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370 hedge funds and large institutions have $4.2B invested in Oshkosh in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 146 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $21.1M | Put options by funds: $13.7M

0.62% more ownership

Funds ownership: 90.89%91.51% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 146

9% less funds holding

Funds holding: 407370 (-37)

14% less capital invested

Capital invested by funds: $4.91B → $4.2B (-$708M)

46% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 71

Holders
370
Holders Change
-37
Holders Change %
-9.09%
% of All Funds
6.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
133
Reduced
146
Closed
71
Calls
$21.1M
Puts
$13.7M
Net Calls
+$7.39M
Net Calls Change
-$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
351
Capital Advisors Ltd
Ohio
$2K +$1.95K +24 +600%
VCM
352
Versant Capital Management
Arizona
$2K +$1.95K +24 New
CB
353
Community Bank
New York
$2K +$2.03K +25 New
AIM
354
Axiom Investment Management
New York
$2K +$2.44K +30 New
Bank of Montreal
355
Bank of Montreal
Ontario, Canada
$1.8K +$479K +5,893 +35%
AF
356
Allworth Financial
California
$1K -$10.9K -134 -93%
TIM
357
Tortoise Investment Management
New York
$1K -$1.63K -20 -51%
OLVIG
358
Oliver Lagore Vanvalin Investment Group
Michigan
$1K
DI
359
Disciplined Investments
Oklahoma
$1K +$651 +8 +80%
SIC
360
SJS Investment Consulting
Ohio
$1K +$651 +8 New
ADL
361
Asset Dedication LLC
California
$1K +$732 +9 New
CAL
362
Capital Analysts LLC
Pennsylvania
$1K +$732 +9 New
DWA
363
Delos Wealth Advisors
Texas
$1K +$732 +9 New
LC
364
Lindbrook Capital
California
$1K +$976 +12 +150%
Boston Partners
365
Boston Partners
Massachusetts
-$92M -1,120,361 Closed
Pacer Advisors
366
Pacer Advisors
Pennsylvania
-$32.1M -390,370 Closed
Point72 Asset Management
367
Point72 Asset Management
Connecticut
-$13.5M -164,100 Closed
KOCAA
368
Knights of Columbus Asset Advisors
Connecticut
-$4.65M -56,612 Closed
LHC
369
Lodge Hill Capital
New York
-$4.12M -50,122 Closed
Franklin Resources
370
Franklin Resources
California
-$4.05M -49,325 Closed
ERSOT
371
Employees Retirement System of Texas
Texas
-$2.55M -31,000 Closed
FVWA
372
Foster Victor Wealth Advisors
South Carolina
-$2.11M -26,224 Closed
Marshall Wace
373
Marshall Wace
United Kingdom
-$1.63M -19,878 Closed
MAM
374
Mastrapasqua Asset Management
Tennessee
-$1.55M -18,840 Closed
GCL
375
Gouws Capital LLC
North Carolina
-$1.4M -16,995 Closed

OSK Hedge Fund Activity: Q3 2022 in Review

370 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2022, worth a combined $4.2B — down 14% from $4.91B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of OSK and 38 opened new positions — a net loss of 33 holders — while 146 trimmed existing stakes and 133 added.

The largest buyer was Greenhaven Associates, opening a new position worth an estimated $141M. The largest seller was Boston Partners, exiting entirely with an estimated $92M sold.

  • 370 institutional investors held Oshkosh (OSK) as of Q3 2022, down from 407 in Q2 2022.
  • Funds reported $4.2B of Oshkosh stock for Q3 2022, down 14% quarter-over-quarter.
  • 38 funds opened new Oshkosh positions in Q3 2022 and 71 closed out, a net change of -33 holders.
  • The largest Oshkosh buyer in Q3 2022 was Greenhaven Associates, an estimated $141M added.
  • The largest Oshkosh seller in Q3 2022 was Boston Partners, an estimated $92M sold.

Based on aggregated 13F filings for Q3 2022.