We are live on ! Find out more

452 hedge funds and large institutions have $7.59B invested in Oshkosh in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 159 increasing their positions, 155 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 46

17% more call options, than puts

Call options by funds: $50.7M | Put options by funds: $43.5M

6% more funds holding

Funds holding: 428452 (+24)

5% more capital invested

Capital invested by funds: $7.22B → $7.59B (+$371M)

3% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 155

0.21% less ownership

Funds ownership: 89.49%89.28% (-0.21%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
452
Holders Change
+24
Holders Change %
+5.61%
% of All Funds
7.87%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
71
Increased
159
Reduced
155
Closed
46
Calls
$50.7M
Puts
$43.5M
Net Calls
+$7.23M
Net Calls Change
-$342K
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
201
State of Alaska Department of Revenue
Alaska
$1.33M -$7.33K -58 -0.5%
JMPWA
202
JP Morgan Private Wealth Advisors
California
$1.31M +$1.07M +8,478 +422%
NIMI
203
Natixis Investment Managers International
France
$1.3M -$571K -4,520 -30%
GT
204
Glenmede Trust
Pennsylvania
$1.28M +$875K +6,917 +203%
FNBOO
205
First National Bank of Omaha
Nebraska
$1.25M
DBRC
206
D.B. Root & Company
Pennsylvania
$1.23M -$35.9K -284 -3%
Axa
207
Axa
France
$1.21M +$1.23M +9,700 New
OTPPB
208
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.16M -$313K -2,479 -21%
Russell Investments Group
209
Russell Investments Group
United Kingdom
$1.15M -$1.27M -10,028 -52%
Twin Tree Management
210
Twin Tree Management
Texas
$1.15M -$3.43M -27,167 -75%
NAS
211
Nicolet Advisory Services
Wisconsin
$1.08M -$95.1K -752 -8%
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
$1.07M +$1.09M +8,617 New
PSUF
213
People's United Financial
Connecticut
$1.07M +$379 +3 +0%
FFBTD
214
First Financial Bank - Trust Division
Ohio
$1.07M -$12.3K -97 -1%
HI
215
Harbour Investments
Wisconsin
$1.05M +$64K +506 +6%
CAN
216
Cetera Advisor Networks
California
$1.05M +$518K +4,094 +95%
ESCM
217
Echo Street Capital Management
New York
$1.05M +$1.06M +8,420 New
VCM
218
Virtue Capital Management
Tennessee
$1.04M +$1.05M +8,337 New
Squarepoint
219
Squarepoint
New York
$1.03M -$7.29M -57,646 -87%
SI
220
Sapience Investments
California
$1.02M -$279K -2,203 -21%
VRS
221
Virginia Retirement Systems
Virginia
$1.01M +$518K +4,100 +103%
Mitsubishi UFJ Trust & Banking
222
Mitsubishi UFJ Trust & Banking
Japan
$1M -$57.8K -457 -5%
X
223
Xponance
Pennsylvania
$1M +$102K +806 +11%
BSA
224
Braun Stacey Associates
New York
$997K
DM
225
Delphi Management
Massachusetts
$994K -$329K -2,605 -25%

OSK Hedge Fund Activity: Q2 2021 in Review

452 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2021, worth a combined $7.59B — up 5.1% from $7.22B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new OSK positions and 46 closed out — a net gain of 25 holders — while 159 added to existing stakes and 155 trimmed.

The largest buyer was Invesco, adding an estimated $168M. The largest seller was AllianceBernstein, cutting an estimated $84.9M.

  • 452 institutional investors held Oshkosh (OSK) as of Q2 2021, up from 428 in Q1 2021.
  • Funds reported $7.59B of Oshkosh stock for Q2 2021, up 5.1% quarter-over-quarter.
  • 71 funds opened new Oshkosh positions in Q2 2021 and 46 closed out, a net change of +25 holders.
  • The largest Oshkosh buyer in Q2 2021 was Invesco, an estimated $168M added.
  • The largest Oshkosh seller in Q2 2021 was AllianceBernstein, an estimated $84.9M sold.

Based on aggregated 13F filings for Q2 2021.