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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
Holocene Advisors
201
Holocene Advisors
New York
$1.16M -$4.1M -42,285 -78%
CIC
202
Cornercap Investment Counsel
Georgia
$1.14M -$16.4K -169 -1%
JMPWA
203
JP Morgan Private Wealth Advisors
California
$1.13M -$137K -1,411 -11%
LPL Financial
204
LPL Financial
California
$1.12M +$209K +2,156 +23%
IG
205
ING Group
Netherlands
$1.12M +$1.13M +11,700 New
TCM
206
Teza Capital Management
Illinois
$1.11M +$1.12M +11,582 New
Bank of Nova Scotia
207
Bank of Nova Scotia
Ontario, Canada
$1.1M +$1.12M +11,546 New
URS
208
Utah Retirement Systems
Utah
$1.08M
IIM
209
INTECH Investment Management
Florida
$1.08M +$1.09M +11,288 New
Citigroup
210
Citigroup
New York
$1.08M -$11.5K -119 -1%
VOYA Investment Management
211
VOYA Investment Management
Georgia
$1.04M -$48.3K -498 -4%
GCM
212
Graham Capital Management
Connecticut
$1.04M +$1.06M +10,932 New
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$1.04M +$143K +1,473 +16%
LIP
214
Lighthouse Investment Partners
Florida
$1.03M +$1.05M +10,812 New
PTC
215
Petrus Trust Company
Texas
$1.03M +$301K +3,106 +41%
QCM
216
Qsemble Capital Management
New York
$1.01M +$1.03M +10,600 New
William Blair & Company
217
William Blair & Company
Illinois
$982K -$12.1K -125 -1%
YIH
218
Y-Intercept (HK)
Hong Kong
$973K +$988K +10,191 New
VF
219
Virtu Financial
New York
$965K +$980K +10,108 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
220
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$964K +$979K +10,100 New
ESCM
221
Echo Street Capital Management
New York
$922K -$13.1K -135 -1%
TC
222
TownSquare Capital
Utah
$900K +$193K +1,994 +27%
PI
223
PineBridge Investments
New York
$879K +$893K +9,211 New
State of Tennessee, Department of Treasury
224
State of Tennessee, Department of Treasury
Tennessee
$831K -$2.36M -24,362 -74%
NEWAS
225
N.E.W. Advisory Services
Wisconsin
$796K +$70K +722 +9%

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.