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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
Truist Financial
51
Truist Financial
North Carolina
$12.8M -$2.1M -24,454 -14%
N
52
Nuveen
North Carolina
$12.1M -$25.7K -300 -0.2%
Legal & General Group
53
Legal & General Group
United Kingdom
$12M -$195K -2,272 -2%
MPI
54
Mairs & Power Inc
Minnesota
$10.9M -$2.56M -29,880 -20%
Kayne Anderson Rudnick Investment Management
55
Kayne Anderson Rudnick Investment Management
California
$10.8M +$2.98M +34,771 +40%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$10.5M +$58.4K +681 +0.6%
AIG
57
American International Group
New York
$8.98M -$113K -1,314 -1%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$8.9M -$245K -2,856 -3%
EB
59
Eastern Bank
Massachusetts
$8.84M -$209K -2,440 -2%
MGIM
60
M&G Investment Management
United Kingdom
$8.48M +$379K +4,422 +5%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$8.34M -$347K -4,046 -4%
UBS AM
62
UBS AM
Illinois
$8.23M +$250K +2,917 +3%
Retirement Systems of Alabama
63
Retirement Systems of Alabama
Alabama
$7.6M +$52.2K +608 +0.7%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$7.57M +$2.47M +28,800 +51%
AQR Capital Management
65
AQR Capital Management
Connecticut
$7.49M -$6.21M -72,319 -46%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$7.4M +$51.5K +600 +0.7%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$7.26M -$103K -1,200 -1%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$7.09M +$185K +2,151 +3%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$6.6M -$3.56M -41,466 -36%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$6.16M -$5.28M -61,559 -47%
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$6.12M
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$6.06M +$31.8K +370 +0.5%
MOACM
73
Mutual of America Capital Management
New York
$6.05M -$230K -2,679 -4%
Verition Fund Management
74
Verition Fund Management
Connecticut
$5.99M +$4.25M +49,487 +268%
KCM
75
Kennedy Capital Management
Missouri
$5.9M -$362K -4,219 -6%

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.