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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
Truist Financial
51
Truist Financial
North Carolina
$10.8M -$1.44M -15,858 -11%
Kayne Anderson Rudnick Investment Management
52
Kayne Anderson Rudnick Investment Management
California
$10.4M +$214K +2,355 +2%
Tudor Investment Corp
53
Tudor Investment Corp
Connecticut
$10.3M +$6.45M +71,078 +135%
Goldman Sachs
54
Goldman Sachs
New York
$10.2M -$9.27M -102,216 -45%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$9.22M +$207K +2,284 +2%
EB
56
Eastern Bank
Massachusetts
$8.72M +$418K +4,602 +5%
AIG
57
American International Group
New York
$8.39M -$85.8K -946 -0.9%
TC
58
TwinBeech Capital
New York
$8.2M +$8.95M +98,627 New
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$7.95M -$483K -5,325 -5%
UBS AM
60
UBS AM
Illinois
$7.82M +$70.7K +779 +0.8%
MPI
61
Mairs & Power Inc
Minnesota
$7.49M -$3.03M -33,345 -27%
CSS
62
Cubist Systematic Strategies
Connecticut
$7.44M +$2.72M +29,940 +50%
SFM
63
Systematic Financial Management
New Jersey
$7.33M -$7.59M -83,693 -49%
Retirement Systems of Alabama
64
Retirement Systems of Alabama
Alabama
$7.11M -$67.8K -747 -0.9%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$7.03M -$118K -1,300 -2%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$6.88M -$109K -1,200 -1%
MGIM
67
M&G Investment Management
United Kingdom
$6.87M -$1.23M -13,589 -14%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$6.83M -$18.1K -200 -0.2%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$6.68M -$1.29M -14,247 -15%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$6.63M -$63.3K -698 -0.9%
ECM
71
ExodusPoint Capital Management
New York
$6.13M +$3.76M +41,492 +129%
Nisa Investment Advisors
72
Nisa Investment Advisors
Missouri
$5.91M +$152K +1,680 +2%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$5.72M
HSBC Holdings
74
HSBC Holdings
United Kingdom
$5.65M -$14.5M -160,046 -70%
MOACM
75
Mutual of America Capital Management
New York
$5.6M -$115K -1,271 -2%

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.