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
Aristotle Capital Management
1
Aristotle Capital Management
California
$657M +$20.7M +303,521 +3%
BlackRock
2
BlackRock
New York
$495M -$12.9M -189,198 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$477M -$16.4M -240,731 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$293M +$36.5M +534,203 +15%
LSV Asset Management
5
LSV Asset Management
Illinois
$222M -$7.68M -112,457 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$144M +$10.8M +158,811 +9%
Boston Partners
7
Boston Partners
Massachusetts
$139M +$19.8M +290,041 +18%
State Street
8
State Street
Massachusetts
$123M -$3.39M -49,654 -3%
AllianceBernstein
9
AllianceBernstein
Tennessee
$110M +$75.3M +1,103,021 +257%
Franklin Resources
10
Franklin Resources
California
$109M +$1.64M +23,977 +2%
Canada Life
11
Canada Life
Manitoba, Canada
$92.9M -$16.9M -248,178 -16%
Teacher Retirement System of Texas
12
Teacher Retirement System of Texas
Texas
$72.8M +$22.3M +326,026 +47%
AQR Capital Management
13
AQR Capital Management
Connecticut
$70.5M -$38.3M -560,367 -36%
Prudential Financial
14
Prudential Financial
New Jersey
$70.3M -$17.4M -254,309 -21%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$62.9M -$3.72M -54,488 -6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$61.2M -$175K -2,560 -0.3%
Capital World Investors
17
Capital World Investors
California
$54.4M
Bank of America
18
Bank of America
North Carolina
$52.4M -$3.5M -51,219 -7%
Northern Trust
19
Northern Trust
Illinois
$50.3M -$2.26M -33,150 -5%
Norges Bank
20
Norges Bank
Norway
$46.4M -$10.6M -154,744 -19%
Charles Schwab
21
Charles Schwab
California
$38.2M +$382K +5,592 +1%
Citadel Advisors
22
Citadel Advisors
Florida
$34.8M +$32.8M +480,539 +9,384%
JIM
23
Jupiter Investment Management
United Kingdom
$28.4M -$8.87M -129,932 -25%
VNIM
24
Vaughan Nelson Investment Management
Texas
$27.7M +$11.1M +162,740 +73%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$27.1M -$7.33M -107,448 -22%

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.