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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$819M +$29.6M +234,218 +4%
BlackRock
2
BlackRock
New York
$783M -$37.9M -299,715 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$625M +$38.7M +306,413 +7%
Boston Partners
4
Boston Partners
Massachusetts
$324M +$29.2M +231,181 +10%
LSV Asset Management
5
LSV Asset Management
Illinois
$308M -$42.9M -339,174 -12%
Victory Capital Management
6
Victory Capital Management
Texas
$293M -$28.4M -224,955 -9%
Invesco
7
Invesco
Georgia
$260M +$168M +1,324,849 +175%
State Street
8
State Street
Massachusetts
$218M +$16.5M +130,485 +8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$207M -$5.21M -41,198 -2%
AllianceBernstein
10
AllianceBernstein
Tennessee
$184M -$84.9M -671,619 -31%
Aristotle Capital Management
11
Aristotle Capital Management
California
$161M +$10.8M +85,142 +7%
Franklin Resources
12
Franklin Resources
California
$144M -$13.3M -104,914 -8%
American Century Companies
13
American Century Companies
Missouri
$132M -$32.3M -255,088 -19%
Canada Life
14
Canada Life
Manitoba, Canada
$114M -$20.4M -161,148 -15%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$110M +$2.41M +19,023 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$102M -$810K -6,409 -0.8%
Teacher Retirement System of Texas
17
Teacher Retirement System of Texas
Texas
$98.2M -$29.6M -234,365 -23%
AQR Capital Management
18
AQR Capital Management
Connecticut
$92.5M -$3.15M -24,898 -3%
Norges Bank
19
Norges Bank
Norway
$89.8M -$8.08M -63,945 -8%
Morgan Stanley
20
Morgan Stanley
New York
$84.1M +$9.7M +76,717 +13%
JP Morgan Chase
21
JP Morgan Chase
New York
$75.8M +$44.5M +351,666 +137%
Amundi
22
Amundi
France
$73.6M +$74.6M +590,315 New
Northern Trust
23
Northern Trust
Illinois
$69.6M -$2.51M -19,884 -3%
Charles Schwab
24
Charles Schwab
California
$69.5M +$1.65M +13,075 +2%
ClearBridge Investments
25
ClearBridge Investments
New York
$64.8M +$468K +3,700 +0.7%

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.