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382 hedge funds and large institutions have $5.11B invested in Oshkosh in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 40

22% more capital invested

Capital invested by funds: $4.2B → $5.11B (+$907M)

3% more funds holding

Funds holding: 370382 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.74% less ownership

Funds ownership: 91.51%90.77% (-0.74%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

9% less call options, than puts

Call options by funds: $8.88M | Put options by funds: $9.72M

Holders
382
Holders Change
+12
Holders Change %
+3.24%
% of All Funds
6.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
64
Increased
127
Reduced
130
Closed
40
Calls
$8.88M
Puts
$9.72M
Net Calls
-$838K
Net Calls Change
-$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
301
Islay Capital Management
Texas
$50.5K
PPC
302
Park Place Capital
Alabama
$47K +$46.2K +538 New
NSIM
303
North Star Investment Management
Illinois
$44.6K
Nomura Asset Management
304
Nomura Asset Management
Japan
$44.1K
Fuller & Thaler Asset Management
305
Fuller & Thaler Asset Management
California
$44K -$23.6K -275 -36%
EWM
306
Endurance Wealth Management
Rhode Island
$44K
BWA
307
BDO Wealth Advisors
Florida
$40.4K
AAP
308
Arax Advisory Partners
Colorado
$38.3K +$27.5K +321 +284%
VNA
309
Valley National Advisers
Pennsylvania
$37K
IA
310
IFP Advisors
Florida
$33K -$11.2K -131 -23%
GWM
311
Geneos Wealth Management
Colorado
$29.6K
CT
312
Caldwell Trust
Florida
$29.5K -$25.7K -300 -47%
MCC
313
Money Concepts Capital
Florida
$28.3K +$25.7K +299 +1,359%
RBC
314
Romano Brothers & Co
Illinois
$26.5K +$25.7K +300 New
ST
315
Sageworth Trust
Pennsylvania
$25K
DMKJ
316
David M. Knott Jr
$23K
JFGIW
317
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.9K
QC
318
Quent Capital
New York
$22.7K
NA
319
NewEdge Advisors
Louisiana
$22.4K +$34.4K +401 New
BAM
320
Belpointe Asset Management
Nevada
$21.7K +$21.1K +246 New
STCOSD
321
Sageworth Trust Company of South Dakota
South Dakota
$21K
LC
322
Lindbrook Capital
California
$21K +$18.7K +218 +1,090%
AF
323
Advisornet Financial
Minnesota
$19.8K
HNB
324
Huntington National Bank
Ohio
$18.9K -$2.49K -29 -12%
EP
325
Elkhorn Partners
Nebraska
$18K -$232K -2,700 -93%

OSK Hedge Fund Activity: Q4 2022 in Review

382 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2022, worth a combined $5.11B — up 22% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new OSK positions and 40 closed out — a net gain of 24 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was American Century Companies, adding an estimated $61.9M. The largest seller was Citadel Advisors, cutting an estimated $44M.

  • 382 institutional investors held Oshkosh (OSK) as of Q4 2022, up from 370 in Q3 2022.
  • Funds reported $5.11B of Oshkosh stock for Q4 2022, up 22% quarter-over-quarter.
  • 64 funds opened new Oshkosh positions in Q4 2022 and 40 closed out, a net change of +24 holders.
  • The largest Oshkosh buyer in Q4 2022 was American Century Companies, an estimated $61.9M added.
  • The largest Oshkosh seller in Q4 2022 was Citadel Advisors, an estimated $44M sold.

Based on aggregated 13F filings for Q4 2022.