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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
Aristotle Capital Management
1
Aristotle Capital Management
California
$617M -$7.42M -81,806 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$574M +$56.6M +623,833 +10%
BlackRock
3
BlackRock
New York
$502M +$24.7M +272,691 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$370M -$129M -1,416,533 -24%
American Century Companies
5
American Century Companies
Missouri
$322M -$6.61M -72,870 -2%
Victory Capital Management
6
Victory Capital Management
Texas
$247M -$28.5M -314,057 -10%
GA
7
Greenhaven Associates
New York
$163M +$19.9M +219,635 +13%
State Street
8
State Street
Massachusetts
$157M +$3.92M +43,172 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$118M -$1.17M -12,935 -0.9%
Morgan Stanley
10
Morgan Stanley
New York
$82.9M -$1.27M -14,035 -1%
Invesco
11
Invesco
Georgia
$77.1M +$34.1M +376,021 +68%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$76.7M +$2.83M +31,171 +4%
Canada Life
13
Canada Life
Manitoba, Canada
$75.8M -$5.43M -59,816 -6%
Bank of America
14
Bank of America
North Carolina
$74.1M +$7.01M +77,220 +9%
AllianceBernstein
15
AllianceBernstein
Tennessee
$73.2M +$4.95M +54,526 +7%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$60.3M +$19.5M +214,989 +42%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$59.4M -$1.2M -13,269 -2%
Norges Bank
18
Norges Bank
Norway
$58.3M +$2.7M +29,746 +4%
JP Morgan Chase
19
JP Morgan Chase
New York
$53.9M +$5.04M +55,542 +9%
Charles Schwab
20
Charles Schwab
California
$52.5M +$447K +4,924 +0.8%
Millennium Management
21
Millennium Management
New York
$51.6M +$7.73M +85,219 +16%
Northern Trust
22
Northern Trust
Illinois
$47.4M +$503K +5,546 +1%
EIC
23
Equity Investment Corp
Georgia
$47.1M +$2.16M +23,761 +4%
SEI Investments
24
SEI Investments
Pennsylvania
$36.6M -$1.75M -19,236 -4%
Citadel Advisors
25
Citadel Advisors
Florida
$35.2M +$4.8M +52,929 +14%

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.