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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
GWS
301
Glassman Wealth Services
Virginia
$79.3K -$473 -6 -0.7%
WT
302
Whittier Trust
California
$75.7K -$1.42M -18,000 -95%
Walleye Trading
303
Walleye Trading
New York
$73.6K +$66.9K +850 New
EBA
304
Eagle Bay Advisors
New York
$68.1K -$31K -393 -33%
CTC
305
Central Trust Company
Missouri
$61K – – –
AP
306
Arlington Partners
Alabama
$59.2K +$53.9K +684 New
Nomura Asset Management
307
Nomura Asset Management
Japan
$58K +$13.4K +170 +34%
ICM
308
Islay Capital Management
Texas
$49.6K – – –
VNA
309
Valley National Advisers
Pennsylvania
$49K +$7.72K +98 +21%
CAS
310
Coppell Advisory Solutions
Texas
$47.6K +$44.3K +562 New
Kayne Anderson Rudnick Investment Management
311
Kayne Anderson Rudnick Investment Management
California
$44.5K -$9.77M -124,070 -100%
CFB
312
Cullen/Frost Bankers
Texas
$43.3K – – –
EWM
313
Endurance Wealth Management
Rhode Island
$43K – – –
BWA
314
BDO Wealth Advisors
Florida
$42K +$2.76K +35 +8%
BWM
315
Baystate Wealth Management
Massachusetts
$41.7K -$19K -241 -33%
PPC
316
Park Place Capital
Alabama
$39.6K – – –
AAP
317
Arax Advisory Partners
Colorado
$37.9K +$158 +2 +0.5%
IA
318
IFP Advisors
Florida
$37.3K +$630 +8 +2%
GWM
319
Geneos Wealth Management
Colorado
$33.8K – – –
QC
320
Quent Capital
New York
$33K – – –
S
321
SignatureFD
Georgia
$31.7K +$13.4K +170 +87%
TFGT
322
TS Financial Group (TSFG)
Illinois
$31K -$1.97K -25 -7%
CT
323
Caldwell Trust
Florida
$28.9K – – –
SPIA
324
Steward Partners Investment Advisory
New York
$26.3K +$10.5K +133 +78%
NSIM
325
North Star Investment Management
Illinois
$26K – – –
11 12
13
14 15

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.