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431 hedge funds and large institutions have $5.62B invested in Oshkosh in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 139 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 40

58% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $16.3M

10% more capital invested

Capital invested by funds: $5.09B → $5.62B (+$527M)

10% more funds holding

Funds holding: 392431 (+39)

0.33% less ownership

Funds ownership: 90.27%89.94% (-0.33%)

7% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 150

Holders
431
Holders Change
+39
Holders Change %
+9.95%
% of All Funds
6.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
83
Increased
139
Reduced
150
Closed
40
Calls
$25.8M
Puts
$16.3M
Net Calls
+$9.45M
Net Calls Change
-$5M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
226
Federated Hermes
Pennsylvania
$789K +$31.2K +322 +4%
KWM
227
Kaydan Wealth Management
Michigan
$762K
NHC
228
Nicholas Hoffman & Company
Georgia
$761K -$6.3K -65 -0.8%
X
229
Xponance
Pennsylvania
$748K -$12.8K -132 -2%
SOADOR
230
State of Alaska Department of Revenue
Alaska
$740K -$32.5K -335 -4%
BCM
231
Bayesian Capital Management
New York
$725K +$484K +4,991 +191%
TC
232
Telemus Capital
Michigan
$723K -$20.2K -208 -3%
Wolverine Trading
233
Wolverine Trading
Illinois
$723K +$327K +3,368 +80%
NRD
234
Nebula Research & Development
New York
$718K +$445K +4,593 +157%
Pictet Asset Management
235
Pictet Asset Management
Switzerland
$713K +$724K +7,467 New
SAM
236
Shell Asset Management
Netherlands
$695K -$12.2K -126 -2%
DM
237
Delphi Management
Massachusetts
$687K +$698K +7,195 New
BCI
238
Brinker Capital Investments
Pennsylvania
$683K -$22.3K -230 -3%
OPS
239
Orion Portfolio Solutions
Nebraska
$683K -$22.3K -230 -3%
XT
240
XTX Topco
Cayman Islands
$680K -$319K -3,290 -32%
DT
241
Diversified Trust
Tennessee
$673K +$683K +7,048 New
RCAG
242
Rehmann Capital Advisory Group
Michigan
$654K -$142K -1,463 -18%
TCM
243
Tributary Capital Management
Nebraska
$651K +$130K +1,336 +24%
BC
244
Bridgefront Capital
Texas
$646K +$13.2K +136 +2%
Deutsche Bank
245
Deutsche Bank
Germany
$635K -$2.17M -22,407 -77%
AWM
246
AE Wealth Management
Kansas
$627K -$123K -1,271 -16%
ONGA
247
O'Neil Global Advisors
California
$615K +$625K +6,448 New
SAM
248
Steinberg Asset Management
New York
$613K
SWA
249
SOA Wealth Advisors
New York
$612K -$4.56K -47 -0.7%
US Bancorp
250
US Bancorp
Minnesota
$606K -$62.5K -645 -9%

OSK Hedge Fund Activity: Q3 2023 in Review

431 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2023, worth a combined $5.62B — up 10% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new OSK positions and 40 closed out — a net gain of 43 holders — while 139 added to existing stakes and 150 trimmed.

The largest buyer was BlackRock, adding an estimated $169M. The largest seller was Victory Capital Management, cutting an estimated $247M.

  • 431 institutional investors held Oshkosh (OSK) as of Q3 2023, up from 392 in Q2 2023.
  • Funds reported $5.62B of Oshkosh stock for Q3 2023, up 10% quarter-over-quarter.
  • 83 funds opened new Oshkosh positions in Q3 2023 and 40 closed out, a net change of +43 holders.
  • The largest Oshkosh buyer in Q3 2023 was BlackRock, an estimated $169M added.
  • The largest Oshkosh seller in Q3 2023 was Victory Capital Management, an estimated $247M sold.

Based on aggregated 13F filings for Q3 2023.