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Oshkosh
OSK

392 hedge funds and large institutions have $5.09B invested in Oshkosh in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 137 increasing their positions, 155 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $25.9M | Put options by funds: $11.5M

10% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 48

3% more capital invested

Capital invested by funds: $4.92B → $5.09B (+$165M)

1% more funds holding

Funds holding: 389 → 392 (+3)

0.19% less ownership

Funds ownership: 90.46% → 90.27% (-0.19%)

12% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 155

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
392
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
6.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
137
Reduced
155
Closed
48
Calls
$25.9M
Puts
$11.5M
Net Calls
+$14.4M
Net Calls Change
+$11.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$36.8M
2
GA
Greenhaven Associates
New York
+$31.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$29.7M
4
Millennium Management
Millennium Management
New York
+$26.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$16.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$209M
2
Victory Capital Management
Victory Capital Management
Texas
-$32.2M
3
PAM
Panagora Asset Management
Massachusetts
-$28.8M
4
Morgan Stanley
Morgan Stanley
New York
-$12M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$9.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$29.8M +$7.33M +93,025 +37%
LSV Asset Management
27
LSV Asset Management
Illinois
$28.3M +$2.31M +29,300 +10%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$27.3M +$763K +9,688 +3%
AQR Capital Management
29
AQR Capital Management
Connecticut
$23.4M +$4.83M +61,314 +29%
Principal Financial Group
30
Principal Financial Group
Iowa
$21.2M -$1.07M -13,606 -5%
Ameriprise
31
Ameriprise
Minnesota
$21.2M -$680K -8,638 -3%
Voloridge Investment Management
32
Voloridge Investment Management
Florida
$20.5M +$3.6M +45,731 +24%
N
33
Nuveen
North Carolina
$19M +$6.77M +85,926 +64%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$17.8M +$296K +3,755 +2%
PFC
35
Poplar Forest Capital
California
$17.8M +$16.2M +205,112 New
Russell Investments Group
36
Russell Investments Group
United Kingdom
$17.2M -$196K -2,490 -1%
SC
37
Skylands Capital
Wisconsin
$16.2M -$7.88K -100 -0.1%
RMDI
38
R.M. Davis Inc
Maine
$15.8M -$469K -5,955 -3%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$15.1M +$4.23M +53,662 +44%
WCM
40
Wedge Capital Management
North Carolina
$14.1M +$601K +7,629 +5%
BFA
41
Bragg Financial Advisors
North Carolina
$13.5M +$102K +1,299 +0.8%
Squarepoint
42
Squarepoint
New York
$13.4M +$9.37M +119,003 +332%
Macquarie Group
43
Macquarie Group
Australia
$13M -$7.88K -100 -0.1%
Capital World Investors
44
Capital World Investors
California
$13M – – –
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$12.8M +$10.3M +130,654 +757%
Point72 Asset Management
46
Point72 Asset Management
Connecticut
$12.7M +$11.5M +146,441 +95,092%
Assenagon Asset Management
47
Assenagon Asset Management
Luxembourg
$12.7M +$8.28M +105,105 +254%
Swiss National Bank
48
Swiss National Bank
Switzerland
$12.3M +$110K +1,400 +1%
BNP Paribas Asset Management
49
BNP Paribas Asset Management
France
$12.3M -$2.04M -25,864 -15%
HKAM
50
Horizon Kinetics Asset Management
New York
$11.8M +$28.9K +367 +0.3%
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OSK Hedge Fund Activity: Q2 2023 in Review

392 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2023, worth a combined $5.09B — up 3.4% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new OSK positions and 48 closed out — a net gain of 5 holders — while 137 added to existing stakes and 155 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $36.8M. The largest seller was Fidelity Investments, cutting an estimated $209M.

  • 392 institutional investors held Oshkosh (OSK) as of Q2 2023, up from 389 in Q1 2023.
  • Funds reported $5.09B of Oshkosh stock for Q2 2023, up 3.4% quarter-over-quarter.
  • 53 funds opened new Oshkosh positions in Q2 2023 and 48 closed out, a net change of +5 holders.
  • The largest Oshkosh buyer in Q2 2023 was AllianceBernstein, an estimated $36.8M added.
  • The largest Oshkosh seller in Q2 2023 was Fidelity Investments, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2023.