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Oshkosh
OSK

392 hedge funds and large institutions have $5.09B invested in Oshkosh in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 137 increasing their positions, 155 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $25.9M | Put options by funds: $11.5M

10% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 48

3% more capital invested

Capital invested by funds: $4.92B → $5.09B (+$165M)

1% more funds holding

Funds holding: 389 → 392 (+3)

0.19% less ownership

Funds ownership: 90.46% → 90.27% (-0.19%)

12% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 155

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
392
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
6.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
137
Reduced
155
Closed
48
Calls
$25.9M
Puts
$11.5M
Net Calls
+$14.4M
Net Calls Change
+$11.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$36.8M
2
GA
Greenhaven Associates
New York
+$31.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$29.7M
4
Millennium Management
Millennium Management
New York
+$26.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$16.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$209M
2
Victory Capital Management
Victory Capital Management
Texas
-$32.2M
3
PAM
Panagora Asset Management
Massachusetts
-$28.8M
4
Morgan Stanley
Morgan Stanley
New York
-$12M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$9.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
NHC
201
Nicholas Hoffman & Company
Georgia
$696K -$788 -10 -0.1%
KWM
202
Kaydan Wealth Management
Michigan
$692K – – –
X
203
Xponance
Pennsylvania
$690K -$56.1K -712 -8%
Federated Hermes
204
Federated Hermes
Pennsylvania
$688K -$436K -5,539 -41%
AWM
205
AE Wealth Management
Kansas
$679K +$618K +7,840 New
TC
206
Telemus Capital
Michigan
$674K -$27.6K -350 -4%
PTC
207
Petrus Trust Company
Texas
$663K +$52.9K +671 +10%
NEWAS
208
N.E.W. Advisory Services
Wisconsin
$660K +$1.65K +21 +0.3%
LSA
209
Leonteq Securities AG
Switzerland
$656K -$27K -343 -4%
PAMS
210
Pictet Asset Management (Switzerland)
Switzerland
$647K -$54K -686 -8%
TC
211
TownSquare Capital
Utah
$644K +$172K +2,186 +42%
SAM
212
Shell Asset Management
Netherlands
$642K -$3.39K -43 -0.6%
VI
213
Versor Investments
New York
$640K +$582K +7,394 New
BCI
214
Brinker Capital Investments
Pennsylvania
$639K -$9.21K -117 -2%
OPS
215
Orion Portfolio Solutions
Nebraska
$639K -$9.21K -117 -2%
US Bancorp
216
US Bancorp
Minnesota
$606K -$12.2K -155 -2%
FFBTD
217
First Financial Bank - Trust Division
Ohio
$583K -$315 -4 -0.1%
HVIA
218
Hudson Valley Investment Advisors
New York
$575K -$76.4K -970 -13%
BC
219
Bridgefront Capital
Texas
$574K +$522K +6,630 New
SWA
220
SOA Wealth Advisors
New York
$560K -$1.97K -25 -0.4%
SAM
221
Steinberg Asset Management
New York
$556K +$506K +6,420 New
M1FG
222
Mach-1 Financial Group
Arkansas
$554K +$504K +6,400 New
ACM
223
Aquatic Capital Management
Illinois
$546K -$386K -4,900 -44%
DBRC
224
D.B. Root & Company
Pennsylvania
$524K +$79 +1 +0%
I
225
InceptionR
California
$523K +$476K +6,040 New
7 8
9
10 11

OSK Hedge Fund Activity: Q2 2023 in Review

392 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2023, worth a combined $5.09B — up 3.4% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new OSK positions and 48 closed out — a net gain of 5 holders — while 137 added to existing stakes and 155 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $36.8M. The largest seller was Fidelity Investments, cutting an estimated $209M.

  • 392 institutional investors held Oshkosh (OSK) as of Q2 2023, up from 389 in Q1 2023.
  • Funds reported $5.09B of Oshkosh stock for Q2 2023, up 3.4% quarter-over-quarter.
  • 53 funds opened new Oshkosh positions in Q2 2023 and 48 closed out, a net change of +5 holders.
  • The largest Oshkosh buyer in Q2 2023 was AllianceBernstein, an estimated $36.8M added.
  • The largest Oshkosh seller in Q2 2023 was Fidelity Investments, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2023.