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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
CWA
251
Carolina Wealth Advisors
South Carolina
$625K -$9.57K -99 -2%
SAM
252
Shell Asset Management
Netherlands
$609K -$161K -1,668 -23%
AFG
253
ABLE Financial Group
Arizona
$607K +$150K +1,551 +38%
HI
254
Harbour Investments
Wisconsin
$606K +$24.5K +253 +5%
Public Employees Retirement Association of Colorado
255
Public Employees Retirement Association of Colorado
Colorado
$604K
TW
256
TritonPoint Wealth
Maryland
$602K +$537K +5,552 New
SAM
257
Securian Asset Management
Minnesota
$600K
MIA
258
MainStreet Investment Advisors
Illinois
$582K +$34.2K +354 +7%
XT
259
XTX Topco
Cayman Islands
$581K -$171K -1,771 -25%
WANY
260
Wealthspire Advisors (New York)
New York
$575K -$15.1K -156 -3%
EA
261
Everpar Advisors
Oklahoma
$571K +$510K +5,270 New
JCIA
262
Jackson Creek Investment Advisors
Colorado
$548K -$2.42K -25 -0.5%
MSRPS
263
Maryland State Retirement & Pension System
Maryland
$539K
HVIA
264
Hudson Valley Investment Advisors
New York
$528K -$21.2K -219 -4%
VI
265
Vestcor Inc
New Brunswick, Canada
$528K
EAM
266
Eukles Asset Management
Ohio
$525K +$3.77K +39 +0.8%
SG Americas Securities
267
SG Americas Securities
New York
$514K -$884K -9,141 -66%
TI
268
Tidal Investments
Wisconsin
$496K +$127K +1,312 +40%
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
$495K -$580 -6 -0.1%
Lido Advisors
270
Lido Advisors
California
$492K +$439K +4,538 New
Neuberger Berman Group
271
Neuberger Berman Group
New York
$480K +$43.8K +453 +11%
US Bancorp
272
US Bancorp
Minnesota
$476K -$189K -1,958 -31%
TSS
273
Two Sigma Securities
New York
$467K -$1.16M -12,020 -74%
NS
274
NBC Securities
Alabama
$463K -$25.8K -267 -6%
WPC
275
White Pine Capital
Minnesota
$458K

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.