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370 hedge funds and large institutions have $4.2B invested in Oshkosh in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 146 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $21.1M | Put options by funds: $13.7M

0.62% more ownership

Funds ownership: 90.89%91.51% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 146

9% less funds holding

Funds holding: 407370 (-37)

14% less capital invested

Capital invested by funds: $4.91B → $4.2B (-$708M)

46% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 71

Holders
370
Holders Change
-37
Holders Change %
-9.09%
% of All Funds
6.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
133
Reduced
146
Closed
71
Calls
$21.1M
Puts
$13.7M
Net Calls
+$7.39M
Net Calls Change
-$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
251
Cozad Asset Management
Illinois
$225K -$14.2K -175 -5%
AAS
252
Avantax Advisory Services
Texas
$225K +$1.14K +14 +0.4%
Cetera Investment Advisers
253
Cetera Investment Advisers
Illinois
$224K -$22K -270 -8%
OC
254
Oarsman Capital
Wisconsin
$222K -$750K -9,217 -74%
BC
255
Bridgefront Capital
Texas
$219K -$80.1K -985 -24%
Grantham, Mayo, Van Otterloo & Co (GMO)
256
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$218K +$48.8K +600 +24%
SAM
257
Silvercrest Asset Management
New York
$217K +$5.77K +71 +2%
PFO
258
Pathstone Family Office
New Jersey
$212K +$245K +3,015 New
CG
259
Colony Group
Massachusetts
$211K -$184K -2,259 -43%
BCM
260
BTC Capital Management
Iowa
$211K +$14.6K +180 +6%
HPC
261
HM Payson & Co
Maine
$210K -$15.9K -196 -6%
II
262
Inspire Investing
Idaho
$207K +$29.4K +361 +14%
JG
263
Jefferies Group
New York
$206K +$239K +2,935 New
BFM
264
Boothbay Fund Management
New York
$205K +$237K +2,911 New
OTL
265
Oak Thistle LLC
New York
$205K +$237K +2,911 New
EP
266
Elkhorn Partners
Nebraska
$204K +$236K +2,900 New
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$199K +$53K +652 +30%
WFA
268
Wipfli Financial Advisors
Wisconsin
$198K +$229K +2,814 New
Simplex Trading
269
Simplex Trading
Illinois
$195K +$226K +2,781 New
WIM
270
Wilen Investment Management
Florida
$161K
SWA
271
Sutton Wealth Advisors
Florida
$154K -$163 -2 -0.1%
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$137K +$8.54K +105 +6%
QCG
273
Quadrant Capital Group
Ohio
$107K +$37.7K +464 +44%
TFP
274
Tilia Fiduciary Partners
North Carolina
$105K +$488 +6 +0.4%
IUHSA
275
Itau Unibanco Holding S.A.
Brazil
$85K +$98.4K +1,210 New

OSK Hedge Fund Activity: Q3 2022 in Review

370 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2022, worth a combined $4.2B — down 14% from $4.91B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of OSK and 38 opened new positions — a net loss of 33 holders — while 146 trimmed existing stakes and 133 added.

The largest buyer was Greenhaven Associates, opening a new position worth an estimated $141M. The largest seller was Boston Partners, exiting entirely with an estimated $92M sold.

  • 370 institutional investors held Oshkosh (OSK) as of Q3 2022, down from 407 in Q2 2022.
  • Funds reported $4.2B of Oshkosh stock for Q3 2022, down 14% quarter-over-quarter.
  • 38 funds opened new Oshkosh positions in Q3 2022 and 71 closed out, a net change of -33 holders.
  • The largest Oshkosh buyer in Q3 2022 was Greenhaven Associates, an estimated $141M added.
  • The largest Oshkosh seller in Q3 2022 was Boston Partners, an estimated $92M sold.

Based on aggregated 13F filings for Q3 2022.