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431 hedge funds and large institutions have $5.62B invested in Oshkosh in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 139 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 40

58% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $16.3M

10% more capital invested

Capital invested by funds: $5.09B → $5.62B (+$527M)

10% more funds holding

Funds holding: 392431 (+39)

0.33% less ownership

Funds ownership: 90.27%89.94% (-0.33%)

7% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 150

Holders
431
Holders Change
+39
Holders Change %
+9.95%
% of All Funds
6.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
83
Increased
139
Reduced
150
Closed
40
Calls
$25.8M
Puts
$16.3M
Net Calls
+$9.45M
Net Calls Change
-$5M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
176
Osaic Holdings
Arizona
$1.48M +$287K +2,958 +23%
DA
177
Duality Advisers
Florida
$1.46M -$711K -7,338 -32%
Victory Capital Management
178
Victory Capital Management
Texas
$1.46M -$247M -2,542,696 -99%
FNBOO
179
First National Bank of Omaha
Nebraska
$1.45M -$108K -1,115 -7%
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$1.43M -$603K -6,215 -30%
CM
181
Capula Management
Cayman Islands
$1.42M +$874K +9,020 +154%
Hudson Bay Capital Management
182
Hudson Bay Capital Management
Connecticut
$1.41M -$2.75M -28,400 -66%
AWMT
183
AAFMAA Wealth Management & Trust
North Carolina
$1.4M -$74.4K -767 -5%
MMHP
184
Murphy Middleton Hinkle & Parker
Georgia
$1.4M +$1.42M +14,661 New
AIP
185
Ameritas Investment Partners
Nebraska
$1.4M -$162K -1,666 -10%
NMIMC
186
Northwestern Mutual Investment Management Company
Wisconsin
$1.38M -$3.2K -33 -0.2%
AI
187
Atria Investments
North Carolina
$1.37M -$37.1K -383 -3%
EP
188
Edgestream Partners
New Jersey
$1.36M +$829K +8,552 +149%
Natixis Advisors
189
Natixis Advisors
Massachusetts
$1.36M +$224K +2,312 +19%
DTL
190
Dynamic Technology Lab
Singapore
$1.34M +$827K +8,529 +156%
SG Americas Securities
191
SG Americas Securities
New York
$1.32M +$1.35M +13,881 New
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$1.31M +$1.1M +11,307 +465%
Sumitomo Mitsui Trust Group
193
Sumitomo Mitsui Trust Group
Japan
$1.31M +$1.33M +13,720 New
UBS Group
194
UBS Group
Switzerland
$1.29M +$55K +567 +4%
OTL
195
Oak Thistle LLC
New York
$1.28M +$1.06M +10,942 +436%
NMERB
196
New Mexico Educational Retirement Board
New Mexico
$1.28M
COPPSERS
197
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.26M -$1.78M -18,348 -58%
PMEF
198
Point72 Middle East FZE
United Arab Emirates
$1.25M -$461K -4,756 -27%
Franklin Resources
199
Franklin Resources
California
$1.21M +$1.23M +12,659 New
PRC
200
Pearl River Capital
Michigan
$1.17M +$1.18M +12,211 New

OSK Hedge Fund Activity: Q3 2023 in Review

431 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2023, worth a combined $5.62B — up 10% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new OSK positions and 40 closed out — a net gain of 43 holders — while 139 added to existing stakes and 150 trimmed.

The largest buyer was BlackRock, adding an estimated $169M. The largest seller was Victory Capital Management, cutting an estimated $247M.

  • 431 institutional investors held Oshkosh (OSK) as of Q3 2023, up from 392 in Q2 2023.
  • Funds reported $5.62B of Oshkosh stock for Q3 2023, up 10% quarter-over-quarter.
  • 83 funds opened new Oshkosh positions in Q3 2023 and 40 closed out, a net change of +43 holders.
  • The largest Oshkosh buyer in Q3 2023 was BlackRock, an estimated $169M added.
  • The largest Oshkosh seller in Q3 2023 was Victory Capital Management, an estimated $247M sold.

Based on aggregated 13F filings for Q3 2023.