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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
Allianz Asset Management
151
Allianz Asset Management
Germany
$1.35M +$1.47M +16,188 New
FNBOO
152
First National Bank of Omaha
Nebraska
$1.35M +$46.5K +513 +3%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$1.34M -$3.93M -43,323 -73%
Holocene Advisors
154
Holocene Advisors
New York
$1.27M -$2.18M -24,051 -61%
Mariner
155
Mariner
Kansas
$1.27M -$48K -529 -3%
VPIM
156
Vanguard Personalized Indexing Management
California
$1.27M +$259K +2,856 +23%
AI
157
Atria Investments
North Carolina
$1.23M +$126K +1,384 +10%
MMHP
158
Murphy Middleton Hinkle & Parker
Georgia
$1.22M +$91 +1 +0%
MA
159
Montag & Associates
Georgia
$1.22M
NMIMC
160
Northwestern Mutual Investment Management Company
Wisconsin
$1.21M +$767K +8,456 +140%
IA
161
IFG Advisory
Georgia
$1.14M +$30.5K +336 +3%
Federated Hermes
162
Federated Hermes
Pennsylvania
$1.12M -$530K -5,844 -30%
E
163
Ergoteles
New York
$1.11M -$1.48M -16,342 -55%
AWMT
164
AAFMAA Wealth Management & Trust
North Carolina
$1.08M -$491K -5,412 -29%
IA
165
Icon Advisers
Colorado
$1.08M -$1.27M -14,000 -52%
EP
166
Edgestream Partners
New Jersey
$1.08M -$1.46M -16,121 -55%
Osaic Holdings
167
Osaic Holdings
Arizona
$1.06M -$126K -1,390 -10%
CAN
168
Cetera Advisor Networks
California
$1.06M +$29.6K +326 +3%
SSA
169
Schonfeld Strategic Advisors
New York
$1.06M -$329K -3,621 -22%
BCM
170
Beck Capital Management
Texas
$1.02M +$46.5K +513 +4%
FDCDDQ
171
Federation des caisses Desjardins du Quebec
Quebec, Canada
$994K +$97.4K +1,073 +10%
URS
172
Utah Retirement Systems
Utah
$989K +$9.07K +100 +0.8%
NMERB
173
New Mexico Educational Retirement Board
New Mexico
$982K +$136K +1,500 +15%
CIC
174
Cornercap Investment Counsel
Georgia
$981K +$1.07M +11,792 New
Wealth Enhancement Advisory Services
175
Wealth Enhancement Advisory Services
Minnesota
$962K +$1.05M +11,561 New

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.