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400 hedge funds and large institutions have $5.44B invested in Oshkosh in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 125 increasing their positions, 140 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $4.63B → $5.44B (+$815M)

16% more call options, than puts

Call options by funds: $18M | Put options by funds: $15.6M

11% more funds holding

Funds holding: 360400 (+40)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.5% less ownership

Funds ownership: 92.73%92.23% (-0.5%)

11% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 140

Holders
400
Holders Change
+40
Holders Change %
+11.11%
% of All Funds
7.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
81
Increased
125
Reduced
140
Closed
38
Calls
$18M
Puts
$15.6M
Net Calls
+$2.42M
Net Calls Change
-$8.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$562M -$8.35M -104,946 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$533M +$3.3M +41,430 +0.7%
Aristotle Capital Management
3
Aristotle Capital Management
California
$352M -$417M -5,247,112 -56%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$347M -$25.7M -323,298 -7%
LSV Asset Management
5
LSV Asset Management
Illinois
$256M +$3.3M +41,422 +1%
Boston Partners
6
Boston Partners
Massachusetts
$185M +$18.9M +236,925 +12%
Victory Capital Management
7
Victory Capital Management
Texas
$179M +$155M +1,949,562 +1,527%
AllianceBernstein
8
AllianceBernstein
Tennessee
$168M +$30.5M +383,149 +24%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$166M -$9.72M -122,134 -6%
American Century Companies
10
American Century Companies
Missouri
$155M +$29.6M +372,249 +26%
State Street
11
State Street
Massachusetts
$139M -$92.5K -1,163 -0.1%
Citadel Advisors
12
Citadel Advisors
Florida
$121M +$79.8M +1,002,830 +252%
Franklin Resources
13
Franklin Resources
California
$108M +$5.32M +66,884 +6%
Canada Life
14
Canada Life
Manitoba, Canada
$98M -$10.8M -135,331 -11%
Teacher Retirement System of Texas
15
Teacher Retirement System of Texas
Texas
$87.9M +$186K +2,337 +0.2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$71.1M +$688K +8,651 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$71.1M -$1.9M -23,917 -3%
Norges Bank
18
Norges Bank
Norway
$69.3M +$16.4M +205,865 +34%
Capital World Investors
19
Capital World Investors
California
$65.4M
KBC Group
20
KBC Group
Belgium
$63.9M +$4.17M +52,466 +64%
Millennium Management
21
Millennium Management
New York
$59.1M +$40M +502,681 +274%
Northern Trust
22
Northern Trust
Illinois
$57.8M -$752K -9,457 -1%
CVA
23
Ceredex Value Advisors
Florida
$54.7M +$50.5M +635,300 New
AQR Capital Management
24
AQR Capital Management
Connecticut
$45.8M -$23M -289,353 -35%
Charles Schwab
25
Charles Schwab
California
$45.7M +$538K +6,767 +1%

OSK Hedge Fund Activity: Q4 2020 in Review

400 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2020, worth a combined $5.44B — up 18% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new OSK positions and 38 closed out — a net gain of 43 holders — while 125 added to existing stakes and 140 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $155M. The largest seller was Aristotle Capital Management, cutting an estimated $417M.

  • 400 institutional investors held Oshkosh (OSK) as of Q4 2020, up from 360 in Q3 2020.
  • Funds reported $5.44B of Oshkosh stock for Q4 2020, up 18% quarter-over-quarter.
  • 81 funds opened new Oshkosh positions in Q4 2020 and 38 closed out, a net change of +43 holders.
  • The largest Oshkosh buyer in Q4 2020 was Victory Capital Management, an estimated $155M added.
  • The largest Oshkosh seller in Q4 2020 was Aristotle Capital Management, an estimated $417M sold.

Based on aggregated 13F filings for Q4 2020.