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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
Citigroup
176
Citigroup
New York
$937K -$86K -948 -8%
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$934K -$138K -1,520 -12%
FC
178
FORA Capital
Florida
$933K +$438K +4,822 +75%
ACM
179
Aquatic Capital Management
Illinois
$932K -$789K -8,700 -44%
GIA
180
GHP Investment Advisors
Colorado
$930K +$136K +1,500 +16%
Natixis Advisors
181
Natixis Advisors
Massachusetts
$904K -$137K -1,508 -12%
TRSOTSOK
182
Teachers Retirement System of the State of Kentucky
Kentucky
$878K
WTC
183
WhitTier Trust Company
Nevada
$833K +$48.1K +530 +6%
GI
184
GAMCO Investors
Connecticut
$832K
William Blair & Company
185
William Blair & Company
Illinois
$816K -$82.7K -911 -8%
PAM
186
Paradigm Asset Management
New York
$815K
RCAG
187
Rehmann Capital Advisory Group
Michigan
$810K +$50.3K +554 +6%
VOYA Investment Management
188
VOYA Investment Management
Georgia
$794K +$96K +1,058 +12%
First Trust Advisors
189
First Trust Advisors
Illinois
$787K -$16M -176,569 -95%
SOADOR
190
State of Alaska Department of Revenue
Alaska
$749K -$12.8K -141 -2%
Zurich Cantonal Bank
191
Zurich Cantonal Bank
Switzerland
$748K
ACM
192
Acrisure Capital Management
Texas
$725K +$791K +8,720 New
X
193
Xponance
Pennsylvania
$722K +$2.81K +31 +0.4%
CC
194
Cipher Capital
New York
$698K +$761K +8,388 New
LPL Financial
195
LPL Financial
California
$679K -$134K -1,482 -15%
PAMS
196
Pictet Asset Management (Switzerland)
Switzerland
$678K +$43.6K +480 +6%
TC
197
Telemus Capital
Michigan
$677K +$37.5K +413 +5%
QT
198
Quantamental Technologies
New York
$676K +$737K +8,125 New
NHC
199
Nicholas Hoffman & Company
Georgia
$670K
KWM
200
Kaydan Wealth Management
Michigan
$664K

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.