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382 hedge funds and large institutions have $5.11B invested in Oshkosh in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 40

22% more capital invested

Capital invested by funds: $4.2B → $5.11B (+$907M)

3% more funds holding

Funds holding: 370382 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.74% less ownership

Funds ownership: 91.51%90.77% (-0.74%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

9% less call options, than puts

Call options by funds: $8.88M | Put options by funds: $9.72M

Holders
382
Holders Change
+12
Holders Change %
+3.24%
% of All Funds
6.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
64
Increased
127
Reduced
130
Closed
40
Calls
$8.88M
Puts
$9.72M
Net Calls
-$838K
Net Calls Change
-$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$661M -$43.7M -509,064 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$554M +$8.61M +100,379 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$518M +$2.33M +27,132 +0.5%
BlackRock
4
BlackRock
New York
$509M +$6.57M +76,605 +1%
American Century Companies
5
American Century Companies
Missouri
$347M +$61.9M +721,154 +22%
Victory Capital Management
6
Victory Capital Management
Texas
$289M +$34.6M +402,831 +14%
State Street
7
State Street
Massachusetts
$163M +$5.63M +65,583 +4%
GA
8
Greenhaven Associates
New York
$153M -$197K -2,300 -0.1%
Morgan Stanley
9
Morgan Stanley
New York
$89.1M -$284K -3,306 -0.3%
Canada Life
10
Canada Life
Manitoba, Canada
$85.9M +$118K +1,377 +0.1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$78.5M +$3.61M +42,064 +5%
AllianceBernstein
12
AllianceBernstein
Tennessee
$72.8M -$9.14M -106,564 -11%
Bank of America
13
Bank of America
North Carolina
$71.7M -$5.53M -64,439 -7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$64.1M +$1.07M +12,465 +2%
Norges Bank
15
Norges Bank
Norway
$59.2M +$3.27M +38,108 +6%
Charles Schwab
16
Charles Schwab
California
$55.3M +$1.93M +22,448 +4%
JP Morgan Chase
17
JP Morgan Chase
New York
$52.2M -$27.5M -320,559 -35%
Northern Trust
18
Northern Trust
Illinois
$49.7M -$1.26M -14,690 -3%
Invesco
19
Invesco
Georgia
$48.5M +$2.77M +32,313 +6%
EIC
20
Equity Investment Corp
Georgia
$47.9M +$642K +7,482 +1%
Millennium Management
21
Millennium Management
New York
$47.2M +$17.2M +200,483 +60%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$45M +$20.2M +235,525 +86%
SEI Investments
23
SEI Investments
Pennsylvania
$40.5M +$1.45M +16,927 +4%
LSV Asset Management
24
LSV Asset Management
Illinois
$34M -$39.7M -462,588 -55%
Citadel Advisors
25
Citadel Advisors
Florida
$32.7M -$44M -512,912 -58%

OSK Hedge Fund Activity: Q4 2022 in Review

382 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2022, worth a combined $5.11B — up 22% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new OSK positions and 40 closed out — a net gain of 24 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was American Century Companies, adding an estimated $61.9M. The largest seller was Citadel Advisors, cutting an estimated $44M.

  • 382 institutional investors held Oshkosh (OSK) as of Q4 2022, up from 370 in Q3 2022.
  • Funds reported $5.11B of Oshkosh stock for Q4 2022, up 22% quarter-over-quarter.
  • 64 funds opened new Oshkosh positions in Q4 2022 and 40 closed out, a net change of +24 holders.
  • The largest Oshkosh buyer in Q4 2022 was American Century Companies, an estimated $61.9M added.
  • The largest Oshkosh seller in Q4 2022 was Citadel Advisors, an estimated $44M sold.

Based on aggregated 13F filings for Q4 2022.