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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
FFA
351
Farther Finance Advisors
California
$7.99K +$8.17K +90 +1,500%
LOIM
352
Liberty One Investment Management
Illinois
$7.7K +$8.44K +93 New
FWM
353
Focused Wealth Management
New York
$6.75K +$6.8K +75 +1,250%
GRP
354
Global Retirement Partners
California
$6.1K +$2.45K +27 +53%
CFGS
355
Concourse Financial Group Securities
Alabama
$5.82K +$6.35K +70 New
GEA
356
Glen Eagle Advisors
New Jersey
$5.07K
AIP
357
Ahrens Investment Partners
Louisiana
$4.58K +$4.99K +55 New
BWM
358
BerganKDV Wealth Management
Minnesota
$4.38K
MFC
359
Mechanics Financial Corp
Ohio
$4.16K
Bessemer Group
360
Bessemer Group
New Jersey
$4K
JWA
361
JFS Wealth Advisors
Pennsylvania
$3.83K -$998 -11 -19%
SC
362
Schubert & Co
Texas
$3.33K +$181 +2 +5%
TCOV
363
Trust Company of Vermont
Vermont
$3.16K
CA
364
Crewe Advisors
Utah
$2.91K +$3.18K +35 New
GBT
365
Grove Bank & Trust
Florida
$2.91K +$3.18K +35 New
AF
366
Allworth Financial
California
$2.75K
EARNEST Partners
367
EARNEST Partners
Georgia
$2.66K
FMII
368
Farmers & Merchants Investments Inc
Nebraska
$2.5K
MC
369
Machina Capital
France
$2.16K +$2.36K +26 New
Commonwealth Equity Services
370
Commonwealth Equity Services
Massachusetts
$2.16K +$74K +815 +3%
JWM
371
Janiczek Wealth Management
Colorado
$2.01K
FRA
372
Front Row Advisors
California
$2K
VCM
373
Versant Capital Management
Arizona
$2K
RTL
374
Red Tortoise LLC
Georgia
$1.91K
PFBT
375
Parkside Financial Bank & Trust
Missouri
$1.83K

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.