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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
SCM
301
Shelton Capital Management
Colorado
$353K
FNA
302
First National Advisers
Nebraska
$345K +$308K +2,763 New
EA
303
Everpar Advisors
Oklahoma
$343K -$281K -2,519 -48%
OR
304
Olympiad Research
Connecticut
$340K +$303K +2,725 New
ABC
305
Associated Banc-Corp
Wisconsin
$337K
FHA
306
First Horizon Advisors
Tennessee
$335K
CAPTRUST Financial Advisors
307
CAPTRUST Financial Advisors
North Carolina
$318K -$123K -1,107 -30%
Susquehanna International Group
308
Susquehanna International Group
Pennsylvania
$317K -$1.18M -10,552 -81%
HPC
309
HM Payson & Co
Maine
$314K +$8.91K +80 +3%
IC
310
Innealta Capital
Texas
$313K +$58.4K +524 +26%
TPI
311
Trust Point Inc
Wisconsin
$311K +$9.47K +85 +4%
LSA
312
Leonteq Securities AG
Switzerland
$307K -$9.13K -82 -3%
CWS
313
Confluence Wealth Services
Pennsylvania
$302K +$33.4K +300 +14%
TFS
314
Thoroughbred Financial Services
Tennessee
$298K -$84.5K -759 -24%
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$298K -$5.01K -45 -2%
AAS
316
Ameritas Advisory Services
Nebraska
$296K -$35.9K -322 -11%
MML Investors Services
317
MML Investors Services
Massachusetts
$296K +$11.8K +106 +5%
ONGA
318
O'Neil Global Advisors
California
$296K +$17.8K +160 +7%
ECM
319
EMC Capital Management
Texas
$286K +$255K +2,291 New
AC
320
Aristides Capital
Kentucky
$278K +$248K +2,229 New
PFS
321
Prospera Financial Services
Texas
$267K +$238K +2,141 New
QC
322
Quadrature Capital
United Kingdom
$256K -$920K -8,259 -80%
PA
323
Procyon Advisors
Connecticut
$256K +$5.79K +52 +3%
GLA
324
Great Lakes Advisors
Illinois
$253K +$226K +2,027 New
P
325
Pitcairn
Pennsylvania
$251K -$14.7K -132 -6%

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.