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Oshkosh
OSK

Overview Fund Activity

386 hedge funds and large institutions have $4.92B invested in Oshkosh in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+6
Holders Change %
+1.58%
% of All Funds
6.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
53
Increased
136
Reduced
134
Closed
43
Calls
$12.7M
Puts
$10.1M
Net Calls
+$2.6M
Net Calls Change
+$3.44M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$574M
2
Invesco
2
Invesco
Georgia
$77.1M
3
BlackRock
3
BlackRock
New York
$502M
4
GA
4
Greenhaven Associates
New York
$163M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$60.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$370M
2
Victory Capital Management
2
Victory Capital Management
Texas
$247M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$787K
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$5.65M
5
Deutsche Bank
5
Deutsche Bank
Germany
$3.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
276
NorthRock Partners
Minnesota
$227K -$2.16K -26 -0.9%
KFS
277
Kaizen Financial Strategies
California
$220K -$4.16K -50 -2%
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$213K -$3.58K -43 -2%
PFO
279
Pathstone Family Office
New Jersey
$210K -$302K -3,578 -59%
CAM
280
Cozad Asset Management
Illinois
$208K – – –
MML Investors Services
281
MML Investors Services
Massachusetts
$205K -$75.6K -908 -27%
AAS
282
Ameritas Advisory Services
Nebraska
$204K -$169K -2,035 -45%
IUHSA
283
Itau Unibanco Holding S.A.
Brazil
$199K +$199K +2,389 New
HPC
284
HM Payson & Co
Maine
$189K – – –
SOW
285
State of Wyoming
Wyoming
$186K +$186K +2,234 New
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$167K +$9.82K +118 +6%
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$154K +$69.8K +839 +83%
QCG
288
Quadrant Capital Group
Ohio
$130K +$3.91K +47 +3%
IAIM
289
Industrial Alliance Investment Management
Quebec, Canada
$128K +$128K +1,534 New
Acadian Asset Management
290
Acadian Asset Management
Massachusetts
$117K +$117K +1,415 New
BCA
291
Bray Capital Advisors
Florida
$99.8K – – –
EBA
292
Eagle Bay Advisors
New York
$98.1K +$4.33K +52 +5%
IGWM
293
ICA Group Wealth Management
Colorado
$95.8K – – –
TFP
294
Tilia Fiduciary Partners
North Carolina
$89.4K -$26.8K -322 -23%
MCM
295
Manchester Capital Management
Vermont
$89K +$18.9K +227 +27%
BF
296
BOK Financial
Oklahoma
$86.8K +$86.8K +1,044 New
CI Investments Inc
297
CI Investments Inc
Ontario, Canada
$85K +$583 +7 +0.7%
WT
298
Washington Trust
Rhode Island
$84.2K – – –
GWS
299
Glassman Wealth Services
Virginia
$76.7K +$166 +2 +0.2%
BWM
300
Baystate Wealth Management
Massachusetts
$60.1K +$3.25K +39 +6%
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12
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