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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
C
276
Covestor
United Kingdom
$450K +$52K +538 +15%
PTC
277
Petrus Trust Company
Texas
$448K -$641K -6,632 -62%
FFBTD
278
First Financial Bank - Trust Division
Ohio
$447K -$154K -1,588 -28%
APF
279
Alaska Permanent Fund
Alaska
$441K +$393K +4,069 New
VA
280
Vident Advisory
Georgia
$412K +$83.3K +862 +29%
AUB
281
Atlantic Union Bankshares
Virginia
$412K
CCM
282
Coldstream Capital Management
Washington
$401K +$56.2K +581 +19%
AAS
283
Avantax Advisory Services
Texas
$400K -$7.64K -79 -2%
CI Investments Inc
284
CI Investments Inc
Ontario, Canada
$397K -$57.4K -594 -14%
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$397K +$66.7K +690 +23%
HIS
286
Horizon Investment Services
Indiana
$393K +$350K +3,621 New
BC
287
Bowman & Company
Wisconsin
$389K +$1.06K +11 +0.3%
MSWM
288
McGlone Suttner Wealth Management
Wisconsin
$384K -$54.4K -563 -14%
ProShare Advisors
289
ProShare Advisors
Maryland
$373K -$8.32K -86 -2%
I
290
InceptionR
California
$368K +$328K +3,391 New
CC
291
Callan Capital
California
$366K +$327K +3,377 New
DBRC
292
D.B. Root & Company
Pennsylvania
$362K +$4.93K +51 +2%
IIM
293
INTECH Investment Management
Florida
$358K -$773K -7,990 -71%
AIA
294
Angeles Investment Advisors
California
$353K
CGH
295
Crossmark Global Holdings
Texas
$349K -$1.16K -12 -0.4%
HW
296
Hancock Whitney
Mississippi
$347K -$48.3K -500 -14%
AWM
297
AE Wealth Management
Kansas
$346K -$333K -3,439 -52%
NP
298
NorthRock Partners
Minnesota
$342K +$15.9K +164 +5%
TFS
299
Thoroughbred Financial Services
Tennessee
$341K +$304K +3,149 New
Cetera Investment Advisers
300
Cetera Investment Advisers
Illinois
$340K -$3.77K -39 -1%

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.