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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
TWP
426
TFO Wealth Partners
Ohio
$866 +$679 +7 +233%
FWM
427
Focused Wealth Management
New York
$592
HIA
428
Harbor Investment Advisory
Maryland
$573 -$4.85K -50 -89%
CPG
429
Cornerstone Planning Group
New Jersey
$382 +$388 +4 New
RCM
430
Raleigh Capital Management
North Carolina
$368 +$388 +4 New
LFG
431
Larson Financial Group
Missouri
$212
WWP
432
WR Wealth Planners
Missouri
$95 +$97 +1 New
MIH
433
Meitav Investment House
Israel
-$3.92M -46,034 Closed
Marshall Wace
434
Marshall Wace
United Kingdom
-$3.7M -42,755 Closed
TCAM
435
Turtle Creek Asset Management
Ontario, Canada
-$2.98M -34,450 Closed
AG
436
Algert Global
California
-$2.62M -30,215 Closed
CC
437
Cipher Capital
New York
-$1.8M -20,754 Closed
N
438
Numerai
California
-$1.55M -17,915 Closed
OQS
439
Occudo Quantitative Strategies
Florida
-$1.53M -17,633 Closed
SLWA
440
San Luis Wealth Advisors
California
-$1.46M -16,894 Closed
Balyasny Asset Management
441
Balyasny Asset Management
Illinois
-$1.43M -16,461 Closed
E
442
Ergoteles
New York
-$1.22M -14,144 Closed
AIM
443
Aigen Investment Management
New York
-$1.18M -13,573 Closed
MG
444
Marex Group
-$1.09M -12,616 Closed
SM
445
Sciencast Management
New Jersey
-$925K -10,485 Closed
MWM
446
Moran Wealth Management
Florida
-$723K -8,351 Closed
I
447
InceptionR
California
-$523K -6,040 Closed
DFCM
448
Dark Forest Capital Management
Puerto Rico
-$461K -5,325 Closed
Rockefeller Capital Management
449
Rockefeller Capital Management
New York
-$405K -4,680 Closed
Cerity Partners
450
Cerity Partners
New York
-$258K -2,982 Closed

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.