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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
SAM
276
Shell Asset Management
Netherlands
$512K +$532K +5,110 New
NRD
277
Nebula Research & Development
New York
$511K +$532K +5,102 New
SAM
278
Securian Asset Management
Minnesota
$507K -$16.2K -155 -3%
VF
279
Virtu Financial
New York
$504K +$524K +5,025 New
NC
280
nVerses Capital
Florida
$501K +$302K +2,900 +138%
DADC
281
D.A. Davidson & Co
Montana
$498K -$157K -1,505 -23%
IWC
282
Integrated Wealth Concepts
Massachusetts
$498K +$518K +4,971 New
EAM
283
Eukles Asset Management
Ohio
$491K +$6.25K +60 +1%
NS
284
NBC Securities
Alabama
$478K -$5K -48 -1%
AAS
285
Avantax Advisory Services
Texas
$474K -$33.3K -320 -6%
MM
286
MQS Management
New York
$470K +$488K +4,686 New
HPC
287
HM Payson & Co
Maine
$465K +$211K +2,024 +77%
HVIA
288
Hudson Valley Investment Advisors
New York
$465K -$33.7K -323 -7%
TCM
289
Tributary Capital Management
Nebraska
$459K +$4.69K +45 +1%
EC
290
EntryPoint Capital
New York
$456K +$474K +4,550 New
Neuberger Berman Group
291
Neuberger Berman Group
New York
$454K -$5.94K -57 -1%
MA
292
Montag & Associates
Georgia
$442K -$1.85M -17,725 -80%
US Bancorp
293
US Bancorp
Minnesota
$438K -$12.7K -122 -3%
MIA
294
MainStreet Investment Advisors
Illinois
$434K -$119K -1,140 -21%
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$431K -$19.1K -183 -4%
CJ
296
Caitlin John
Michigan
$428K +$82.8K +795 +26%
WANY
297
Wealthspire Advisors (New York)
New York
$424K -$27.2K -261 -6%
FIM
298
Freedom Investment Management
Connecticut
$424K +$95.8K +919 +28%
MSWM
299
McGlone Suttner Wealth Management
Wisconsin
$424K +$71.9K +690 +19%
Los Angeles Capital Management
300
Los Angeles Capital Management
California
$421K -$20.7M -198,644 -98%

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.