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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
UBS Group
126
UBS Group
Switzerland
$2.05M +$1.22M +13,453 +120%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
127
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.99M +$2.17M +23,964 New
Teacher Retirement System of Texas
128
Teacher Retirement System of Texas
Texas
$1.97M +$532K +5,861 +33%
EGM
129
Engineers Gate Manager
New York
$1.92M +$1.66M +18,328 +383%
KTA
130
Keeley-Teton Advisors
Illinois
$1.91M -$48.6K -536 -2%
SO
131
STRS Ohio
Ohio
$1.88M +$248K +2,728 +14%
Two Sigma Investments
132
Two Sigma Investments
New York
$1.87M +$1.31M +14,446 +181%
GC
133
Guggenheim Capital
Illinois
$1.83M +$1.15M +12,629 +134%
Allspring Global Investments
134
Allspring Global Investments
North Carolina
$1.78M +$37.3K +411 +2%
MPPLM
135
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.75M +$51.9K +572 +3%
Ensign Peak Advisors
136
Ensign Peak Advisors
Utah
$1.74M +$186K +2,050 +11%
PI
137
PEAK6 Investments
Illinois
$1.67M +$1.82M +20,050 New
Creative Planning
138
Creative Planning
Kansas
$1.61M -$11.5M -126,607 -87%
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$1.59M -$15.8K -174 -0.9%
ASRS
140
Arizona State Retirement System
Arizona
$1.58M +$45.5K +502 +3%
WT
141
Whittier Trust
California
$1.57M +$14.3K +158 +0.8%
DA
142
Duality Advisers
Florida
$1.55M +$475K +5,231 +39%
LSERS
143
Louisiana State Employees Retirement System
Louisiana
$1.44M -$18.1K -200 -1%
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$1.44M -$14.5K -160 -0.9%
SLWA
145
San Luis Wealth Advisors
California
$1.43M +$1.55M +17,132 New
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$1.42M -$54.7K -603 -3%
AIP
147
Ameritas Investment Partners
Nebraska
$1.4M
SOMRS
148
State of Michigan Retirement System
Michigan
$1.37M -$9.07K -100 -0.6%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$1.37M +$1.49M +16,467 New
Prudential Financial
150
Prudential Financial
New Jersey
$1.37M +$1.11M +12,183 +271%

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.