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455 hedge funds and large institutions have $6.55B invested in Oshkosh in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 142 increasing their positions, 162 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $15.5M

47% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 57

17% more capital invested

Capital invested by funds: $5.62B → $6.55B (+$932M)

6% more funds holding

Funds holding: 431455 (+24)

2.42% more ownership

Funds ownership: 89.94%92.36% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 162

Holders
455
Holders Change
+24
Holders Change %
+5.57%
% of All Funds
6.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
84
Increased
142
Reduced
162
Closed
57
Calls
$28.5M
Puts
$15.5M
Net Calls
+$12.9M
Net Calls Change
+$3.48M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Kaydan Wealth Management
Michigan
$866K
X
227
Xponance
Pennsylvania
$855K +$4.83K +50 +0.6%
TC
228
TownSquare Capital
Utah
$842K -$161K -1,668 -18%
Pictet Asset Management
229
Pictet Asset Management
Switzerland
$839K +$26.1K +270 +4%
TRCT
230
Tower Research Capital (TRC)
New York
$815K +$451K +4,660 +163%
Deutsche Bank
231
Deutsche Bank
Germany
$810K +$78.9K +816 +12%
NHC
232
Nicholas Hoffman & Company
Georgia
$788K -$68.2K -705 -9%
NSAM
233
North Star Asset Management
Wisconsin
$774K +$444K +4,593 +180%
SOADOR
234
State of Alaska Department of Revenue
Alaska
$765K -$67.2K -695 -9%
TCM
235
Tributary Capital Management
Nebraska
$754K +$13.1K +135 +2%
CSA
236
Cottage Street Advisors
Massachusetts
$752K +$671K +6,940 New
BMCM
237
Burns Matteson Capital Management
New York
$736K +$656K +6,788 New
TC
238
Telemus Capital
Michigan
$727K -$84.8K -877 -12%
BCI
239
Brinker Capital Investments
Pennsylvania
$723K -$34.7K -359 -5%
OPS
240
Orion Portfolio Solutions
Nebraska
$723K -$34.7K -359 -5%
PAG
241
Private Advisor Group
New Jersey
$708K +$420K +4,347 +199%
SAM
242
Steinberg Asset Management
New York
$696K
SWA
243
SOA Wealth Advisors
New York
$696K +$97 +1 +0%
PMEF
244
Point72 Middle East FZE
United Arab Emirates
$693K -$650K -6,722 -51%
AIMCA
245
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$692K +$617K +6,380 New
Federated Hermes
246
Federated Hermes
Pennsylvania
$684K -$190K -1,966 -24%
RCAG
247
Rehmann Capital Advisory Group
Michigan
$666K -$68.3K -706 -10%
SM
248
Sciencast Management
New Jersey
$663K +$591K +6,112 New
CB
249
Commerce Bank
Missouri
$638K +$569K +5,889 New
Wolverine Trading
250
Wolverine Trading
Illinois
$638K -$164K -1,695 -22%

OSK Hedge Fund Activity: Q4 2023 in Review

455 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2023, worth a combined $6.55B — up 17% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new OSK positions and 57 closed out — a net gain of 27 holders — while 142 added to existing stakes and 162 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $144M. The largest seller was American Century Companies, cutting an estimated $95.6M.

  • 455 institutional investors held Oshkosh (OSK) as of Q4 2023, up from 431 in Q3 2023.
  • Funds reported $6.55B of Oshkosh stock for Q4 2023, up 17% quarter-over-quarter.
  • 84 funds opened new Oshkosh positions in Q4 2023 and 57 closed out, a net change of +27 holders.
  • The largest Oshkosh buyer in Q4 2023 was LSV Asset Management, an estimated $144M added.
  • The largest Oshkosh seller in Q4 2023 was American Century Companies, an estimated $95.6M sold.

Based on aggregated 13F filings for Q4 2023.