We are live on ! Find out more

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
AB
201
Amalgamated Bank
New York
$647K -$432K -6,327 -41%
SBH
202
Segall Bryant & Hamill
Illinois
$644K -$495K -7,245 -45%
EAM
203
Eagle Asset Management
Florida
$637K +$9.35K +137 +2%
MPPLM
204
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$620K +$25.6K +375 +3%
KAM
205
Karani Asset Management
New York
$601K -$117K -1,713 -17%
APG Asset Management
206
APG Asset Management
Netherlands
$600K -$1.24M -18,221 -66%
Aviva
207
Aviva
United Kingdom
$578K
RJFSA
208
Raymond James Financial Services Advisors
Florida
$567K -$1.29M -18,889 -70%
CIA
209
CSat Investment Advisory
Michigan
$566K -$35.2K -515 -6%
Wellington Management Group
210
Wellington Management Group
Massachusetts
$557K -$3.13M -45,898 -86%
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$557K -$716K -10,482 -57%
MFG
212
Magnus Financial Group
New York
$557K -$6.89K -101 -1%
WAM
213
Wealthspire Advisors (Maryland)
Maryland
$547K -$28.1K -411 -5%
HHAM
214
HITE Hedge Asset Management
Massachusetts
$537K +$109K +1,598 +27%
FA
215
FDx Advisors
Illinois
$525K -$19.1K -280 -4%
FNBOO
216
First National Bank of Omaha
Nebraska
$523K -$5.87K -86 -1%
TC
217
Telemus Capital
Michigan
$521K +$19.1K +280 +4%
ACI
218
AMP Capital Investors
Australia
$518K +$494K +7,240 New
Bessemer Group
219
Bessemer Group
New Jersey
$512K
SEC
220
Seven Eight Capital
New York
$509K +$485K +7,100 New
LPL Financial
221
LPL Financial
California
$505K +$21K +307 +5%
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$503K +$175K +2,558 +57%
KOMWMG
223
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$502K +$30K +440 +7%
RHBC
224
R.H. Bluestein & Co
Michigan
$501K +$137K +2,000 +40%
American Century Companies
225
American Century Companies
Missouri
$495K +$54.3K +795 +13%

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.