We are live on ! Find out more

439 hedge funds and large institutions have $6.34B invested in Oshkosh in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 167 increasing their positions, 142 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $50.5M | Put options by funds: $27.7M

18% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 142

1.14% more ownership

Funds ownership: 89.28%90.42% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 452439 (-13)

15% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 67

17% less capital invested

Capital invested by funds: $7.59B → $6.34B (-$1.25B)

Holders
439
Holders Change
-13
Holders Change %
-2.88%
% of All Funds
7.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
57
Increased
167
Reduced
142
Closed
67
Calls
$50.5M
Puts
$27.7M
Net Calls
+$22.8M
Net Calls Change
+$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$675M +$2.5M +21,727 +0.3%
BlackRock
2
BlackRock
New York
$576M -$75.6M -658,422 -10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$509M -$5.02M -43,699 -0.9%
Boston Partners
4
Boston Partners
Massachusetts
$322M +$62.6M +545,107 +21%
Victory Capital Management
5
Victory Capital Management
Texas
$257M +$18.6M +161,732 +7%
LSV Asset Management
6
LSV Asset Management
Illinois
$241M -$13.6M -118,449 -5%
AllianceBernstein
7
AllianceBernstein
Tennessee
$216M +$73.2M +637,600 +43%
Aristotle Capital Management
8
Aristotle Capital Management
California
$196M +$70.4M +612,574 +46%
State Street
9
State Street
Massachusetts
$178M -$1.6M -13,921 -0.8%
Invesco
10
Invesco
Georgia
$175M -$42.4M -368,719 -18%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$167M -$3.44M -29,983 -2%
JP Morgan Chase
12
JP Morgan Chase
New York
$133M +$79M +687,738 +113%
American Century Companies
13
American Century Companies
Missouri
$116M +$8.31M +72,351 +7%
Canada Life
14
Canada Life
Manitoba, Canada
$97.5M +$3.63M +31,608 +3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$92.7M +$2.87M +24,974 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$83.8M +$407K +3,543 +0.4%
Morgan Stanley
17
Morgan Stanley
New York
$82.7M +$15.4M +133,693 +20%
Teacher Retirement System of Texas
18
Teacher Retirement System of Texas
Texas
$80.9M +$233K +2,028 +0.3%
AQR Capital Management
19
AQR Capital Management
Connecticut
$74.8M -$2.87M -24,949 -3%
Norges Bank
20
Norges Bank
Norway
$69.7M -$4.52M -39,323 -5%
Charles Schwab
21
Charles Schwab
California
$58.4M +$1.51M +13,139 +2%
Northern Trust
22
Northern Trust
Illinois
$54.4M -$3.02M -26,310 -5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$54.3M +$4.84M +42,092 +9%
ClearBridge Investments
24
ClearBridge Investments
New York
$53.4M +$292K +2,544 +0.5%
Amundi
25
Amundi
France
$52M -$9.43M -82,103 -14%

OSK Hedge Fund Activity: Q3 2021 in Review

439 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2021, worth a combined $6.34B — down 17% from $7.59B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of OSK and 57 opened new positions — a net loss of 10 holders — while 142 trimmed existing stakes and 167 added.

The largest buyer was JP Morgan Chase, adding an estimated $79M. The largest seller was Franklin Resources, cutting an estimated $84.9M.

  • 439 institutional investors held Oshkosh (OSK) as of Q3 2021, down from 452 in Q2 2021.
  • Funds reported $6.34B of Oshkosh stock for Q3 2021, down 17% quarter-over-quarter.
  • 57 funds opened new Oshkosh positions in Q3 2021 and 67 closed out, a net change of -10 holders.
  • The largest Oshkosh buyer in Q3 2021 was JP Morgan Chase, an estimated $79M added.
  • The largest Oshkosh seller in Q3 2021 was Franklin Resources, an estimated $84.9M sold.

Based on aggregated 13F filings for Q3 2021.