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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
BGIM
101
Brandywine Global Investment Management
Pennsylvania
$3.22M +$13.7K +151 +0.4%
RJA
102
Raymond James & Associates
Florida
$3.12M -$82.4K -908 -2%
AAM
103
Advisors Asset Management
Colorado
$3.04M +$344K +3,792 +12%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$2.99M +$482K +5,314 +17%
Squarepoint
105
Squarepoint
New York
$2.98M +$1.69M +18,591 +108%
JF
106
Jump Financial
Illinois
$2.97M +$2.98M +32,829 +1,125%
Corient Private Wealth
107
Corient Private Wealth
Florida
$2.97M -$452K -4,976 -12%
JMPWA
108
JP Morgan Private Wealth Advisors
California
$2.94M +$19.1K +210 +0.6%
TCAM
109
Turtle Creek Asset Management
Ontario, Canada
$2.93M -$49.9K -550 -2%
YCM
110
Yousif Capital Management
Michigan
$2.89M -$27.2K -300 -0.9%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.85M -$504K -5,559 -14%
IMRF
112
Illinois Municipal Retirement Fund
Illinois
$2.68M
Asset Management One
113
Asset Management One
Japan
$2.56M -$232K -2,552 -8%
AG
114
Algert Global
California
$2.51M +$2.74M +30,215 New
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$2.48M +$92.6K +1,020 +4%
COPPSERS
116
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.45M +$3.27K +36 +0.1%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$2.44M +$191K +2,101 +8%
RJFSA
118
Raymond James Financial Services Advisors
Florida
$2.41M +$248K +2,736 +10%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$2.39M +$19.1K +210 +0.7%
OQS
120
Occudo Quantitative Strategies
Florida
$2.35M +$1.98M +21,792 +334%
SF
121
Synovus Financial
Georgia
$2.35M -$255K -2,815 -9%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$2.24M -$37.7K -416 -2%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$2.21M -$3.29M -36,268 -58%
Barclays
124
Barclays
United Kingdom
$2.15M +$1.08M +11,927 +86%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$2.07M -$690K -7,600 -23%

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.