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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
Cetera Investment Advisers
301
Cetera Investment Advisers
Illinois
$303K -$50.9K -525 -14%
CCM
302
Coldstream Capital Management
Washington
$297K -$679 -7 -0.2%
RFA
303
Register Financial Advisors
Georgia
$291K -$9.11K -94 -3%
SCM
304
Shelton Capital Management
Colorado
$290K -$17K -175 -5%
NP
305
NorthRock Partners
Minnesota
$285K +$2.81K +29 +1%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$283K -$141K -1,457 -33%
HPC
307
HM Payson & Co
Maine
$283K
VA
308
Vident Advisory
Georgia
$281K +$285K +2,942 New
TRCT
309
Tower Research Capital (TRC)
New York
$273K -$143K -1,480 -34%
AAS
310
Ameritas Advisory Services
Nebraska
$266K +$11.1K +115 +4%
NC
311
NinePointTwo Capital
California
$262K +$266K +2,748 New
FHA
312
First Horizon Advisors
Tennessee
$260K
ABC
313
Associated Banc-Corp
Wisconsin
$259K -$26.7K -275 -9%
GCP
314
GSA Capital Partners
United Kingdom
$257K -$300K -3,094 -53%
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$249K -$730K -7,533 -74%
NSAM
316
North Star Asset Management
Wisconsin
$243K -$21.8K -225 -8%
CWS
317
Confluence Wealth Services
Pennsylvania
$236K +$240K +2,471 New
HIIFS
318
Harel Insurance Investments & Financial Services
Israel
$233K +$235K +2,427 New
Capstone Investment Advisors
319
Capstone Investment Advisors
New York
$233K +$237K +2,440 New
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$218K +$35.1K +362 +19%
MML Investors Services
321
MML Investors Services
Massachusetts
$217K -$11K -113 -5%
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$214K -$36.5K -377 -14%
GS
323
GTS Securities
New York
$213K +$217K +2,235 New
BFS
324
Bradley Foster & Sargent
Connecticut
$210K
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$209K -$27.2K -281 -11%

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.