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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
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$2.47M -$18.1K -230 -0.8%
SGI
127
Summit Global Investments
Utah
$2.3M +$2.09M +26,568 New
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$2.29M +$35.7K +453 +2%
SF
129
Synovus Financial
Georgia
$2.29M -$147K -1,870 -7%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$2.11M -$170K -2,161 -8%
GC
131
Guggenheim Capital
Illinois
$2.1M +$175K +2,228 +10%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$2.1M -$51.1K -649 -3%
QT
133
Quantbot Technologies
New York
$2.07M -$1.5M -19,001 -44%
Asset Management One
134
Asset Management One
Japan
$2.02M -$590K -7,494 -24%
DA
135
Duality Advisers
Florida
$1.96M +$315K +3,998 +22%
MPPLM
136
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.95M +$116K +1,474 +7%
KTA
137
Keeley-Teton Advisors
Illinois
$1.95M -$41K -520 -2%
CF
138
Covea Finance
France
$1.82M +$1.65M +21,000 New
Ensign Peak Advisors
139
Ensign Peak Advisors
Utah
$1.81M – – –
Allspring Global Investments
140
Allspring Global Investments
North Carolina
$1.81M -$41K -520 -2%
CC
141
Cipher Capital
New York
$1.8M +$974K +12,366 +147%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$1.79M +$266K +3,378 +20%
GIA
143
GHP Investment Advisors
Colorado
$1.78M +$475K +6,031 +54%
SO
144
STRS Ohio
Ohio
$1.73M -$209K -2,650 -12%
Creative Planning
145
Creative Planning
Kansas
$1.69M +$17.1K +217 +1%
SSA
146
Schonfeld Strategic Advisors
New York
$1.68M +$523K +6,641 +52%
Canada Pension Plan Investment Board
147
Canada Pension Plan Investment Board
Ontario, Canada
$1.66M -$3.36M -42,600 -69%
LSERS
148
Louisiana State Employees Retirement System
Louisiana
$1.65M +$142K +1,800 +10%
OPERF
149
Oregon Public Employees Retirement Fund
Oregon
$1.64M -$15.8K -200 -1%
ASRS
150
Arizona State Retirement System
Arizona
$1.59M -$44.2K -561 -3%
4 5
6
7 8

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.