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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
RA
326
Rise Advisors
New York
$17.9K +$86 +1 +0.5%
SWM
327
Spire Wealth Management
Virginia
$17K
ASN
328
Advisory Services Network
Georgia
$15.3K +$14.9K +174 New
ST
329
Smithfield Trust
Pennsylvania
$14K
BTI
330
Blue Trust Inc
Georgia
$14K +$3.6K +42 +29%
TAIM
331
TD Ameritrade Investment Management
Nebraska
$14K +$13.3K +155 New
SPIA
332
Steward Partners Investment Advisory
New York
$13.5K
MWC
333
MBM Wealth Consultants
Missouri
$13K
POIA
334
Pin Oak Investment Advisors
Texas
$13K
WAS
335
Winch Advisory Services
Wisconsin
$13K +$86 +1 +0.7%
Jones Financial Companies
336
Jones Financial Companies
Missouri
$13K +$8.07K +94 +196%
S
337
SignatureFD
Georgia
$12.4K +$7.89K +92 +188%
FHA
338
First Horizon Advisors
Tennessee
$12.1K -$772 -9 -6%
UB
339
UMB Bank
Missouri
$12K
BSB
340
Bangor Savings Bank
Maine
$11K
PTC
341
Private Trust Company
Ohio
$10K +$3.78K +44 +67%
FP
342
Financial Perspectives
Minnesota
$9.83K
PA
343
Parallel Advisors
California
$9.53K -$39K -454 -81%
PA
344
PSI Advisors
Florida
$9.35K
PCM
345
Penserra Capital Management
California
$9K -$343 -4 -4%
DJSG
346
D.J. St. Germain
Massachusetts
$8.82K +$8.58K +100 New
GEA
347
Glen Eagle Advisors
New Jersey
$5.38K
JWA
348
JFS Wealth Advisors
Pennsylvania
$5.03K -$86 -1 -2%
BWM
349
BerganKDV Wealth Management
Minnesota
$4.64K
GRP
350
Global Retirement Partners
California
$4.5K -$429 -5 -9%

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.