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Oshkosh
OSK

Overview Fund Activity

386 hedge funds and large institutions have $4.92B invested in Oshkosh in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+6
Holders Change %
+1.58%
% of All Funds
6.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
53
Increased
136
Reduced
134
Closed
43
Calls
$12.7M
Puts
$10.1M
Net Calls
+$2.6M
Net Calls Change
+$3.44M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$574M
2
Invesco
2
Invesco
Georgia
$77.1M
3
BlackRock
3
BlackRock
New York
$502M
4
GA
4
Greenhaven Associates
New York
$163M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$60.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$370M
2
Victory Capital Management
2
Victory Capital Management
Texas
$247M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$787K
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$5.65M
5
Deutsche Bank
5
Deutsche Bank
Germany
$3.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Moran Wealth Management
Florida
$652K +$9.82K +118 +2%
HVIA
202
Hudson Valley Investment Advisors
New York
$633K -$57.7K -694 -8%
NEWAS
203
N.E.W. Advisory Services
Wisconsin
$632K +$1.25K +15 +0.2%
BCI
204
Brinker Capital Investments
Pennsylvania
$624K -$452K -5,434 -42%
OPS
205
Orion Portfolio Solutions
Nebraska
$624K +$624K +7,502 New
SAM
206
Shell Asset Management
Netherlands
$620K -$2.16K -26 -0.3%
US Bancorp
207
US Bancorp
Minnesota
$595K -$8.15K -98 -1%
Balyasny Asset Management
208
Balyasny Asset Management
Illinois
$589K +$435K +5,228 +282%
PTC
209
Petrus Trust Company
Texas
$581K +$581K +6,988 New
QCM
210
Quantinno Capital Management
New York
$563K +$192K +2,312 +52%
FFBTD
211
First Financial Bank - Trust Division
Ohio
$560K -$40.3K -485 -7%
Wellington Management Group
212
Wellington Management Group
Massachusetts
$559K +$25.4K +305 +5%
OCBCO
213
Oversea-Chinese Banking Corp (OCBC)
Singapore
$546K +$546K +6,569 New
SWA
214
SOA Wealth Advisors
New York
$540K +$83 +1 +0%
XT
215
XTX Topco
Cayman Islands
$516K +$516K +6,204 New
TIM
216
Thompson Investment Management
Wisconsin
$508K -$2.15M -25,833 -81%
DBRC
217
D.B. Root & Company
Pennsylvania
$503K -$232K -2,786 -32%
SAM
218
Securian Asset Management
Minnesota
$497K – – –
TCM
219
Tributary Capital Management
Nebraska
$484K +$5.82K +70 +1%
KI
220
Kula Investments
Illinois
$471K +$471K +5,666 New
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$463K – – –
SEC
222
Seven Eight Capital
New York
$460K +$460K +5,530 New
MSRPS
223
Maryland State Retirement & Pension System
Maryland
$449K – – –
MSWM
224
McGlone Suttner Wealth Management
Wisconsin
$441K -$23.1K -278 -5%
HI
225
Harbour Investments
Wisconsin
$441K +$3.24K +39 +0.7%
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