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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
GS
326
GTS Securities
New York
$323K +$336K +3,222 New
CAPTRUST Financial Advisors
327
CAPTRUST Financial Advisors
North Carolina
$314K -$6.56K -63 -2%
GAM
328
Groupama Asset Management
France
$314K +$407K +3,904 New
AIM
329
Aigen Investment Management
New York
$310K +$322K +3,091 New
AIA
330
Angeles Investment Advisors
California
$310K -$17.7K -170 -5%
PD
331
Point72 (DIFC)
United Arab Emirates
$309K +$104K +1,000 +48%
FFBTD
332
First Financial Bank - Trust Division
Ohio
$303K -$12K -115 -4%
TRCT
333
Tower Research Capital (TRC)
New York
$303K +$191K +1,834 +155%
HW
334
Hancock Whitney
Mississippi
$297K
PP
335
Paloma Partners
Connecticut
$293K +$71.2K +683 +30%
FIA
336
Foundations Investment Advisors
Arizona
$291K +$76.8K +737 +34%
ProShare Advisors
337
ProShare Advisors
Maryland
$284K -$25.7K -247 -8%
PCM
338
Penserra Capital Management
California
$282K +$233K +2,239 +381%
Kovitz Investment Group Partners
339
Kovitz Investment Group Partners
Illinois
$280K -$7.61K -73 -2%
NP
340
NorthRock Partners
Minnesota
$277K -$56.8K -545 -16%
Cambridge Investment Research Advisors
341
Cambridge Investment Research Advisors
Iowa
$276K +$52.2K +501 +22%
OAM
342
Oxford Asset Management
United Kingdom
$270K +$76.3K +732 +37%
FNA
343
First National Advisers
Nebraska
$267K +$13.3K +128 +5%
HWAM
344
Hennion & Walsh Asset Management
New Jersey
$266K -$10.3K -99 -4%
CWM
345
Cornerstone Wealth Management
Missouri
$264K -$57.4K -551 -17%
OAC
346
OMERS Administration Corp
Ontario, Canada
$261K +$271K +2,600 New
SCM
347
Shelton Capital Management
Colorado
$257K -$10.2K -98 -4%
AAS
348
Ameritas Advisory Services
Nebraska
$250K -$10.2K -98 -4%
CMF
349
Counterpoint Mutual Funds
California
$249K +$61.3K +588 +31%
LSA
350
Leonteq Securities AG
Switzerland
$247K -$30.1K -289 -10%

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.