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431 hedge funds and large institutions have $5.62B invested in Oshkosh in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 139 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 40

58% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $16.3M

10% more capital invested

Capital invested by funds: $5.09B → $5.62B (+$527M)

10% more funds holding

Funds holding: 392431 (+39)

0.33% less ownership

Funds ownership: 90.27%89.94% (-0.33%)

7% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 150

Holders
431
Holders Change
+39
Holders Change %
+9.95%
% of All Funds
6.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
83
Increased
139
Reduced
150
Closed
40
Calls
$25.8M
Puts
$16.3M
Net Calls
+$9.45M
Net Calls Change
-$5M
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
376
Pin Oak Investment Advisors
Texas
$15K
BTI
377
Blue Trust Inc
Georgia
$14K -$291 -3 -2%
ST
378
Smithfield Trust
Pennsylvania
$14K
WAS
379
Winch Advisory Services
Wisconsin
$14K +$97 +1 +0.7%
AA
380
AlphaMark Advisors
Kentucky
$13K
BSB
381
Bangor Savings Bank
Maine
$11.7K
TIM
382
Thompson Investment Management
Wisconsin
$10.9K
FP
383
Financial Perspectives
Minnesota
$10.8K
PTC
384
Private Trust Company
Ohio
$10.5K
LOIM
385
Liberty One Investment Management
Illinois
$10.3K +$1.36K +14 +15%
PA
386
PSI Advisors
Florida
$10.3K
MIM
387
Macroview Investment Management
Maryland
$9.93K -$3.3K -34 -25%
DJSG
388
D.J. St. Germain
Massachusetts
$9.54K
OP
389
ORG Partners
Indiana
$9.54K +$9.7K +100 New
AF
390
Advisornet Financial
Minnesota
$9.16K
BAAM
391
Baker Avenue Asset Management
California
$8.21K +$7.95K +82 +2,050%
ACA
392
Atlas Capital Advisors
Wyoming
$8.21K +$8.34K +86 New
RA
393
Rise Advisors
New York
$8.02K -$4.17K -43 -34%
JWA
394
JFS Wealth Advisors
Pennsylvania
$5.92K +$1.26K +13 +27%
GEA
395
Glen Eagle Advisors
New Jersey
$5.82K
AF
396
Allworth Financial
California
$5.06K +$2.04K +21 +66%
SFG
397
Steward Financial Group
Texas
$5K +$5.91K +61 New
MFC
398
Mechanics Financial Corp
Ohio
$4.77K
FFA
399
Farther Finance Advisors
California
$4.6K -$6.98K -72 -60%
LWCFA
400
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.6K

OSK Hedge Fund Activity: Q3 2023 in Review

431 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2023, worth a combined $5.62B — up 10% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new OSK positions and 40 closed out — a net gain of 43 holders — while 139 added to existing stakes and 150 trimmed.

The largest buyer was BlackRock, adding an estimated $169M. The largest seller was Victory Capital Management, cutting an estimated $247M.

  • 431 institutional investors held Oshkosh (OSK) as of Q3 2023, up from 392 in Q2 2023.
  • Funds reported $5.62B of Oshkosh stock for Q3 2023, up 10% quarter-over-quarter.
  • 83 funds opened new Oshkosh positions in Q3 2023 and 40 closed out, a net change of +43 holders.
  • The largest Oshkosh buyer in Q3 2023 was BlackRock, an estimated $169M added.
  • The largest Oshkosh seller in Q3 2023 was Victory Capital Management, an estimated $247M sold.

Based on aggregated 13F filings for Q3 2023.