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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
SBH
276
Segall Bryant & Hamill
Illinois
$232K
Mercer Global Advisors
277
Mercer Global Advisors
Colorado
$228K -$75.9K -836 -23%
NP
278
NorthRock Partners
Minnesota
$227K -$2.36K -26 -0.9%
KFS
279
Kaizen Financial Strategies
California
$220K -$4.54K -50 -2%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$213K -$3.9K -43 -2%
PFO
281
Pathstone Family Office
New Jersey
$210K -$325K -3,578 -59%
CAM
282
Cozad Asset Management
Illinois
$208K
MML Investors Services
283
MML Investors Services
Massachusetts
$205K -$82.4K -908 -27%
AAS
284
Ameritas Advisory Services
Nebraska
$204K -$185K -2,035 -45%
IUHSA
285
Itau Unibanco Holding S.A.
Brazil
$199K +$217K +2,389 New
HPC
286
HM Payson & Co
Maine
$189K
SOW
287
State of Wyoming
Wyoming
$186K +$203K +2,234 New
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$167K +$10.7K +118 +6%
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$154K +$76.1K +839 +83%
QCG
290
Quadrant Capital Group
Ohio
$130K +$4.26K +47 +3%
IAIM
291
Industrial Alliance Investment Management
Quebec, Canada
$128K +$139K +1,534 New
Acadian Asset Management
292
Acadian Asset Management
Massachusetts
$117K +$128K +1,415 New
BCA
293
Bray Capital Advisors
Florida
$99.8K
EBA
294
Eagle Bay Advisors
New York
$98.1K +$4.72K +52 +5%
IGWM
295
ICA Group Wealth Management
Colorado
$95.8K
TFP
296
Tilia Fiduciary Partners
North Carolina
$89.4K -$29.2K -322 -23%
MCM
297
Manchester Capital Management
Vermont
$89K +$20.6K +227 +27%
BF
298
BOK Financial
Oklahoma
$86.8K +$94.7K +1,044 New
CI Investments Inc
299
CI Investments Inc
Ontario, Canada
$85K +$635 +7 +0.7%
WT
300
Washington Trust
Rhode Island
$84.2K

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.