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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
CB
251
Commerce Bank
Missouri
$617K -$105K -939 -16%
MIA
252
MainStreet Investment Advisors
Illinois
$616K -$47.9K -430 -8%
EAM
253
Eukles Asset Management
Ohio
$604K +$334 +3 +0.1%
TW
254
TritonPoint Wealth
Maryland
$602K -$103K -925 -17%
VA
255
Vident Advisory
Georgia
$595K +$107K +964 +25%
HVIA
256
Hudson Valley Investment Advisors
New York
$592K -$24.5K -220 -4%
MSRPS
257
Maryland State Retirement & Pension System
Maryland
$585K
SC
258
Savant Capital
Illinois
$579K +$518K +4,647 New
US Bancorp
259
US Bancorp
Minnesota
$564K +$14.7K +132 +3%
WANY
260
Wealthspire Advisors (New York)
New York
$559K -$92.1K -827 -16%
Neuberger Berman Group
261
Neuberger Berman Group
New York
$556K +$3.56K +32 +0.7%
SAM
262
Shell Asset Management
Netherlands
$553K -$56.5K -507 -9%
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$552K -$16.1K -145 -3%
Lido Advisors
264
Lido Advisors
California
$543K -$20.4K -183 -4%
MSWM
265
McGlone Suttner Wealth Management
Wisconsin
$535K +$83.9K +753 +21%
NS
266
NBC Securities
Alabama
$531K -$2K -18 -0.4%
MFG
267
Merit Financial Group
Georgia
$525K +$511K +4,587 New
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$517K +$162K +1,454 +54%
CC
269
Centiva Capital
New York
$501K +$447K +4,018 New
OQS
270
Occudo Quantitative Strategies
Florida
$499K -$1.11M -9,943 -71%
AUB
271
Atlantic Union Bankshares
Virginia
$474K
AF
272
Advisornet Financial
Minnesota
$469K +$407K +3,658 +3,622%
WPC
273
White Pine Capital
Minnesota
$459K -$15.4K -138 -3%
BMCM
274
Burns Matteson Capital Management
New York
$456K -$349K -3,131 -46%
FFBTD
275
First Financial Bank - Trust Division
Ohio
$453K -$54.6K -490 -12%

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.