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Oshkosh
OSK

392 hedge funds and large institutions have $5.09B invested in Oshkosh in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 137 increasing their positions, 155 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $25.9M | Put options by funds: $11.5M

10% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 48

3% more capital invested

Capital invested by funds: $4.92B → $5.09B (+$165M)

1% more funds holding

Funds holding: 389 → 392 (+3)

0.19% less ownership

Funds ownership: 90.46% → 90.27% (-0.19%)

12% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 155

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
392
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
6.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
137
Reduced
155
Closed
48
Calls
$25.9M
Puts
$11.5M
Net Calls
+$14.4M
Net Calls Change
+$11.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$36.8M
2
GA
Greenhaven Associates
New York
+$31.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$29.7M
4
Millennium Management
Millennium Management
New York
+$26.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$16.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$209M
2
Victory Capital Management
Victory Capital Management
Texas
-$32.2M
3
PAM
Panagora Asset Management
Massachusetts
-$28.8M
4
Morgan Stanley
Morgan Stanley
New York
-$12M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$9.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
251
Simplex Trading
Illinois
$356K +$324K +4,118 New
Neuberger Berman Group
252
Neuberger Berman Group
New York
$345K +$3.86K +49 +1%
Mackenzie Financial
253
Mackenzie Financial
Ontario, Canada
$343K +$44.8K +569 +17%
ProShare Advisors
254
ProShare Advisors
Maryland
$330K -$5.99K -76 -2%
AUB
255
Atlantic Union Bankshares
Virginia
$329K – – –
CC
256
Centiva Capital
New York
$329K +$299K +3,794 New
Cetera Investment Advisers
257
Cetera Investment Advisers
Illinois
$321K -$13.6K -173 -4%
CCIA
258
Campbell & Co Investment Adviser
Maryland
$316K +$288K +3,651 New
C
259
Covestor
United Kingdom
$316K +$57.8K +734 +25%
BC
260
Bowman & Company
Wisconsin
$309K -$81.6K -1,036 -22%
CGH
261
Crossmark Global Holdings
Texas
$303K -$20.9K -265 -7%
AAS
262
Avantax Advisory Services
Texas
$300K +$10.4K +132 +4%
CWM
263
Cornerstone Wealth Management
Missouri
$297K +$394 +5 +0.1%
MM
264
MQS Management
New York
$294K -$73.6K -935 -22%
PFO
265
Pathstone Family Office
New Jersey
$280K +$68.4K +868 +35%
SCM
266
Shelton Capital Management
Colorado
$278K -$8.19K -104 -3%
Bessemer Group
267
Bessemer Group
New Jersey
$277K +$248K +3,153 +6,306%
RFA
268
Register Financial Advisors
Georgia
$273K +$8.51K +108 +4%
CCM
269
Coldstream Capital Management
Washington
$270K +$11K +140 +5%
ABC
270
Associated Banc-Corp
Wisconsin
$259K -$48K -610 -17%
Cerity Partners
271
Cerity Partners
New York
$258K -$40.3K -512 -15%
NP
272
NorthRock Partners
Minnesota
$256K +$18K +228 +8%
HPC
273
HM Payson & Co
Maine
$256K +$53.8K +683 +30%
NRD
274
Nebula Research & Development
New York
$253K +$230K +2,926 New
JFG
275
Jefferies Financial Group
New York
$248K -$167K -2,122 -43%
9 10
11
12 13

OSK Hedge Fund Activity: Q2 2023 in Review

392 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2023, worth a combined $5.09B — up 3.4% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new OSK positions and 48 closed out — a net gain of 5 holders — while 137 added to existing stakes and 155 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $36.8M. The largest seller was Fidelity Investments, cutting an estimated $209M.

  • 392 institutional investors held Oshkosh (OSK) as of Q2 2023, up from 389 in Q1 2023.
  • Funds reported $5.09B of Oshkosh stock for Q2 2023, up 3.4% quarter-over-quarter.
  • 53 funds opened new Oshkosh positions in Q2 2023 and 48 closed out, a net change of +5 holders.
  • The largest Oshkosh buyer in Q2 2023 was AllianceBernstein, an estimated $36.8M added.
  • The largest Oshkosh seller in Q2 2023 was Fidelity Investments, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2023.