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Oshkosh
OSK

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: 389 → 392 (+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: 1 → 0 (-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

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$36.8M
2
GA
Greenhaven Associates
New York
+$31.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$29.7M
4
Millennium Management
Millennium Management
New York
+$26.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$16.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$209M
2
Victory Capital Management
Victory Capital Management
Texas
-$32.2M
3
PAM
Panagora Asset Management
Massachusetts
-$28.8M
4
Morgan Stanley
Morgan Stanley
New York
-$12M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$9.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
LOIM
351
Liberty One Investment Management
Illinois
$8.06K – – –
TAIM
352
TD Ameritrade Investment Management
Nebraska
$8K -$4.02K -51 -34%
QL
353
Quarry LP
New York
$7.88K -$44.7K -567 -86%
GRP
354
Global Retirement Partners
California
$6.15K -$551 -7 -9%
GEA
355
Glen Eagle Advisors
New Jersey
$5.28K – – –
HNB
356
Huntington National Bank
Ohio
$5.2K -$15.4K -195 -76%
Loomis, Sayles & Company
357
Loomis, Sayles & Company
Massachusetts
$5K -$5.67K -72 -55%
HIA
358
Harbor Investment Advisory
Maryland
$4.85K +$3.94K +50 +833%
MFC
359
Mechanics Financial Corp
Ohio
$4.33K – – –
LWCFA
360
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.33K +$3.94K +50 New
JWA
361
JFS Wealth Advisors
Pennsylvania
$4.24K +$236 +3 +7%
TCOV
362
Trust Company of Vermont
Vermont
$3.29K – – –
SWM
363
Spire Wealth Management
Virginia
$3.25K -$12.4K -158 -81%
CA
364
Crewe Advisors
Utah
$3.03K – – –
PMFA
365
Plante Moran Financial Advisors
Michigan
$2.94K +$2.68K +34 New
AF
366
Allworth Financial
California
$2.77K -$79 -1 -3%
EARNEST Partners
367
EARNEST Partners
Georgia
$2.77K – – –
FMII
368
Farmers & Merchants Investments Inc
Nebraska
$2.6K – – –
JWM
369
Janiczek Wealth Management
Colorado
$2.17K – – –
CSC
370
Caldwell Sutter Capital
California
$2.17K +$1.97K +25 New
CWC
371
Carolinas Wealth Consulting
North Carolina
$2.03K +$788 +10 +77%
RTL
372
Red Tortoise LLC
Georgia
$1.99K – – –
PFBT
373
Parkside Financial Bank & Trust
Missouri
$1.91K – – –
National Bank of Canada
374
National Bank of Canada
Quebec, Canada
$1.82K – – –
TIM
375
Tortoise Investment Management
New York
$1.65K – – –
13 14
15
16 17

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.