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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
Marshall Wace
101
Marshall Wace
United Kingdom
$3.7M +$3.37M +42,755 New
AB
102
Amalgamated Bank
New York
$3.69M -$188K -2,385 -5%
NAS
103
Nicolet Advisory Services
Wisconsin
$3.68M +$10.5K +133 +0.3%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$3.67M +$2.06M +26,208 +162%
Prudential Financial
105
Prudential Financial
New Jersey
$3.63M +$1.99M +25,215 +151%
MIM
106
MetLife Investment Management
New Jersey
$3.39M -$76.2K -967 -2%
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$3.37M +$3.07M +38,967 New
Allianz Asset Management
108
Allianz Asset Management
Germany
$3.28M +$1.7M +21,635 +134%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.23M +$240K +3,047 +9%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$3.22M +$651K +8,262 +29%
Stifel Financial
111
Stifel Financial
Missouri
$3.21M -$705K -8,952 -19%
AAM
112
Advisors Asset Management
Colorado
$3.15M -$20.9K -265 -0.7%
BGIM
113
Brandywine Global Investment Management
Pennsylvania
$3.05M -$279K -3,538 -9%
Corient Private Wealth
114
Corient Private Wealth
Florida
$3.05M -$42K -533 -1%
TCAM
115
Turtle Creek Asset Management
Ontario, Canada
$2.98M -$63K -800 -2%
YCM
116
Yousif Capital Management
Michigan
$2.91M -$94.2K -1,196 -3%
IA
117
IFG Advisory
Georgia
$2.89M +$1.55M +19,659 +143%
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$2.86M -$938K -11,915 -26%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$2.81M -$280K -3,550 -10%
IMRF
120
Illinois Municipal Retirement Fund
Illinois
$2.79M – – –
COPPSERS
121
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.73M +$167K +2,118 +7%
AG
122
Algert Global
California
$2.62M – – –
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$2.6M +$22.9K +291 +1%
Deutsche Bank
124
Deutsche Bank
Germany
$2.52M -$848K -10,761 -27%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$2.47M -$66K -838 -3%
3 4
5
6 7

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.