We are live on ! Find out more

494 hedge funds and large institutions have $6.01B invested in Oshkosh in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 181 increasing their positions, 165 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 46

5% more funds holding

Funds holding: 469494 (+25)

1.85% more ownership

Funds ownership: 90.3%92.15% (+1.9%)

10% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 165

6% less capital invested

Capital invested by funds: $6.39B → $6.01B (-$378M)

17% less call options, than puts

Call options by funds: $22.5M | Put options by funds: $27M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
494
Holders Change
+25
Holders Change %
+5.33%
% of All Funds
7.09%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
74
Increased
181
Reduced
165
Closed
46
Calls
$22.5M
Puts
$27M
Net Calls
-$4.5M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
251
Rehmann Capital Advisory Group
Michigan
$658K +$35K +336 +6%
Osaic Holdings
252
Osaic Holdings
Arizona
$653K -$96.3K -924 -12%
BCI
253
Brinker Capital Investments
Pennsylvania
$645K +$313 +3 +0%
OPS
254
Orion Portfolio Solutions
Nebraska
$645K +$313 +3 +0%
SAM
255
Steinberg Asset Management
New York
$618K
BFM
256
Boothbay Fund Management
New York
$615K +$639K +6,137 New
C
257
Covestor
United Kingdom
$603K +$97.2K +933 +18%
HI
258
Harbour Investments
Wisconsin
$601K +$31.5K +302 +5%
VI
259
Vestcor Inc
New Brunswick, Canada
$598K
CWA
260
Carolina Wealth Advisors
South Carolina
$593K -$57.1K -548 -8%
ADIM
261
Alpha DNA Investment Management
Maryland
$581K +$163K +1,565 +37%
CB
262
Commerce Bank
Missouri
$577K +$38.4K +369 +7%
SG Americas Securities
263
SG Americas Securities
New York
$572K -$850K -8,161 -59%
VI
264
Versor Investments
New York
$565K +$253K +2,429 +76%
CWM
265
Congress Wealth Management
Massachusetts
$564K +$586K +5,626 New
Public Employees Retirement Association of Colorado
266
Public Employees Retirement Association of Colorado
Colorado
$558K
NIMC
267
Nierenberg Investment Management Company
Washington
$557K +$579K +5,555 New
Mirae Asset Global Investments
268
Mirae Asset Global Investments
South Korea
$552K -$178K -1,709 -24%
DFCM
269
Dark Forest Capital Management
Puerto Rico
$548K +$570K +5,472 New
Franklin Resources
270
Franklin Resources
California
$532K +$531K +5,096 New
Lido Advisors
271
Lido Advisors
California
$524K +$66.8K +641 +14%
Walleye Capital
272
Walleye Capital
New York
$523K -$5.82M -55,891 -91%
AWS
273
Atria Wealth Solutions
New York
$523K -$52.3K -502 -9%
Federated Hermes
274
Federated Hermes
Pennsylvania
$521K -$39.9K -383 -7%
CL
275
CSS LLC
Illinois
$516K -$36.5K -350 -6%

OSK Hedge Fund Activity: Q3 2024 in Review

494 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2024, worth a combined $6.01B — down 5.9% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new OSK positions and 46 closed out — a net gain of 28 holders — while 181 added to existing stakes and 165 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $30.9M. The largest seller was Citadel Advisors, cutting an estimated $37.1M.

  • 494 institutional investors held Oshkosh (OSK) as of Q3 2024, up from 469 in Q2 2024.
  • Funds reported $6.01B of Oshkosh stock for Q3 2024, down 5.9% quarter-over-quarter.
  • 74 funds opened new Oshkosh positions in Q3 2024 and 46 closed out, a net change of +28 holders.
  • The largest Oshkosh buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $30.9M added.
  • The largest Oshkosh seller in Q3 2024 was Citadel Advisors, an estimated $37.1M sold.

Based on aggregated 13F filings for Q3 2024.