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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
NMERB
176
New Mexico Educational Retirement Board
New Mexico
$908K
GI
177
GAMCO Investors
Connecticut
$882K +$858K +10,000 New
PAM
178
Paradigm Asset Management
New York
$864K +$841K +9,800 New
GIA
179
GHP Investment Advisors
Colorado
$853K +$308K +3,590 +59%
LPL Financial
180
LPL Financial
California
$851K +$33K +384 +4%
WTC
181
WhitTier Trust Company
Nevada
$836K -$40.8K -475 -5%
GC
182
Guggenheim Capital
Illinois
$830K -$1.09M -12,740 -58%
RCAG
183
Rehmann Capital Advisory Group
Michigan
$810K -$146K -1,705 -16%
SOADOR
184
State of Alaska Department of Revenue
Alaska
$807K +$6.87K +80 +0.9%
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$793K -$23.1K -269 -3%
DBRC
186
D.B. Root & Company
Pennsylvania
$779K +$1.8K +21 +0.2%
X
187
Xponance
Pennsylvania
$763K +$79.4K +925 +12%
VOYA Investment Management
188
VOYA Investment Management
Georgia
$749K +$3K +35 +0.4%
HVIA
189
Hudson Valley Investment Advisors
New York
$732K -$79.5K -927 -10%
TC
190
Telemus Capital
Michigan
$715K +$47.8K +557 +8%
NHC
191
Nicholas Hoffman & Company
Georgia
$710K
Two Sigma Investments
192
Two Sigma Investments
New York
$706K -$1.31M -15,239 -66%
KWM
193
Kaydan Wealth Management
Michigan
$704K
MWM
194
Moran Wealth Management
Florida
$681K +$663K +7,722 New
PAMS
195
Pictet Asset Management (Switzerland)
Switzerland
$677K +$279K +3,252 +74%
I
196
InceptionR
California
$675K +$657K +7,658 New
NEWAS
197
N.E.W. Advisory Services
Wisconsin
$669K +$106K +1,234 +19%
SI
198
Sapience Investments
California
$660K
SAM
199
Shell Asset Management
Netherlands
$660K -$138K -1,609 -18%
RIL
200
Rothschild Investment LLC
Illinois
$645K +$192K +2,243 +44%

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.