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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
Mariner
151
Mariner
Kansas
$1.55M +$210K +2,661 +17%
N
152
Numerai
California
$1.55M +$1.41M +17,915 New
PMEF
153
Point72 Middle East FZE
United Arab Emirates
$1.55M +$1.41M +17,871 New
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.53M +$453K +5,747 +48%
OQS
155
Occudo Quantitative Strategies
Florida
$1.53M -$841K -10,675 -38%
CAN
156
Cetera Advisor Networks
California
$1.47M +$332K +4,217 +33%
SLWA
157
San Luis Wealth Advisors
California
$1.46M -$18.7K -238 -1%
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$1.46M -$536K -6,811 -29%
EGM
159
Engineers Gate Manager
New York
$1.43M -$523K -6,646 -29%
Balyasny Asset Management
160
Balyasny Asset Management
Illinois
$1.43M +$739K +9,379 +132%
FNBOO
161
First National Bank of Omaha
Nebraska
$1.41M +$11.7K +148 +0.9%
AIP
162
Ameritas Investment Partners
Nebraska
$1.41M -$39.5K -501 -3%
SOMRS
163
State of Michigan Retirement System
Michigan
$1.39M -$31.5K -400 -2%
VPIM
164
Vanguard Personalized Indexing Management
California
$1.36M +$36K +457 +3%
AWMT
165
AAFMAA Wealth Management & Trust
North Carolina
$1.34M +$191K +2,422 +19%
AI
166
Atria Investments
North Carolina
$1.28M -$788 -10 -0.1%
NMIMC
167
Northwestern Mutual Investment Management Company
Wisconsin
$1.26M +$551 +7 +0%
E
168
Ergoteles
New York
$1.22M +$66.9K +849 +6%
AIM
169
Aigen Investment Management
New York
$1.18M +$1.07M +13,573 New
NMERB
170
New Mexico Educational Retirement Board
New Mexico
$1.16M +$126K +1,600 +14%
JMPWA
171
JP Morgan Private Wealth Advisors
California
$1.15M -$1.74M -22,045 -62%
IA
172
Icon Advisers
Colorado
$1.13M – – –
UBS Group
173
UBS Group
Switzerland
$1.12M -$917K -11,645 -47%
Osaic Holdings
174
Osaic Holdings
Arizona
$1.09M -$26.8K -340 -3%
MG
175
Marex Group
$1.09M +$599K +7,608 +152%
5 6
7
8 9

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.