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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
DIA
401
Dana Investment Advisors
Wisconsin
-$978K -11,090 Closed
I
402
InceptionR
California
-$675K -7,658 Closed
SI
403
Sapience Investments
California
-$660K -7,484 Closed
RIL
404
Rothschild Investment LLC
Illinois
-$645K -7,317 Closed
Jane Street
405
Jane Street
New York
-$556K -6,131 Closed
UCFA
406
United Capital Financial Advisors
Texas
-$505K -5,725 Closed
KAS
407
Kestra Advisory Services
Texas
-$329K -3,736 Closed
CC
408
Centiva Capital
New York
-$326K -3,701 Closed
PFC
409
Poplar Forest Capital
California
-$305K -3,456 Closed
BC
410
Bridgefront Capital
Texas
-$273K -3,092 Closed
PA
411
Profund Advisors
Maryland
-$239K -2,713 Closed
VanEck Associates
412
VanEck Associates
New York
-$237K -2,690 Closed
SAM
413
Silvercrest Asset Management
New York
-$236K -2,679 Closed
BCM
414
BTC Capital Management
Iowa
-$230K -2,606 Closed
IB
415
Intrust Bank
Kansas
-$217K -2,465 Closed
OC
416
Oarsman Capital
Wisconsin
-$217K -2,462 Closed
FRM
417
Fox Run Management
Connecticut
-$215K -2,435 Closed
BFS
418
Bradley Foster & Sargent
Connecticut
-$212K -2,400 Closed
PAS
419
Park Avenue Securities
New York
-$204K -2,311 Closed
SWA
420
Sutton Wealth Advisors
Florida
-$193K -2,189 Closed
MCC
421
Money Concepts Capital
Florida
-$28.3K -321 Closed
RBC
422
Romano Brothers & Co
Illinois
-$26.5K -300 Closed
DMKJ
423
David M. Knott Jr
-$23K -258 Closed
EP
424
Elkhorn Partners
Nebraska
-$18K -200 Closed
Jones Financial Companies
425
Jones Financial Companies
Missouri
-$13K -142 Closed

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.