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457 hedge funds and large institutions have $7.44B invested in Oshkosh in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 158 increasing their positions, 163 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

14% more capital invested

Capital invested by funds: $6.55B → $7.44B (+$896M)

7% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $16.6M

0% more funds holding

Funds holding: 455457 (+2)

3% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 163

1.24% less ownership

Funds ownership: 92.36%91.12% (-1.2%)

Holders
457
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
6.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
65
Increased
158
Reduced
163
Closed
56
Calls
$17.8M
Puts
$16.6M
Net Calls
+$1.24M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
226
Orion Portfolio Solutions
Nebraska
$783K -$57.4K -515 -8%
SAM
227
Steinberg Asset Management
New York
$769K -$28.1K -252 -4%
Kovitz Investment Group Partners
228
Kovitz Investment Group Partners
Illinois
$752K +$672K +6,031 New
Jane Street
229
Jane Street
New York
$751K -$4.01M -36,032 -86%
PI
230
PineBridge Investments
New York
$748K -$457K -4,099 -41%
VI
231
Vestcor Inc
New Brunswick, Canada
$744K +$123K +1,103 +23%
HI
232
Harbour Investments
Wisconsin
$720K +$20.9K +188 +3%
CT
233
ClearAlpha Technologies
Connecticut
$720K +$643K +5,775 New
DADC
234
D.A. Davidson & Co
Montana
$719K +$642K +5,763 New
CWA
235
Carolina Wealth Advisors
South Carolina
$718K -$557 -5 -0.1%
PAG
236
Private Advisor Group
New Jersey
$718K -$86.3K -775 -12%
RCAG
237
Rehmann Capital Advisory Group
Michigan
$708K -$52.3K -470 -8%
Public Employees Retirement Association of Colorado
238
Public Employees Retirement Association of Colorado
Colorado
$695K
TI
239
Tidal Investments
Wisconsin
$694K +$110K +991 +22%
ET
240
Entropy Technologies
New York
$685K +$612K +5,495 New
TCM
241
Tributary Capital Management
Nebraska
$683K -$165K -1,484 -21%
AFG
242
ABLE Financial Group
Arizona
$672K -$24.1K -216 -4%
YIH
243
Y-Intercept (HK)
Hong Kong
$671K +$599K +5,379 New
SAM
244
Securian Asset Management
Minnesota
$664K -$22.8K -205 -4%
C
245
Covestor
United Kingdom
$661K +$128K +1,148 +28%
KAS
246
Kestra Advisory Services
Texas
$649K +$580K +5,206 New
Man Group
247
Man Group
United Kingdom
$634K -$14M -125,836 -96%
A
248
AlphaQuest
New York
$626K -$627K -5,628 -53%
CL
249
CSS LLC
Illinois
$624K +$501K +4,500 +900%
JCIA
250
Jackson Creek Investment Advisors
Colorado
$618K -$10.7K -96 -2%

OSK Hedge Fund Activity: Q1 2024 in Review

457 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2024, worth a combined $7.44B — up 14% from $6.55B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new OSK positions and 56 closed out — a net gain of 9 holders — while 158 added to existing stakes and 163 trimmed.

The largest buyer was BlackRock, adding an estimated $102M. The largest seller was Morgan Stanley, cutting an estimated $162M.

  • 457 institutional investors held Oshkosh (OSK) as of Q1 2024, up from 455 in Q4 2023.
  • Funds reported $7.44B of Oshkosh stock for Q1 2024, up 14% quarter-over-quarter.
  • 65 funds opened new Oshkosh positions in Q1 2024 and 56 closed out, a net change of +9 holders.
  • The largest Oshkosh buyer in Q1 2024 was BlackRock, an estimated $102M added.
  • The largest Oshkosh seller in Q1 2024 was Morgan Stanley, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2024.