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370 hedge funds and large institutions have $4.2B invested in Oshkosh in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 146 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $21.1M | Put options by funds: $13.7M

0.62% more ownership

Funds ownership: 90.89%91.51% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 146

9% less funds holding

Funds holding: 407370 (-37)

14% less capital invested

Capital invested by funds: $4.91B → $4.2B (-$708M)

46% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 71

Holders
370
Holders Change
-37
Holders Change %
-9.09%
% of All Funds
6.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
133
Reduced
146
Closed
71
Calls
$21.1M
Puts
$13.7M
Net Calls
+$7.39M
Net Calls Change
-$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NCA
301
New Century Advisors
Maryland
$25K +$16.5K +203 +137%
JFGIW
302
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K -$109K -1,344 -84%
GWM
303
Geneos Wealth Management
Colorado
$23K -$107K -1,321 -80%
KFAA
304
Klaas Financial Asset Advisors
Illinois
$21K +$24.4K +300 New
ST
305
Sageworth Trust
Pennsylvania
$20K
QC
306
Quent Capital
New York
$18K -$895 -11 -4%
DMKJ
307
David M. Knott Jr
$18K
APA
308
American Portfolios Advisors
New York
$17.5K
STCOSD
309
Sageworth Trust Company of South Dakota
South Dakota
$17K -$14K -172 -42%
HNB
310
Huntington National Bank
Ohio
$17K
AF
311
Advisornet Financial
Minnesota
$16K
SWM
312
Spire Wealth Management
Virginia
$14K
RA
313
Rise Advisors
New York
$14K +$81 +1 +0.5%
EBA
314
Eagle Bay Advisors
New York
$13K -$40.4K -497 -73%
AA
315
AlphaMark Advisors
Kentucky
$12K
BTI
316
Blue Trust Inc
Georgia
$12K +$6.75K +83 +130%
POIA
317
Pin Oak Investment Advisors
Texas
$11K
ST
318
Smithfield Trust
Pennsylvania
$11K
SPIA
319
Steward Partners Investment Advisory
New York
$11K
MWC
320
MBM Wealth Consultants
Missouri
$11K +$12.2K +150 New
RTC
321
Riverview Trust Company
Washington
$11K +$12.7K +156 New
HFS
322
Hantz Financial Services
Michigan
$11K +$12.8K +157 New
UB
323
UMB Bank
Missouri
$10K -$976 -12 -8%
FHA
324
First Horizon Advisors
Tennessee
$10K -$244 -3 -2%
WAS
325
Winch Advisory Services
Wisconsin
$10K +$8.29K +102 +227%

OSK Hedge Fund Activity: Q3 2022 in Review

370 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2022, worth a combined $4.2B — down 14% from $4.91B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of OSK and 38 opened new positions — a net loss of 33 holders — while 146 trimmed existing stakes and 133 added.

The largest buyer was Greenhaven Associates, opening a new position worth an estimated $141M. The largest seller was Boston Partners, exiting entirely with an estimated $92M sold.

  • 370 institutional investors held Oshkosh (OSK) as of Q3 2022, down from 407 in Q2 2022.
  • Funds reported $4.2B of Oshkosh stock for Q3 2022, down 14% quarter-over-quarter.
  • 38 funds opened new Oshkosh positions in Q3 2022 and 71 closed out, a net change of -33 holders.
  • The largest Oshkosh buyer in Q3 2022 was Greenhaven Associates, an estimated $141M added.
  • The largest Oshkosh seller in Q3 2022 was Boston Partners, an estimated $92M sold.

Based on aggregated 13F filings for Q3 2022.