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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
CS
301
Candriam SCA
Luxembourg
$418K +$74.7K +717 +21%
CIP
302
Capital Insight Partners
Arizona
$415K +$432K +4,143 New
TW
303
TritonPoint Wealth
Maryland
$414K -$52.1K -500 -11%
WPC
304
White Pine Capital
Minnesota
$409K
UCI
305
Uncommon Cents Investing
Wisconsin
$400K +$56.3K +540 +16%
ASN
306
Advisory Services Network
Georgia
$399K
A
307
AlphaQuest
New York
$394K +$379K +3,633 +1,211%
CL
308
Choreo LLC
Illinois
$393K +$102K +976 +32%
DBRC
309
D.B. Root & Company
Pennsylvania
$393K +$79.2K +760 +24%
JCIA
310
Jackson Creek Investment Advisors
Colorado
$392K -$7.19K -69 -2%
CGH
311
Crossmark Global Holdings
Texas
$384K +$59.8K +574 +18%
AUB
312
Atlantic Union Bankshares
Virginia
$381K
MFG
313
Merit Financial Group
Georgia
$379K -$74.9K -719 -16%
RFA
314
Register Financial Advisors
Georgia
$379K +$21.8K +209 +6%
PAG
315
Private Advisor Group
New Jersey
$378K -$165K -1,579 -30%
CANY
316
Caxton Associates (New York)
New York
$377K +$392K +3,758 New
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$376K -$197K -1,888 -33%
AF
318
Advisornet Financial
Minnesota
$374K
MSRPS
319
Maryland State Retirement & Pension System
Maryland
$373K -$130K -1,248 -25%
CCM
320
Coldstream Capital Management
Washington
$366K +$3.65K +35 +1%
XT
321
XTX Topco
Cayman Islands
$365K -$1.07M -10,290 -74%
CC
322
Callan Capital
California
$353K +$8.13K +78 +2%
ACI
323
Alpha Cubed Investments
California
$351K
BC
324
Bowman & Company
Wisconsin
$347K -$15.5K -149 -4%
CC
325
Corton Capital
Ontario, Canada
$325K +$338K +3,243 New

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.