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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
LSA
201
Leonteq Securities AG
Switzerland
$658K +$189K +2,081 +36%
MWM
202
Moran Wealth Management
Florida
$652K +$10.7K +118 +2%
HVIA
203
Hudson Valley Investment Advisors
New York
$633K -$63K -694 -8%
NEWAS
204
N.E.W. Advisory Services
Wisconsin
$632K +$1.36K +15 +0.2%
BCI
205
Brinker Capital Investments
Pennsylvania
$624K -$493K -5,434 -42%
OPS
206
Orion Portfolio Solutions
Nebraska
$624K +$681K +7,502 New
SAM
207
Shell Asset Management
Netherlands
$620K -$2.36K -26 -0.3%
US Bancorp
208
US Bancorp
Minnesota
$595K -$8.89K -98 -1%
Balyasny Asset Management
209
Balyasny Asset Management
Illinois
$589K +$474K +5,228 +282%
PTC
210
Petrus Trust Company
Texas
$581K +$634K +6,988 New
QCM
211
Quantinno Capital Management
New York
$563K +$210K +2,312 +52%
FFBTD
212
First Financial Bank - Trust Division
Ohio
$560K -$44K -485 -7%
Wellington Management Group
213
Wellington Management Group
Massachusetts
$559K +$27.7K +305 +5%
OCBCO
214
Oversea-Chinese Banking Corp (OCBC)
Singapore
$546K +$596K +6,569 New
SWA
215
SOA Wealth Advisors
New York
$540K +$91 +1 +0%
XT
216
XTX Topco
Cayman Islands
$516K +$563K +6,204 New
TIM
217
Thompson Investment Management
Wisconsin
$508K -$2.34M -25,833 -81%
DBRC
218
D.B. Root & Company
Pennsylvania
$503K -$253K -2,786 -32%
SAM
219
Securian Asset Management
Minnesota
$497K
TCM
220
Tributary Capital Management
Nebraska
$484K +$6.35K +70 +1%
KI
221
Kula Investments
Illinois
$471K +$514K +5,666 New
Public Employees Retirement Association of Colorado
222
Public Employees Retirement Association of Colorado
Colorado
$463K
SEC
223
Seven Eight Capital
New York
$460K +$502K +5,530 New
MSRPS
224
Maryland State Retirement & Pension System
Maryland
$449K
MSWM
225
McGlone Suttner Wealth Management
Wisconsin
$441K -$25.2K -278 -5%

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.