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382 hedge funds and large institutions have $5.11B invested in Oshkosh in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 40

22% more capital invested

Capital invested by funds: $4.2B → $5.11B (+$907M)

3% more funds holding

Funds holding: 370382 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.74% less ownership

Funds ownership: 91.51%90.77% (-0.74%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

9% less call options, than puts

Call options by funds: $8.88M | Put options by funds: $9.72M

Holders
382
Holders Change
+12
Holders Change %
+3.24%
% of All Funds
6.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
64
Increased
127
Reduced
130
Closed
40
Calls
$8.88M
Puts
$9.72M
Net Calls
-$838K
Net Calls Change
-$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$31M -$2.76M -32,182 -8%
Principal Financial Group
27
Principal Financial Group
Iowa
$22.6M +$134K +1,566 +0.6%
Ameriprise
28
Ameriprise
Minnesota
$22.5M -$516K -6,008 -2%
Macquarie Group
29
Macquarie Group
Australia
$21.9M -$1.98M -23,046 -8%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$20.1M +$96.5K +1,125 +0.5%
Goldman Sachs
31
Goldman Sachs
New York
$19.9M +$40.3K +470 +0.2%
PAM
32
Panagora Asset Management
Massachusetts
$19.4M +$4.37M +50,920 +30%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$18M +$395K +4,604 +2%
SC
34
Skylands Capital
Wisconsin
$17.2M -$747K -8,700 -4%
RMDI
35
R.M. Davis Inc
Maine
$17.1M -$364K -4,240 -2%
Deutsche Bank
36
Deutsche Bank
Germany
$17M +$105K +1,218 +0.6%
First Trust Advisors
37
First Trust Advisors
Illinois
$16.4M -$9.21M -107,384 -37%
Amundi
38
Amundi
France
$16.4M -$1.08M -12,611 -7%
BNP Paribas Asset Management
39
BNP Paribas Asset Management
France
$15.9M -$453K -5,274 -3%
WCM
40
Wedge Capital Management
North Carolina
$15.4M -$913K -10,642 -6%
SFM
41
Systematic Financial Management
New Jersey
$15.2M +$235K +2,741 +2%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$14.5M +$1.01M +11,774 +8%
Swiss National Bank
43
Swiss National Bank
Switzerland
$13.9M +$163K +1,900 +1%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$13.9M +$46K +536 +0.3%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$13.8M +$972K +11,332 +8%
BFA
46
Bragg Financial Advisors
North Carolina
$13.6M +$845K +9,851 +7%
Capital World Investors
47
Capital World Investors
California
$13.2M
HKAM
48
Horizon Kinetics Asset Management
New York
$13.2M -$621K -7,242 -5%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$12.9M +$10.4M +121,144 +486%
Creative Planning
50
Creative Planning
Kansas
$12.9M -$1.76M -20,525 -12%

OSK Hedge Fund Activity: Q4 2022 in Review

382 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2022, worth a combined $5.11B — up 22% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new OSK positions and 40 closed out — a net gain of 24 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was American Century Companies, adding an estimated $61.9M. The largest seller was Citadel Advisors, cutting an estimated $44M.

  • 382 institutional investors held Oshkosh (OSK) as of Q4 2022, up from 370 in Q3 2022.
  • Funds reported $5.11B of Oshkosh stock for Q4 2022, up 22% quarter-over-quarter.
  • 64 funds opened new Oshkosh positions in Q4 2022 and 40 closed out, a net change of +24 holders.
  • The largest Oshkosh buyer in Q4 2022 was American Century Companies, an estimated $61.9M added.
  • The largest Oshkosh seller in Q4 2022 was Citadel Advisors, an estimated $44M sold.

Based on aggregated 13F filings for Q4 2022.