Oshkosh
370 hedge funds and large institutions have $4.2B invested in Oshkosh in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 146 reducing their positions, and 71 closing their positions.
54% more call options, than puts
Call options by funds: $21.1M | Put options by funds: $13.7M
0.62% more ownership
Funds ownership: 90.89% → 91.51% (+0.62%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 146
9% less funds holding
Funds holding: 407 → 370 (-37)
14% less capital invested
Capital invested by funds: $4.91B → $4.2B (-$708M)
46% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Greenhaven Associates
Purchase,
New York
|
+$141M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$59.6M |
| 3 |
Millennium Management
New York
|
+$25.5M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$16.1M |
| 5 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$92M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$32.1M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$26.1M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$20.1M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$20.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
426
CoreCap Advisors
Southfield,
Michigan
| – | -$2K | -26 | Closed |
|
|
TWP
427
TFO Wealth Partners
Maumee,
Ohio
| – | -$2K | -26 | Closed |
|
|
PWMG
428
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$2K | -22 | Closed |
|
|
ZB
429
Zions Bancorporation
Salt Lake City,
Utah
| – | -$2K | -22 | Closed |
|
|
CB
430
CNB Bank
Clearfield,
Pennsylvania
| – | -$1K | -16 | Closed |
|
|
HR
431
Howe & Rusling
Rochester,
New York
| – | -$1K | -14 | Closed |
|
|
HF
432
Halpern Financial
Ashburn,
Virginia
| – | -$575 | -7 | Closed |
|
|
CFGS
433
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$81 | -1 | Closed |
|
|
GI
434
Gradient Investments
Arden Hills,
Minnesota
| – | +$163 | +2 | New |
|
435
Fidelity International
Hamilton,
Bermuda
| – | +$488 | +6 | New |
|
OSK Hedge Fund Activity: Q3 2022 in Review
370 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2022, worth a combined $4.2B — down 14% from $4.91B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of OSK and 38 opened new positions — a net loss of 33 holders — while 146 trimmed existing stakes and 133 added.
The largest buyer was Greenhaven Associates, opening a new position worth an estimated $141M. The largest seller was Boston Partners, exiting entirely with an estimated $92M sold.
- 370 institutional investors held Oshkosh (OSK) as of Q3 2022, down from 407 in Q2 2022.
- Funds reported $4.2B of Oshkosh stock for Q3 2022, down 14% quarter-over-quarter.
- 38 funds opened new Oshkosh positions in Q3 2022 and 71 closed out, a net change of -33 holders.
- The largest Oshkosh buyer in Q3 2022 was Greenhaven Associates, an estimated $141M added.
- The largest Oshkosh seller in Q3 2022 was Boston Partners, an estimated $92M sold.
Based on aggregated 13F filings for Q3 2022.