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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
OC
276
Oarsman Capital
Wisconsin
$217K -$60.3K -703 -22%
FRM
277
Fox Run Management
Connecticut
$215K -$109K -1,265 -34%
BFS
278
Bradley Foster & Sargent
Connecticut
$212K +$206K +2,400 New
PAS
279
Park Avenue Securities
New York
$204K +$198K +2,311 New
HPC
280
HM Payson & Co
Maine
$201K -$61.3K -714 -24%
SWA
281
Sutton Wealth Advisors
Florida
$193K +$86 +1 +0%
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$167K -$5.58K -65 -3%
Balyasny Asset Management
283
Balyasny Asset Management
Illinois
$164K +$159K +1,854 New
QCG
284
Quadrant Capital Group
Ohio
$133K -$687 -8 -0.5%
Dimensional Fund Advisors
285
Dimensional Fund Advisors
Texas
$126K +$484K +5,640 +0.4%
TFP
286
Tilia Fiduciary Partners
North Carolina
$123K +$429 +5 +0.4%
TRCT
287
Tower Research Capital (TRC)
New York
$111K -$478K -5,568 -82%
BCA
288
Bray Capital Advisors
Florida
$106K
IGWM
289
ICA Group Wealth Management
Colorado
$102K -$302K -3,525 -75%
EBA
290
Eagle Bay Advisors
New York
$99.4K +$80.8K +942 +509%
WT
291
Washington Trust
Rhode Island
$89.2K -$86 -1 -0.1%
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$89.2K -$3.52K -41 -4%
CI Investments Inc
293
CI Investments Inc
Ontario, Canada
$89K +$4.46K +52 +5%
GWS
294
Glassman Wealth Services
Virginia
$81.1K -$1.46K -17 -2%
MCM
295
Manchester Capital Management
Vermont
$74.3K +$3.17K +37 +5%
CTC
296
Central Trust Company
Missouri
$71K
TFS
297
TrustCore Financial Services
Tennessee
$70.6K
TFGT
298
TS Financial Group (TSFG)
Illinois
$60K
BWM
299
Baystate Wealth Management
Massachusetts
$60K +$3.09K +36 +6%
CFB
300
Cullen/Frost Bankers
Texas
$51.9K

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.