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360 hedge funds and large institutions have $4.63B invested in Oshkosh in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 137 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $9.96M

1% more capital invested

Capital invested by funds: $4.56B → $4.63B (+$64.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.7% less ownership

Funds ownership: 93.42%92.73% (-0.7%)

9% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 43

2% less funds holding

Funds holding: 366360 (-6)

17% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 137

Holders
360
Holders Change
-6
Holders Change %
-1.64%
% of All Funds
7.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
114
Reduced
137
Closed
43
Calls
$21.2M
Puts
$9.96M
Net Calls
+$11.3M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$690M +$16M +207,787 +2%
BlackRock
2
BlackRock
New York
$488M -$21.3M -277,068 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$452M -$39.2M -509,273 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$320M +$20.3M +263,662 +6%
LSV Asset Management
5
LSV Asset Management
Illinois
$216M -$13.3M -172,460 -6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$150M +$2.87M +37,237 +2%
Boston Partners
7
Boston Partners
Massachusetts
$141M -$1.37M -17,741 -0.9%
State Street
8
State Street
Massachusetts
$118M -$8.4M -109,042 -6%
AllianceBernstein
9
AllianceBernstein
Tennessee
$115M +$2.45M +31,852 +2%
American Century Companies
10
American Century Companies
Missouri
$105M +$110M +1,426,960 +20,660%
Canada Life
11
Canada Life
Manitoba, Canada
$93.8M -$2.04M -26,456 -2%
Franklin Resources
12
Franklin Resources
California
$87.1M -$15.1M -195,454 -14%
Teacher Retirement System of Texas
13
Teacher Retirement System of Texas
Texas
$74.9M +$128K +1,657 +0.2%
Prudential Financial
14
Prudential Financial
New Jersey
$67.8M -$4.56M -59,188 -6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$62.4M -$2.17M -28,122 -3%
AQR Capital Management
16
AQR Capital Management
Connecticut
$60.4M -$12.9M -168,048 -17%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$60M -$2.89M -37,489 -4%
Capital World Investors
18
Capital World Investors
California
$55.9M
Bank of America
19
Bank of America
North Carolina
$53.3M -$531K -6,897 -0.9%
Northern Trust
20
Northern Trust
Illinois
$50M -$1.67M -21,661 -3%
Norges Bank
21
Norges Bank
Norway
$44.1M -$3.69M -47,860 -7%
Charles Schwab
22
Charles Schwab
California
$38.5M -$723K -9,386 -2%
Morgan Stanley
23
Morgan Stanley
New York
$36.9M +$24.6M +318,847 +175%
VNIM
24
Vaughan Nelson Investment Management
Texas
$32.9M +$4.72M +61,361 +16%
Citadel Advisors
25
Citadel Advisors
Florida
$29.3M -$6.71M -87,142 -18%

OSK Hedge Fund Activity: Q3 2020 in Review

360 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2020, worth a combined $4.63B — up 1.4% from $4.56B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of OSK and 39 opened new positions — a net loss of 4 holders — while 137 trimmed existing stakes and 114 added.

The largest buyer was American Century Companies, adding an estimated $110M. The largest seller was Vanguard Group, cutting an estimated $39.2M.

  • 360 institutional investors held Oshkosh (OSK) as of Q3 2020, down from 366 in Q2 2020.
  • Funds reported $4.63B of Oshkosh stock for Q3 2020, up 1.4% quarter-over-quarter.
  • 39 funds opened new Oshkosh positions in Q3 2020 and 43 closed out, a net change of -4 holders.
  • The largest Oshkosh buyer in Q3 2020 was American Century Companies, an estimated $110M added.
  • The largest Oshkosh seller in Q3 2020 was Vanguard Group, an estimated $39.2M sold.

Based on aggregated 13F filings for Q3 2020.