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370 hedge funds and large institutions have $4.2B invested in Oshkosh in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 146 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $21.1M | Put options by funds: $13.7M

0.62% more ownership

Funds ownership: 90.89%91.51% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 146

9% less funds holding

Funds holding: 407370 (-37)

14% less capital invested

Capital invested by funds: $4.91B → $4.2B (-$708M)

46% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 71

Holders
370
Holders Change
-37
Holders Change %
-9.09%
% of All Funds
6.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
133
Reduced
146
Closed
71
Calls
$21.1M
Puts
$13.7M
Net Calls
+$7.39M
Net Calls Change
-$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$566M +$4.28M +52,574 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$434M +$3.59M +44,117 +0.7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$411M +$3.2M +39,379 +0.7%
BlackRock
4
BlackRock
New York
$400M +$6.97M +85,744 +2%
American Century Companies
5
American Century Companies
Missouri
$226M +$683K +8,401 +0.3%
Victory Capital Management
6
Victory Capital Management
Texas
$202M +$9.22M +113,433 +4%
State Street
7
State Street
Massachusetts
$125M +$2.48M +30,506 +2%
GA
8
Greenhaven Associates
New York
$122M +$141M +1,739,974 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$100M +$7.49M +92,111 +7%
Morgan Stanley
10
Morgan Stanley
New York
$71.3M -$2.33M -28,660 -3%
Canada Life
11
Canada Life
Manitoba, Canada
$68M +$332K +4,087 +0.4%
AllianceBernstein
12
AllianceBernstein
Tennessee
$65.5M -$10.3M -126,763 -12%
JP Morgan Chase
13
JP Morgan Chase
New York
$64.1M +$7.88M +96,962 +12%
Citadel Advisors
14
Citadel Advisors
Florida
$62.1M +$59.6M +732,596 +487%
Bank of America
15
Bank of America
North Carolina
$61.7M -$3.59M -44,087 -5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$59.6M -$67.9K -835 -0.1%
LSV Asset Management
17
LSV Asset Management
Illinois
$59.6M -$18.2M -224,262 -21%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$50.2M -$1.44M -17,682 -2%
Norges Bank
19
Norges Bank
Norway
$44.5M +$7.08M +87,004 +16%
Charles Schwab
20
Charles Schwab
California
$42.5M +$1.64M +20,137 +3%
Northern Trust
21
Northern Trust
Illinois
$40.7M -$3.18M -39,156 -6%
EIC
22
Equity Investment Corp
Georgia
$37.6M +$3.04M +37,342 +8%
Invesco
23
Invesco
Georgia
$36.4M -$1.22M -15,012 -3%
SEI Investments
24
SEI Investments
Pennsylvania
$31.1M +$2.26M +27,797 +7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$27M +$4.64M +57,104 +17%

OSK Hedge Fund Activity: Q3 2022 in Review

370 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2022, worth a combined $4.2B — down 14% from $4.91B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of OSK and 38 opened new positions — a net loss of 33 holders — while 146 trimmed existing stakes and 133 added.

The largest buyer was Greenhaven Associates, opening a new position worth an estimated $141M. The largest seller was Boston Partners, exiting entirely with an estimated $92M sold.

  • 370 institutional investors held Oshkosh (OSK) as of Q3 2022, down from 407 in Q2 2022.
  • Funds reported $4.2B of Oshkosh stock for Q3 2022, down 14% quarter-over-quarter.
  • 38 funds opened new Oshkosh positions in Q3 2022 and 71 closed out, a net change of -33 holders.
  • The largest Oshkosh buyer in Q3 2022 was Greenhaven Associates, an estimated $141M added.
  • The largest Oshkosh seller in Q3 2022 was Boston Partners, an estimated $92M sold.

Based on aggregated 13F filings for Q3 2022.