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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
Holocene Advisors
101
Holocene Advisors
New York
$3.47M -$1.86M -21,686 -36%
BGIM
102
Brandywine Global Investment Management
Pennsylvania
$3.4M -$227K -2,646 -6%
RJA
103
Raymond James & Associates
Florida
$3.39M -$638K -7,434 -16%
Man Group
104
Man Group
United Kingdom
$3.19M -$2.48M -28,935 -44%
TCAM
105
Turtle Creek Asset Management
Ontario, Canada
$3.16M -$1.16M -13,550 -27%
TI
106
Trexquant Investment
Connecticut
$3.1M +$831K +9,679 +38%
JMPWA
107
JP Morgan Private Wealth Advisors
California
$3.1M +$283K +3,295 +10%
YCM
108
Yousif Capital Management
Michigan
$3.09M +$10.3K +120 +0.3%
Asset Management One
109
Asset Management One
Japan
$2.92M
AAM
110
Advisors Asset Management
Colorado
$2.89M +$315K +3,670 +13%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$2.86M +$127K +1,477 +5%
IMRF
112
Illinois Municipal Retirement Fund
Illinois
$2.84M +$565K +6,586 +26%
ECM
113
ExodusPoint Capital Management
New York
$2.84M +$1.44M +16,771 +109%
TIM
114
Thompson Investment Management
Wisconsin
$2.82M -$1.46K -17 -0.1%
SF
115
Synovus Financial
Georgia
$2.74M +$97K +1,130 +4%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$2.71M -$407K -4,746 -13%
E
117
Ergoteles
New York
$2.61M +$2.54M +29,637 New
COPPSERS
118
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.59M +$300K +3,499 +13%
EP
119
Edgestream Partners
New Jersey
$2.56M +$2.49M +29,062 New
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
$2.53M +$43K +501 +2%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$2.51M +$30.9K +360 +1%
DDPIC
122
Deroy & Devereaux Private Investment Counsel
Michigan
$2.43M +$12.9K +150 +0.5%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$2.42M -$569K -6,630 -19%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$2.4M +$372K +4,337 +19%
IA
125
Icon Advisers
Colorado
$2.38M

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.