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469 hedge funds and large institutions have $6.39B invested in Oshkosh in 2024 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 170 increasing their positions, 160 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

35% more call options, than puts

Call options by funds: $21.3M | Put options by funds: $15.8M

29% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 55

3% more funds holding

Funds holding: 457469 (+12)

6% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 160

0.83% less ownership

Funds ownership: 91.12%90.3% (-0.83%)

14% less capital invested

Capital invested by funds: $7.44B → $6.39B (-$1.06B)

Holders
469
Holders Change
+12
Holders Change %
+2.63%
% of All Funds
6.77%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
71
Increased
170
Reduced
160
Closed
55
Calls
$21.3M
Puts
$15.8M
Net Calls
+$5.45M
Net Calls Change
+$4.22M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$287K +$77.4K +669 +34%
HPC
327
HM Payson & Co
Maine
$283K +$11.6K +100 +4%
Marshall Wace
328
Marshall Wace
United Kingdom
$281K +$301K +2,600 New
AAS
329
Ameritas Advisory Services
Nebraska
$280K -$1.39K -12 -0.5%
FNA
330
First National Advisers
Nebraska
$274K -$26.5K -229 -8%
ABC
331
Associated Banc-Corp
Wisconsin
$265K -$29K -251 -9%
CWS
332
Confluence Wealth Services
Pennsylvania
$264K +$2.31K +20 +0.8%
PCMC
333
Paragon Capital Management (Colorado)
Colorado
$254K +$271K +2,346 New
LG
334
Leuthold Group
Minnesota
$252K +$269K +2,327 New
MML Investors Services
335
MML Investors Services
Massachusetts
$251K -$5.78K -50 -2%
TPI
336
Trust Point Inc
Wisconsin
$250K -$21.5K -186 -7%
ECM
337
EMC Capital Management
Texas
$248K
PFS
338
Prospera Financial Services
Texas
$248K +$17.2K +149 +7%
Cambridge Investment Research Advisors
339
Cambridge Investment Research Advisors
Iowa
$244K -$15.5K -134 -6%
PP
340
Paloma Partners
Connecticut
$243K +$260K +2,245 New
PAS
341
Point72 Asia (Singapore)
Singapore
$240K +$256K +2,216 New
FIA
342
Foundations Investment Advisors
Arizona
$234K +$47.9K +414 +24%
Mercer Global Advisors
343
Mercer Global Advisors
Colorado
$230K +$246K +2,125 New
PA
344
Procyon Advisors
Connecticut
$228K +$6.36K +55 +3%
NC
345
nVerses Capital
Florida
$227K +$243K +2,100 New
PD
346
Point72 (DIFC)
United Arab Emirates
$225K +$241K +2,083 New
P
347
Pitcairn
Pennsylvania
$224K +$6.36K +55 +3%
RIL
348
Rothschild Investment LLC
Illinois
$219K +$2.89K +25 +1%
FTWA
349
Fifth Third Wealth Advisors
Ohio
$218K +$233K +2,015 New
SWM
350
Silverlake Wealth Management
Vermont
$216K

OSK Hedge Fund Activity: Q2 2024 in Review

469 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2024, worth a combined $6.39B — down 14% from $7.44B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new OSK positions and 55 closed out — a net gain of 16 holders — while 170 added to existing stakes and 160 trimmed.

The largest buyer was American Century Companies, adding an estimated $27.2M. The largest seller was AllianceBernstein, cutting an estimated $49.9M.

  • 469 institutional investors held Oshkosh (OSK) as of Q2 2024, up from 457 in Q1 2024.
  • Funds reported $6.39B of Oshkosh stock for Q2 2024, down 14% quarter-over-quarter.
  • 71 funds opened new Oshkosh positions in Q2 2024 and 55 closed out, a net change of +16 holders.
  • The largest Oshkosh buyer in Q2 2024 was American Century Companies, an estimated $27.2M added.
  • The largest Oshkosh seller in Q2 2024 was AllianceBernstein, an estimated $49.9M sold.

Based on aggregated 13F filings for Q2 2024.