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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
ProShare Advisors
251
ProShare Advisors
Maryland
$324K -$33.4K -368 -9%
Cetera Investment Advisers
252
Cetera Investment Advisers
Illinois
$323K -$31.9K -352 -8%
AUB
253
Atlantic Union Bankshares
Virginia
$316K
AC
254
AXQ Capital
New Jersey
$316K +$345K +3,800 New
CGH
255
Crossmark Global Holdings
Texas
$300K +$16.5K +182 +5%
ABC
256
Associated Banc-Corp
Wisconsin
$299K
SPA
257
Sherbrooke Park Advisers
New York
$299K +$327K +3,600 New
VRS
258
Virginia Retirement Systems
Virginia
$291K -$36.3K -400 -10%
Cerity Partners
259
Cerity Partners
New York
$291K +$317K +3,494 New
CWM
260
Cornerstone Wealth Management
Missouri
$284K +$310K +3,420 New
Mackenzie Financial
261
Mackenzie Financial
Ontario, Canada
$279K +$305K +3,360 New
WG
262
Winton Group
United Kingdom
$278K -$777K -8,560 -72%
AAS
263
Avantax Advisory Services
Texas
$277K +$10.3K +114 +4%
SCM
264
Shelton Capital Management
Colorado
$276K
Wolverine Trading
265
Wolverine Trading
Illinois
$275K -$120K -1,326 -28%
II
266
Inspire Investing
Idaho
$274K +$55.2K +608 +23%
NC
267
NinePointTwo Capital
California
$264K +$289K +3,180 New
P
268
Pitcairn
Pennsylvania
$257K -$115K -1,264 -29%
MIM
269
MTM Investment Management
South Carolina
$256K +$1.72K +19 +0.6%
BTWM
270
Baker Tilly Wealth Management
Wisconsin
$253K +$9.62K +106 +4%
RFA
271
Register Financial Advisors
Georgia
$253K -$8.53K -94 -3%
OTL
272
Oak Thistle LLC
New York
$251K +$274K +3,018 New
CCM
273
Coldstream Capital Management
Washington
$248K -$15.1K -166 -5%
C
274
Covestor
United Kingdom
$243K -$107K -1,175 -29%
GT
275
Glenmede Trust
Pennsylvania
$242K -$635 -7 -0.2%

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.