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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: 389392 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WP
326
WealthPLAN Partners
Nebraska
$26K
HT
327
Headlands Technologies
Illinois
$25.7K +$23.4K +297 New
LC
328
Lindbrook Capital
California
$22.9K +$3.07K +39 +17%
PA
329
Parallel Advisors
California
$20.3K +$10.2K +129 +122%
ETC
330
Exchange Traded Concepts
Oklahoma
$18.8K +$17.1K +217 New
BTI
331
Blue Trust Inc
Georgia
$13K -$2.91K -37 -19%
POIA
332
Pin Oak Investment Advisors
Texas
$13K
ST
333
Smithfield Trust
Pennsylvania
$13K
WAS
334
Winch Advisory Services
Wisconsin
$13K
NA
335
NewEdge Advisors
Louisiana
$12.7K
AA
336
AlphaMark Advisors
Kentucky
$12K
MIM
337
Macroview Investment Management
Maryland
$11.9K +$10.9K +138 New
WTC
338
WhitTier Trust Company
Nevada
$11.2K -$778K -9,881 -99%
RA
339
Rise Advisors
New York
$11K -$6.07K -77 -38%
SF
340
Safeguard Financial
Wisconsin
$11K +$10.9K +138 New
TFP
341
Tilia Fiduciary Partners
North Carolina
$10.8K -$74.8K -950 -88%
BSB
342
Bangor Savings Bank
Maine
$10.7K
FFA
343
Farther Finance Advisors
California
$10.4K +$1.89K +24 +25%
TIM
344
Thompson Investment Management
Wisconsin
$9.89K -$472K -5,996 -98%
FP
345
Financial Perspectives
Minnesota
$9.75K +$79 +1 +0.9%
PTC
346
Private Trust Company
Ohio
$9.53K
PA
347
PSI Advisors
Florida
$9.27K +$79 +1 +0.9%
DJSG
348
D.J. St. Germain
Massachusetts
$8.66K +$7.88K +100 New
OA
349
Operose Advisors
Wisconsin
$8.38K +$7.64K +97 New
AF
350
Advisornet Financial
Minnesota
$8.31K -$10.1K -128 -57%

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.