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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
MWPCG
326
Measured Wealth Private Client Group
New Hampshire
$222K +$198K +2,049 New
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$218K -$17.2K -178 -8%
FCA
328
FinTrust Capital Advisors
South Carolina
$217K
RIL
329
Rothschild Investment LLC
Illinois
$217K +$193K +2,000 New
SWM
330
Silverlake Wealth Management
Vermont
$217K +$193K +2,000 New
PA
331
Procyon Advisors
Connecticut
$217K -$12.1K -125 -6%
IC
332
Innealta Capital
Texas
$215K +$192K +1,983 New
CC
333
Cipher Capital
New York
$210K +$187K +1,939 New
FFS
334
Founders Financial Securities
Maryland
$208K +$186K +1,920 New
FWCM
335
Ferguson Wellman Capital Management
Oregon
$208K +$186K +1,919 New
SI
336
Seeds Investor
New York
$207K +$185K +1,910 New
Twin Tree Management
337
Twin Tree Management
Texas
$206K +$184K +1,903 New
CPIG
338
Chicago Partners Investment Group
Illinois
$206K +$187K +1,934 New
ACM
339
Aquatic Capital Management
Illinois
$195K -$300K -3,100 -63%
GAM
340
Groupama Asset Management
France
$185K +$165K +1,706 New
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
$179K -$30.6K -316 -16%
QCG
342
Quadrant Capital Group
Ohio
$157K -$5.32K -55 -4%
Lazard Asset Management
343
Lazard Asset Management
New York
$149K +$51.5K +533 +63%
MCM
344
Manchester Capital Management
Vermont
$144K +$25.5K +264 +25%
KBC Group
345
KBC Group
Belgium
$133K +$21.8K +225 +22%
BCA
346
Bray Capital Advisors
Florida
$130K
BF
347
BOK Financial
Oklahoma
$114K +$4.25K +44 +4%
WT
348
Washington Trust
Rhode Island
$108K -$1.64K -17 -2%
GWS
349
Glassman Wealth Services
Virginia
$99.3K
IPW
350
Impact Partnership Wealth
Georgia
$91.6K +$81.7K +845 New

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.