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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
SBH
276
Segall Bryant & Hamill
Illinois
$242K – – –
GT
277
Glenmede Trust
Pennsylvania
$242K – – –
AAS
278
Ameritas Advisory Services
Nebraska
$241K +$23.7K +301 +12%
NSAM
279
North Star Asset Management
Wisconsin
$240K -$164K -2,088 -43%
BTWM
280
Baker Tilly Wealth Management
Wisconsin
$240K -$21.7K -275 -9%
FHA
281
First Horizon Advisors
Tennessee
$236K +$206K +2,615 +2,467%
CAM
282
Cresset Asset Management
Illinois
$233K +$212K +2,693 New
VIA
283
Vident Investment Advisory
Georgia
$227K +$207K +2,629 New
Mercer Global Advisors
284
Mercer Global Advisors
Colorado
$227K -$9.37K -119 -4%
BCM
285
Bayesian Capital Management
New York
$226K +$205K +2,609 New
OTL
286
Oak Thistle LLC
New York
$217K -$40.1K -509 -17%
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$214K -$6.85K -87 -3%
Susquehanna International Group
288
Susquehanna International Group
Pennsylvania
$211K -$1.11M -14,033 -85%
BFS
289
Bradley Foster & Sargent
Connecticut
$210K +$191K +2,425 New
MML Investors Services
290
MML Investors Services
Massachusetts
$206K -$6.14K -78 -3%
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$167K -$6.46K -82 -4%
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$165K +$3.94K +50 +3%
QCG
293
Quadrant Capital Group
Ohio
$136K +$709 +9 +0.6%
SOW
294
State of Wyoming
Wyoming
$123K -$63.8K -810 -36%
BCA
295
Bray Capital Advisors
Florida
$104K – – –
PCM
296
Penserra Capital Management
California
$100K +$80.1K +1,017 +701%
CI Investments Inc
297
CI Investments Inc
Ontario, Canada
$95K +$6.3K +80 +8%
MCM
298
Manchester Capital Management
Vermont
$92.3K -$315 -4 -0.4%
WT
299
Washington Trust
Rhode Island
$88.3K +$630 +8 +0.8%
BF
300
BOK Financial
Oklahoma
$86.6K -$3.47K -44 -4%
10 11
12
13 14

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.