Technologies
New York
$1.34M +$957K +8,332 +175%
Marshall Wace
192
Marshall Wace
United Kingdom
$1.3M +$1.45M +12,663 New
MLICM
193
Metropolitan Life Insurance Company (MetLife)
New York
$1.28M -$49.9K -434 -3%
OC
194
Oarsman Capital
Wisconsin
$1.27M -$17.2K -150 -1%
URS
195
Utah Retirement Systems
Utah
$1.27M -$80.4K -700 -5%
Los Angeles Capital Management
196
Los Angeles Capital Management
California
$1.25M -$20.7K -180 -1%
CAN
197
Cetera Advisor Networks
California
$1.23M +$414K +3,600 +43%
CWM
198
CIBC World Markets
New York
$1.23M +$1.38M +12,000 New
PL
199
Polianta Ltd
Jersey
$1.2M +$1.34M +11,700 New
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$1.2M +$1.34M +11,676 New

OSK Hedge Fund Activity: Q3 2021 in Review

439 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2021, worth a combined $6.34B — down 17% from $7.59B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of OSK and 57 opened new positions — a net loss of 10 holders — while 142 trimmed existing stakes and 167 added.

The largest buyer was JP Morgan Chase, adding an estimated $79M. The largest seller was Franklin Resources, cutting an estimated $84.9M.

  • 439 institutional investors held Oshkosh (OSK) as of Q3 2021, down from 452 in Q2 2021.
  • Funds reported $6.34B of Oshkosh stock for Q3 2021, down 17% quarter-over-quarter.
  • 57 funds opened new Oshkosh positions in Q3 2021 and 67 closed out, a net change of -10 holders.
  • The largest Oshkosh buyer in Q3 2021 was JP Morgan Chase, an estimated $79M added.
  • The largest Oshkosh seller in Q3 2021 was Franklin Resources, an estimated $84.9M sold.

Based on aggregated 13F filings for Q3 2021.