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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
LC
326
Lindbrook Capital
California
$18.7K -$1.18K -13 -5%
AF
327
Advisornet Financial
Minnesota
$18.6K
BTI
328
Blue Trust Inc
Georgia
$18K +$907 +10 +5%
RA
329
Rise Advisors
New York
$16.9K +$91 +1 +0.5%
ASN
330
Advisory Services Network
Georgia
$16.7K +$2.45K +27 +16%
S
331
SignatureFD
Georgia
$16.3K +$4.99K +55 +39%
SWM
332
Spire Wealth Management
Virginia
$16.2K
UB
333
UMB Bank
Missouri
$15.2K +$3.63K +40 +28%
SPIA
334
Steward Partners Investment Advisory
New York
$14.2K +$1.63K +18 +12%
POIA
335
Pin Oak Investment Advisors
Texas
$13K
Point72 Asset Management
336
Point72 Asset Management
Connecticut
$12.8K +$14K +154 New
NA
337
NewEdge Advisors
Louisiana
$12.2K -$23K -254 -63%
TAIM
338
TD Ameritrade Investment Management
Nebraska
$12K -$635 -7 -5%
MWC
339
MBM Wealth Consultants
Missouri
$12K
ST
340
Smithfield Trust
Pennsylvania
$12K
WAS
341
Winch Advisory Services
Wisconsin
$12K +$91 +1 +0.7%
PCM
342
Penserra Capital Management
California
$12K +$3.18K +35 +32%
AA
343
AlphaMark Advisors
Kentucky
$12K +$12.8K +141 New
Loomis, Sayles & Company
344
Loomis, Sayles & Company
Massachusetts
$11K +$11.9K +131 New
BSB
345
Bangor Savings Bank
Maine
$10.2K
FP
346
Financial Perspectives
Minnesota
$9.31K +$91 +1 +0.9%
PTC
347
Private Trust Company
Ohio
$9.15K
FHA
348
First Horizon Advisors
Tennessee
$8.89K -$2.72K -30 -22%
PA
349
PSI Advisors
Florida
$8.86K
PA
350
Parallel Advisors
California
$8.82K -$181 -2 -2%

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.