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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
HNB
401
Huntington National Bank
Ohio
$3.91K -$1.84K -19 -32%
TCOV
402
Trust Company of Vermont
Vermont
$3.63K
SWM
403
Spire Wealth Management
Virginia
$3.34K -$194 -2 -5%
CB
404
CNB Bank
Pennsylvania
$3.25K +$3.3K +34 New
Mitsubishi UFJ Asset Management
405
Mitsubishi UFJ Asset Management
Japan
$3.25K +$3.3K +34 New
EARNEST Partners
406
EARNEST Partners
Georgia
$3.05K
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$2.67K -$194 -2 -7%
GRP
408
Global Retirement Partners
California
$2.59K -$4.17K -43 -61%
PFBT
409
Parkside Financial Bank & Trust
Missouri
$2.48K +$388 +4 +18%
CSC
410
Caldwell Sutter Capital
California
$2.39K
JWM
411
Janiczek Wealth Management
Colorado
$2.39K
RTL
412
Red Tortoise LLC
Georgia
$2.19K
NC
413
NewSquare Capital
Pennsylvania
$2.1K +$2.13K +22 New
TIM
414
Tortoise Investment Management
New York
$1.81K
SIC
415
SJS Investment Consulting
Ohio
$1.62K +$776 +8 +89%
Fuller & Thaler Asset Management
416
Fuller & Thaler Asset Management
California
$1.62K
UB
417
UMB Bank
Missouri
$1.53K
M
418
MOTCO
Texas
$1.43K
CWC
419
Carolinas Wealth Consulting
North Carolina
$1.26K -$873 -9 -39%
WTC
420
WhitTier Trust Company
Nevada
$1.24K -$11.2K -116 -90%
VCM
421
Versant Capital Management
Arizona
$1.05K
PWMG
422
Prestige Wealth Management Group
New Jersey
$1.05K +$1.07K +11 New
CA
423
Centerpoint Advisors
Massachusetts
$1K
HBW
424
Hazlett, Burt & Watson
West Virginia
$1K +$1.36K +14 New
DWA
425
Delos Wealth Advisors
Texas
$935