We are live on ! Find out more

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
Bessemer Group
351
Bessemer Group
New Jersey
$4K -$624K -7,276 -99%
MFC
352
Mechanics Financial Corp
Ohio
$4K
MPCL
353
My Personal CFO LLC
Washington
$3.62K +$3.52K +41 New
SC
354
Schubert & Co
Texas
$3.35K -$172 -2 -5%
TCOV
355
Trust Company of Vermont
Vermont
$3.35K +$3.26K +38 New
AF
356
Allworth Financial
California
$2.91K +$1.97K +23 +230%
EARNEST Partners
357
EARNEST Partners
Georgia
$2.82K
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$2.65K
CWC
359
Carolinas Wealth Consulting
North Carolina
$2.65K +$2.57K +30 New
JWM
360
Janiczek Wealth Management
Colorado
$2.38K
CA
361
CoreCap Advisors
Michigan
$2.29K +$2.23K +26 New
VCM
362
Versant Capital Management
Arizona
$2.12K
RTL
363
Red Tortoise LLC
Georgia
$2.03K +$1.97K +23 New
CAL
364
Capital Advisors Ltd
Ohio
$2K -$601 -7 -25%
FRA
365
Front Row Advisors
California
$2K
PFBT
366
Parkside Financial Bank & Trust
Missouri
$1.94K -$257 -3 -12%
TIM
367
Tortoise Investment Management
New York
$1.68K
SIC
368
SJS Investment Consulting
Ohio
$1.68K +$944 +11 +138%
HWA
369
HHM Wealth Advisors
Tennessee
$1.59K +$1.54K +18 New
DI
370
Disciplined Investments
Oklahoma
$1.24K -$343 -4 -22%
LFA
371
Level Financial Advisors
New York
$1K +$1.03K +12 New
Fidelity International
372
Fidelity International
Bermuda
$970 +$429 +5 +83%
GI
373
Gradient Investments
Minnesota
$970 +$772 +9 +450%
DWA
374
Delos Wealth Advisors
Texas
$794
BAAM
375
Baker Avenue Asset Management
California
$794 +$772 +9 New

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.