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431 hedge funds and large institutions have $5.62B invested in Oshkosh in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 139 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 40

58% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $16.3M

10% more capital invested

Capital invested by funds: $5.09B → $5.62B (+$527M)

10% more funds holding

Funds holding: 392431 (+39)

0.33% less ownership

Funds ownership: 90.27%89.94% (-0.33%)

7% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 150

Holders
431
Holders Change
+39
Holders Change %
+9.95%
% of All Funds
6.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
83
Increased
139
Reduced
150
Closed
40
Calls
$25.8M
Puts
$16.3M
Net Calls
+$9.45M
Net Calls Change
-$5M
Name Holding Trade Value Shares
Change
Change in
Stake
BHCM
276
Brevan Howard Capital Management
Jersey
$452K +$459K +4,739 New
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$436K -$2.23K -23 -0.5%
Mackenzie Financial
278
Mackenzie Financial
Ontario, Canada
$434K +$67.5K +696 +18%
NS
279
NBC Securities
Alabama
$433K +$441K +4,544 New
CI Investments Inc
280
CI Investments Inc
Ontario, Canada
$406K +$306K +3,154 +287%
WPC
281
White Pine Capital
Minnesota
$403K
Simplex Trading
282
Simplex Trading
Illinois
$399K +$6.69K +69 +2%
MSWM
283
McGlone Suttner Wealth Management
Wisconsin
$391K -$118K -1,217 -23%
AFG
284
ABLE Financial Group
Arizona
$387K +$393K +4,051 New
Neuberger Berman Group
285
Neuberger Berman Group
New York
$379K -$485 -5 -0.1%
FRM
286
Fox Run Management
Connecticut
$378K +$384K +3,966 New
BC
287
Burney Company
Virginia
$371K +$377K +3,885 New
AUB
288
Atlantic Union Bankshares
Virginia
$363K
LSA
289
Leonteq Securities AG
Switzerland
$361K -$367K -3,790 -50%
AAS
290
Avantax Advisory Services
Texas
$360K +$29.9K +308 +9%
HW
291
Hancock Whitney
Mississippi
$353K -$79.6K -821 -18%
C
292
Covestor
United Kingdom
$345K -$3.88K -40 -1%
BC
293
Bowman & Company
Wisconsin
$342K +$969 +10 +0.3%
ProShare Advisors
294
ProShare Advisors
Maryland
$336K -$28K -289 -8%
CWM
295
Cornerstone Wealth Management
Missouri
$330K +$3.49K +36 +1%
DBRC
296
D.B. Root & Company
Pennsylvania
$313K -$268K -2,768 -46%
TI
297
Tidal Investments
Wisconsin
$311K +$316K +3,264 New
AIA
298
Angeles Investment Advisors
California
$311K +$316K +3,260 New
CGH
299
Crossmark Global Holdings
Texas
$306K -$11.1K -114 -3%
Bessemer Group
300
Bessemer Group
New Jersey
$306K

OSK Hedge Fund Activity: Q3 2023 in Review

431 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2023, worth a combined $5.62B — up 10% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new OSK positions and 40 closed out — a net gain of 43 holders — while 139 added to existing stakes and 150 trimmed.

The largest buyer was BlackRock, adding an estimated $169M. The largest seller was Victory Capital Management, cutting an estimated $247M.

  • 431 institutional investors held Oshkosh (OSK) as of Q3 2023, up from 392 in Q2 2023.
  • Funds reported $5.62B of Oshkosh stock for Q3 2023, up 10% quarter-over-quarter.
  • 83 funds opened new Oshkosh positions in Q3 2023 and 40 closed out, a net change of +43 holders.
  • The largest Oshkosh buyer in Q3 2023 was BlackRock, an estimated $169M added.
  • The largest Oshkosh seller in Q3 2023 was Victory Capital Management, an estimated $247M sold.

Based on aggregated 13F filings for Q3 2023.