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389 hedge funds and large institutions have $4.92B invested in Oshkosh in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 137 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $10.1M

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

2% more funds holding

Funds holding: 382389 (+7)

2% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 134

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.31% less ownership

Funds ownership: 90.77%90.46% (-0.31%)

4% less capital invested

Capital invested by funds: $5.11B → $4.92B (-$186M)

Holders
389
Holders Change
+7
Holders Change %
+1.83%
% of All Funds
6.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
54
Increased
137
Reduced
134
Closed
43
Calls
$12.7M
Puts
$10.1M
Net Calls
+$2.6M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$33.9M +$17.1M +188,510 +86%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$25.4M -$4.19M -46,141 -13%
LSV Asset Management
28
LSV Asset Management
Illinois
$24.7M -$8M -88,150 -23%
Principal Financial Group
29
Principal Financial Group
Iowa
$21.5M +$213K +2,343 +0.9%
Ameriprise
30
Ameriprise
Minnesota
$21.1M -$168K -1,856 -0.7%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$20.9M +$9.52M +104,930 +72%
AQR Capital Management
32
AQR Capital Management
Connecticut
$17.3M +$11.3M +125,063 +145%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$16.8M -$183K -2,012 -1%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$16.7M +$4M +44,120 +28%
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$15.9M +$2.43M +26,751 +16%
RMDI
36
R.M. Davis Inc
Maine
$15.7M -$465K -5,127 -3%
SC
37
Skylands Capital
Wisconsin
$15.5M -$749K -8,250 -4%
BNP Paribas Asset Management
38
BNP Paribas Asset Management
France
$13.9M -$1.19M -13,137 -7%
WCM
39
Wedge Capital Management
North Carolina
$12.9M -$1.74M -19,219 -11%
BFA
40
Bragg Financial Advisors
North Carolina
$12.9M +$21.5K +237 +0.2%
Macquarie Group
41
Macquarie Group
Australia
$12.5M -$8.86M -97,625 -39%
Capital World Investors
42
Capital World Investors
California
$12.5M
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$12.4M +$7.21M +79,473 +114%
AAIS
44
ABN AMRO Investment Solutions
$12.1M +$13.2M +145,000 New
Swiss National Bank
45
Swiss National Bank
Switzerland
$11.7M -$1.52M -16,800 -11%
Amundi
46
Amundi
France
$11.7M -$1.98M -21,821 -12%
Legal & General Group
47
Legal & General Group
United Kingdom
$11.6M +$368K +4,056 +3%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$11.4M -$1.79M -19,782 -13%
HKAM
49
Horizon Kinetics Asset Management
New York
$11.3M -$1.24M -13,664 -9%
N
50
Nuveen
North Carolina
$11.1M -$315K -3,470 -3%

OSK Hedge Fund Activity: Q1 2023 in Review

389 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2023, worth a combined $4.92B — down 3.6% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new OSK positions and 43 closed out — a net gain of 11 holders — while 137 added to existing stakes and 134 trimmed.

The largest buyer was Vanguard Group, adding an estimated $56.6M. The largest seller was Fidelity Investments, cutting an estimated $129M.

  • 389 institutional investors held Oshkosh (OSK) as of Q1 2023, up from 382 in Q4 2022.
  • Funds reported $4.92B of Oshkosh stock for Q1 2023, down 3.6% quarter-over-quarter.
  • 54 funds opened new Oshkosh positions in Q1 2023 and 43 closed out, a net change of +11 holders.
  • The largest Oshkosh buyer in Q1 2023 was Vanguard Group, an estimated $56.6M added.
  • The largest Oshkosh seller in Q1 2023 was Fidelity Investments, an estimated $129M sold.

Based on aggregated 13F filings for Q1 2023.