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389 hedge funds and large institutions have $4.92B invested in Oshkosh in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 137 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $10.1M

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

2% more funds holding

Funds holding: 382389 (+7)

2% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 134

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.31% less ownership

Funds ownership: 90.77%90.46% (-0.31%)

4% less capital invested

Capital invested by funds: $5.11B → $4.92B (-$186M)

Holders
389
Holders Change
+7
Holders Change %
+1.83%
% of All Funds
6.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
54
Increased
137
Reduced
134
Closed
43
Calls
$12.7M
Puts
$10.1M
Net Calls
+$2.6M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Harbour Investments
Wisconsin
$441K +$3.54K +39 +0.7%
WANY
227
Wealthspire Advisors (New York)
New York
$438K -$49.5K -545 -9%
TC
228
TownSquare Capital
Utah
$437K +$21.7K +239 +5%
HIM
229
Hillsdale Investment Management
Ontario, Canada
$435K +$475K +5,230 New
MAM
230
Martingale Asset Management
Massachusetts
$433K +$210K +2,316 +80%
MIA
231
MainStreet Investment Advisors
Illinois
$423K -$1.09K -12 -0.2%
CM
232
Capula Management
Cayman Islands
$421K +$226K +2,496 +97%
MG
233
Marex Group
$417K +$454K +5,008 New
TRCT
234
Tower Research Capital (TRC)
New York
$416K +$340K +3,746 +299%
JFG
235
Jefferies Financial Group
New York
$414K +$452K +4,982 New
NSAM
236
North Star Asset Management
Wisconsin
$404K
DF
237
Donoghue Forlines
Massachusetts
$397K +$57.3K +632 +15%
EAM
238
Eukles Asset Management
Ohio
$393K -$2.99K -33 -0.7%
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$393K -$363 -4 -0.1%
BC
240
Bowman & Company
Wisconsin
$383K +$998 +11 +0.2%
HW
241
Hancock Whitney
Mississippi
$376K -$33.8K -373 -8%
BEAM
242
Baker Ellis Asset Management
Washington
$370K -$48.1K -530 -11%
BFM
243
Boothbay Fund Management
New York
$370K +$403K +4,445 New
OTPPB
244
Ontario Teachers' Pension Plan Board
Ontario, Canada
$368K +$401K +4,419 New
SS
245
Simplicity Solutions
Minnesota
$363K +$4.45K +49 +1%
WPC
246
White Pine Capital
Minnesota
$360K
MM
247
MQS Management
New York
$360K +$393K +4,326 New
BFG
248
Bleakley Financial Group
New Jersey
$358K -$28.6K -315 -7%
Neuberger Berman Group
249
Neuberger Berman Group
New York
$327K -$22.1K -244 -6%
HighTower Advisors
250
HighTower Advisors
Illinois
$325K +$82.5K +909 +30%

OSK Hedge Fund Activity: Q1 2023 in Review

389 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2023, worth a combined $4.92B — down 3.6% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new OSK positions and 43 closed out — a net gain of 11 holders — while 137 added to existing stakes and 134 trimmed.

The largest buyer was Vanguard Group, adding an estimated $56.6M. The largest seller was Fidelity Investments, cutting an estimated $129M.

  • 389 institutional investors held Oshkosh (OSK) as of Q1 2023, up from 382 in Q4 2022.
  • Funds reported $4.92B of Oshkosh stock for Q1 2023, down 3.6% quarter-over-quarter.
  • 54 funds opened new Oshkosh positions in Q1 2023 and 43 closed out, a net change of +11 holders.
  • The largest Oshkosh buyer in Q1 2023 was Vanguard Group, an estimated $56.6M added.
  • The largest Oshkosh seller in Q1 2023 was Fidelity Investments, an estimated $129M sold.

Based on aggregated 13F filings for Q1 2023.