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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
FNBOO
151
First National Bank of Omaha
Nebraska
$1.38M +$1.97K +23 +0.1%
MMHP
152
Murphy Middleton Hinkle & Parker
Georgia
$1.29M +$1.26M +14,656 New
MA
153
Montag & Associates
Georgia
$1.29M -$422K -4,918 -25%
Osaic Holdings
154
Osaic Holdings
Arizona
$1.26M +$49K +571 +4%
Barclays
155
Barclays
United Kingdom
$1.23M -$951K -11,081 -44%
IA
156
IFG Advisory
Georgia
$1.18M +$192K +2,242 +20%
DA
157
Duality Advisers
Florida
$1.18M +$1.15M +13,364 New
AI
158
Atria Investments
North Carolina
$1.18M +$1.14M +13,323 New
BCI
159
Brinker Capital Investments
Pennsylvania
$1.14M +$2.49K +29 +0.2%
Cambridge Investment Research Advisors
160
Cambridge Investment Research Advisors
Iowa
$1.12M +$34.2K +398 +3%
Pacer Advisors
161
Pacer Advisors
Pennsylvania
$1.11M +$1.08M +12,534 New
VPIM
162
Vanguard Personalized Indexing Management
California
$1.09M +$721K +8,399 +209%
CAN
163
Cetera Advisor Networks
California
$1.09M -$42.3K -493 -4%
Natixis Advisors
164
Natixis Advisors
Massachusetts
$1.09M -$82.9K -966 -7%
Citigroup
165
Citigroup
New York
$1.08M -$723K -8,430 -41%
WG
166
Winton Group
United Kingdom
$1.05M -$226K -2,628 -18%
URS
167
Utah Retirement Systems
Utah
$1.04M
BCM
168
Beck Capital Management
Texas
$1.03M -$24.6K -287 -2%
Bank of Nova Scotia
169
Bank of Nova Scotia
Ontario, Canada
$1.01M +$987K +11,500 New
IAN
170
Integrated Advisors Network
Texas
$1.01M +$42.7K +498 +5%
UBS Group
171
UBS Group
Switzerland
$986K -$327K -3,809 -25%
DIA
172
Dana Investment Advisors
Wisconsin
$978K +$3.86K +45 +0.4%
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$960K -$112K -1,300 -11%
William Blair & Company
174
William Blair & Company
Illinois
$945K +$255K +2,966 +38%
TRSOTSOK
175
Teachers Retirement System of the State of Kentucky
Kentucky
$930K

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.