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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
RFA
301
Register Financial Advisors
Georgia
$332K +$580 +6 +0.2%
AAS
302
Ameritas Advisory Services
Nebraska
$331K +$4.45K +46 +2%
CWM
303
Cornerstone Wealth Management
Missouri
$329K -$40.9K -423 -12%
Cerity Partners
304
Cerity Partners
New York
$318K +$283K +2,929 New
SCM
305
Shelton Capital Management
Colorado
$306K -$20.5K -212 -7%
SAM
306
Smartleaf Asset Management
Massachusetts
$302K +$268K +2,769 New
NC
307
NinePointTwo Capital
California
$297K
ABC
308
Associated Banc-Corp
Wisconsin
$293K -$1.45K -15 -0.6%
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$292K +$39.1K +404 +18%
FHA
310
First Horizon Advisors
Tennessee
$292K -$3.09K -32 -1%
TC
311
TwinBeech Capital
New York
$289K -$2.26M -23,369 -90%
LSA
312
Leonteq Securities AG
Switzerland
$275K -$120K -1,243 -33%
IFU
313
iSAM Funds (UK)
United Kingdom
$270K +$241K +2,494 New
SOW
314
State of Wyoming
Wyoming
$264K +$30.7K +318 +15%
HPC
315
HM Payson & Co
Maine
$264K -$50.8K -525 -18%
Cambridge Investment Research Advisors
316
Cambridge Investment Research Advisors
Iowa
$264K -$16.7K -173 -7%
HIIFS
317
Harel Insurance Investments & Financial Services
Israel
$263K -$2.03K -21 -0.9%
BFS
318
Bradley Foster & Sargent
Connecticut
$262K -$1.16K -12 -0.5%
TPI
319
Trust Point Inc
Wisconsin
$261K +$233K +2,407 New
MML Investors Services
320
MML Investors Services
Massachusetts
$246K -$483 -5 -0.2%
UCI
321
Uncommon Cents Investing
Wisconsin
$243K +$217K +2,240 New
Walleye Trading
322
Walleye Trading
New York
$241K +$215K +2,224 New
ONGA
323
O'Neil Global Advisors
California
$240K -$410K -4,238 -66%
P
324
Pitcairn
Pennsylvania
$233K
CWS
325
Confluence Wealth Services
Pennsylvania
$230K -$33.6K -348 -14%

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.