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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
ACM
401
Acrisure Capital Management
Texas
– -$725K -8,720 Closed
QT
402
Quantamental Technologies
New York
– -$676K -8,125 Closed
Wellington Management Group
403
Wellington Management Group
Massachusetts
– -$559K -6,721 Closed
OCBCO
404
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$546K -6,569 Closed
SEC
405
Seven Eight Capital
New York
– -$460K -5,530 Closed
HIM
406
Hillsdale Investment Management
Ontario, Canada
– -$435K -5,230 Closed
DF
407
Donoghue Forlines
Massachusetts
– -$397K -4,775 Closed
BFM
408
Boothbay Fund Management
New York
– -$370K -4,445 Closed
OTPPB
409
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$368K -4,419 Closed
SS
410
Simplicity Solutions
Minnesota
– -$363K -4,361 Closed
BFG
411
Bleakley Financial Group
New Jersey
– -$358K -4,299 Closed
AC
412
AXQ Capital
New Jersey
– -$316K -3,800 Closed
SPA
413
Sherbrooke Park Advisers
New York
– -$299K -3,600 Closed
VRS
414
Virginia Retirement Systems
Virginia
– -$291K -3,500 Closed
WG
415
Winton Group
United Kingdom
– -$278K -3,337 Closed
II
416
Inspire Investing
Idaho
– -$274K -3,290 Closed
NC
417
NinePointTwo Capital
California
– -$264K -3,180 Closed
P
418
Pitcairn
Pennsylvania
– -$257K -3,088 Closed
MIM
419
MTM Investment Management
South Carolina
– -$256K -3,076 Closed
KFS
420
Kaizen Financial Strategies
California
– -$220K -2,650 Closed
CAM
421
Cozad Asset Management
Illinois
– -$208K -2,500 Closed
IUHSA
422
Itau Unibanco Holding S.A.
Brazil
– -$199K -2,389 Closed
IAIM
423
Industrial Alliance Investment Management
Quebec, Canada
– -$128K -1,534 Closed
IGWM
424
ICA Group Wealth Management
Colorado
– -$95.8K -1,152 Closed
BAM
425
Belpointe Asset Management
Nevada
– -$42.7K -513 Closed
14 15 16
17
18

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.