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382 hedge funds and large institutions have $5.11B invested in Oshkosh in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 40

22% more capital invested

Capital invested by funds: $4.2B → $5.11B (+$907M)

3% more funds holding

Funds holding: 370382 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.74% less ownership

Funds ownership: 91.51%90.77% (-0.74%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

9% less call options, than puts

Call options by funds: $8.88M | Put options by funds: $9.72M

Holders
382
Holders Change
+12
Holders Change %
+3.24%
% of All Funds
6.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
64
Increased
127
Reduced
130
Closed
40
Calls
$8.88M
Puts
$9.72M
Net Calls
-$838K
Net Calls Change
-$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
251
MML Investors Services
Massachusetts
$297K +$289K +3,369 New
SCM
252
Shelton Capital Management
Colorado
$293K -$11.6K -135 -4%
QL
253
Quarry LP
New York
$288K +$281K +3,270 New
AAS
254
Avantax Advisory Services
Texas
$284K +$1.03K +12 +0.4%
CCM
255
Coldstream Capital Management
Washington
$278K +$270K +3,149 New
RFA
256
Register Financial Advisors
Georgia
$276K +$269K +3,133 New
BC
257
Bridgefront Capital
Texas
$273K -$1.72K -20 -0.6%
HighTower Advisors
258
HighTower Advisors
Illinois
$270K -$89.4K -1,042 -26%
MIM
259
MTM Investment Management
South Carolina
$270K -$24.7K -288 -9%
BTWM
260
Baker Tilly Wealth Management
Wisconsin
$259K +$252K +2,937 New
JF
261
Jump Financial
Illinois
$257K -$1M -11,670 -80%
GT
262
Glenmede Trust
Pennsylvania
$257K -$47.1K -549 -16%
KFS
263
Kaizen Financial Strategies
California
$256K +$232K +2,700 New
MAM
264
Martingale Asset Management
Massachusetts
$254K +$248K +2,885 New
SBH
265
Segall Bryant & Hamill
Illinois
$246K +$240K +2,800 New
NP
266
NorthRock Partners
Minnesota
$243K +$237K +2,759 New
PA
267
Profund Advisors
Maryland
$239K +$233K +2,713 New
VanEck Associates
268
VanEck Associates
New York
$237K +$231K +2,690 New
II
269
Inspire Investing
Idaho
$237K -$22.5K -262 -9%
SAM
270
Silvercrest Asset Management
New York
$236K -$35.5K -414 -13%
BCM
271
BTC Capital Management
Iowa
$230K -$35.5K -414 -14%
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$229K -$18.8K -219 -8%
CM
273
Capula Management
Cayman Islands
$226K +$220K +2,564 New
CAM
274
Cozad Asset Management
Illinois
$220K -$60.1K -700 -22%
IB
275
Intrust Bank
Kansas
$217K +$212K +2,465 New

OSK Hedge Fund Activity: Q4 2022 in Review

382 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2022, worth a combined $5.11B — up 22% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new OSK positions and 40 closed out — a net gain of 24 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was American Century Companies, adding an estimated $61.9M. The largest seller was Citadel Advisors, cutting an estimated $44M.

  • 382 institutional investors held Oshkosh (OSK) as of Q4 2022, up from 370 in Q3 2022.
  • Funds reported $5.11B of Oshkosh stock for Q4 2022, up 22% quarter-over-quarter.
  • 64 funds opened new Oshkosh positions in Q4 2022 and 40 closed out, a net change of +24 holders.
  • The largest Oshkosh buyer in Q4 2022 was American Century Companies, an estimated $61.9M added.
  • The largest Oshkosh seller in Q4 2022 was Citadel Advisors, an estimated $44M sold.

Based on aggregated 13F filings for Q4 2022.