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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
CCM
276
Coldstream Capital Management
Washington
$451K -$8.58K -77 -2%
AAS
277
Avantax Advisory Services
Texas
$451K -$8.13K -73 -2%
BC
278
Bowman & Company
Wisconsin
$449K +$1.11K +10 +0.3%
TRCT
279
Tower Research Capital (TRC)
New York
$447K -$438K -3,934 -52%
DBIA
280
Dumont & Blake Investment Advisors
New Jersey
$443K +$395K +3,550 New
NRD
281
Nebula Research & Development
New York
$440K +$393K +3,532 New
ACI
282
Alpha Cubed Investments
California
$436K +$390K +3,500 New
CGH
283
Crossmark Global Holdings
Texas
$433K +$28.1K +252 +8%
BBVA
284
Banco Bilbao Vizcaya Argentaria
Spain
$422K +$376K +3,379 New
CC
285
Callan Capital
California
$421K
VI
286
Versor Investments
New York
$412K -$1.05M -9,458 -74%
NP
287
NorthRock Partners
Minnesota
$410K +$15K +135 +4%
AIA
288
Angeles Investment Advisors
California
$407K
ProShare Advisors
289
ProShare Advisors
Maryland
$398K -$27.5K -247 -7%
MWPCG
290
Measured Wealth Private Client Group
New Hampshire
$393K +$123K +1,106 +54%
CS
291
Candriam SCA
Luxembourg
$389K +$347K +3,120 New
DBRC
292
D.B. Root & Company
Pennsylvania
$384K -$28.5K -256 -8%
RFA
293
Register Financial Advisors
Georgia
$382K +$668 +6 +0.2%
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$376K +$112K +1,002 +50%
AA
295
ALPS Advisors
Colorado
$375K +$335K +3,010 New
HW
296
Hancock Whitney
Mississippi
$375K -$21.3K -191 -6%
PCM
297
Prelude Capital Management
New York
$373K +$333K +2,993 New
UCI
298
Uncommon Cents Investing
Wisconsin
$363K +$74.6K +670 +30%
CWM
299
Cornerstone Wealth Management
Missouri
$360K -$16.8K -151 -5%
CI Investments Inc
300
CI Investments Inc
Ontario, Canada
$354K -$91.2K -819 -22%

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.