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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
FCA
326
FinTrust Capital Advisors
South Carolina
$249K
RIL
327
Rothschild Investment LLC
Illinois
$249K
SWM
328
Silverlake Wealth Management
Vermont
$249K
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$247K +$220K +1,979 New
FFS
330
Founders Financial Securities
Maryland
$241K +$1K +9 +0.5%
FWM
331
FFT Wealth Management
Pennsylvania
$238K +$212K +1,908 New
HWAM
332
Hennion & Walsh Asset Management
New Jersey
$236K +$211K +1,894 New
TW
333
Trajan Wealth
Arizona
$236K +$211K +1,893 New
PA
334
Profund Advisors
Maryland
$236K +$211K +1,891 New
CC
335
Corton Capital
Ontario, Canada
$231K +$207K +1,855 New
SAM
336
Smartleaf Asset Management
Massachusetts
$228K -$102K -920 -33%
CIBC Asset Management
337
CIBC Asset Management
Ontario, Canada
$228K +$204K +1,829 New
PWM
338
Perigon Wealth Management
California
$227K +$203K +1,821 New
SI
339
Stephens Inc
Arkansas
$226K +$201K +1,809 New
Canada Pension Plan Investment Board
340
Canada Pension Plan Investment Board
Ontario, Canada
$224K -$6.96M -62,500 -97%
SW
341
SlateStone Wealth
Florida
$224K +$200K +1,800 New
GAM
342
Groupama Asset Management
France
$222K +$7.91K +71 +4%
BPA
343
Beacon Pointe Advisors
California
$220K +$197K +1,765 New
FFM
344
Forum Financial Management
Illinois
$220K +$196K +1,763 New
FIA
345
Foundations Investment Advisors
Arizona
$219K +$195K +1,753 New
CPIG
346
Chicago Partners Investment Group
Illinois
$218K -$13.6K -122 -6%
PGFC
347
Peapack-Gladstone Financial Corp
New Jersey
$217K +$194K +1,746 New
AWM
348
AE Wealth Management
Kansas
$216K -$155K -1,394 -45%
LTAS
349
Linden Thomas Advisory Services
North Carolina
$214K +$191K +1,717 New
MYAM
350
Meiji Yasuda Asset Management
Japan
$209K +$187K +1,676 New

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.