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Oshkosh
OSK

Overview Fund Activity

385 hedge funds and large institutions have $4.91B invested in Oshkosh in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 136 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+5
Holders Change %
+1.32%
% of All Funds
6.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
52
Increased
136
Reduced
134
Closed
43
Calls
$12.7M
Puts
$10.1M
Net Calls
+$2.6M
Net Calls Change
+$3.44M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$574M
2
Invesco
2
Invesco
Georgia
$77.1M
3
BlackRock
3
BlackRock
New York
$502M
4
GA
4
Greenhaven Associates
New York
$163M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$60.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$370M
2
Victory Capital Management
2
Victory Capital Management
Texas
$247M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$787K
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$5.65M
5
Deutsche Bank
5
Deutsche Bank
Germany
$3.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
326
Advisory Services Network
Georgia
$16.7K +$2.25K +27 +16%
S
327
SignatureFD
Georgia
$16.3K +$4.58K +55 +39%
SWM
328
Spire Wealth Management
Virginia
$16.2K – – –
UB
329
UMB Bank
Missouri
$15.2K +$3.33K +40 +28%
SPIA
330
Steward Partners Investment Advisory
New York
$14.2K +$1.5K +18 +12%
POIA
331
Pin Oak Investment Advisors
Texas
$13K – – –
Point72 Asset Management
332
Point72 Asset Management
Connecticut
$12.8K +$12.8K +154 New
NA
333
NewEdge Advisors
Louisiana
$12.2K -$21.1K -254 -63%
TAIM
334
TD Ameritrade Investment Management
Nebraska
$12K -$568 -7 -5%
MWC
335
MBM Wealth Consultants
Missouri
$12K – – –
ST
336
Smithfield Trust
Pennsylvania
$12K – – –
WAS
337
Winch Advisory Services
Wisconsin
$12K +$81 +1 +0.7%
PCM
338
Penserra Capital Management
California
$12K +$2.9K +35 +32%
AA
339
AlphaMark Advisors
Kentucky
$12K +$12K +141 New
Loomis, Sayles & Company
340
Loomis, Sayles & Company
Massachusetts
$11K +$11K +131 New
BSB
341
Bangor Savings Bank
Maine
$10.2K – – –
FP
342
Financial Perspectives
Minnesota
$9.31K +$83 +1 +0.9%
PTC
343
Private Trust Company
Ohio
$9.15K – – –
FHA
344
First Horizon Advisors
Tennessee
$8.89K -$2.52K -30 -22%
PA
345
PSI Advisors
Florida
$8.86K – – –
PA
346
Parallel Advisors
California
$8.82K -$166 -2 -2%
FFA
347
Farther Finance Advisors
California
$7.99K +$7.49K +90 +1,500%
LOIM
348
Liberty One Investment Management
Illinois
$7.7K +$7.7K +93 New
FWM
349
Focused Wealth Management
New York
$6.75K +$6.25K +75 +1,250%
GRP
350
Global Retirement Partners
California
$6.1K +$2.11K +27 +53%
12 13
14
15 16