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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
GWS
301
Glassman Wealth Services
Virginia
$76.7K +$181 +2 +0.2%
BWM
302
Baystate Wealth Management
Massachusetts
$60.1K +$3.54K +39 +6%
CTC
303
Central Trust Company
Missouri
$58.6K -$9.07K -100 -12%
QL
304
Quarry LP
New York
$54.7K -$237K -2,612 -80%
ICM
305
Islay Capital Management
Texas
$47.7K
BAM
306
Belpointe Asset Management
Nevada
$42.7K +$24.2K +267 +109%
EWM
307
Endurance Wealth Management
Rhode Island
$42K
CFB
308
Cullen/Frost Bankers
Texas
$41.6K -$7.99K -88 -15%
Nomura Asset Management
309
Nomura Asset Management
Japan
$41.6K
Fuller & Thaler Asset Management
310
Fuller & Thaler Asset Management
California
$41.5K
PPC
311
Park Place Capital
Alabama
$38K -$7.35K -81 -15%
BWA
312
BDO Wealth Advisors
Florida
$37.4K -$726 -8 -2%
AAP
313
Arax Advisory Partners
Colorado
$36.3K +$181 +2 +0.5%
VNA
314
Valley National Advisers
Pennsylvania
$36K +$5.17K +57 +14%
GWM
315
Geneos Wealth Management
Colorado
$32.4K +$4.9K +54 +16%
TFGT
316
TS Financial Group (TSFG)
Illinois
$32K -$27.2K -300 -44%
QC
317
Quent Capital
New York
$31.7K +$11.3K +124 +48%
IA
318
IFP Advisors
Florida
$31.2K -$1.81K -20 -5%
CT
319
Caldwell Trust
Florida
$27.8K
NSIM
320
North Star Investment Management
Illinois
$25K -$18.7K -206 -41%
WP
321
WealthPLAN Partners
Nebraska
$25K +$27.2K +300 New
ST
322
Sageworth Trust
Pennsylvania
$23.5K
JFGIW
323
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.6K
HNB
324
Huntington National Bank
Ohio
$21.2K +$3.72K +41 +19%
STCOSD
325
Sageworth Trust Company of South Dakota
South Dakota
$20.1K

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.