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Oshkosh
OSK

Overview Fund Activity

475 hedge funds and large institutions have $5.69B invested in Oshkosh in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 153 increasing their positions, 178 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-15
Holders Change %
-3.06%
% of All Funds
6.32%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
72
Increased
153
Reduced
178
Closed
80
Calls
$12.4M
Puts
$13.8M
Net Calls
-$1.36M
Net Calls Change
+$3.15M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$193M
2
Citadel Advisors
2
Citadel Advisors
Florida
$73.7M
3
UBS Group
3
UBS Group
Switzerland
$45.5M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$26M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$23.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$759M
2
HAI
2
Hennessy Advisors Inc
California
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$154M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$37M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$95.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$244K +$35.3K +371 +17%
Kovitz Investment Group Partners
327
Kovitz Investment Group Partners
Illinois
$242K -$46.8K -492 -16%
NP
328
NorthRock Partners
Minnesota
$242K -$21.5K -226 -8%
FFM
329
Forum Financial Management
Illinois
$237K +$237K +2,488 New
VAM
330
Verity Asset Management
North Carolina
$234K +$234K +2,463 New
AAS
331
Avantax Advisory Services
Texas
$233K -$216K -2,272 -48%
RIL
332
Rothschild Investment LLC
Illinois
$225K +$34.6K +364 +18%
CWS
333
Confluence Wealth Services
Pennsylvania
$223K – – –
ABC
334
Associated Banc-Corp
Wisconsin
$220K – – –
ECM
335
EMC Capital Management
Texas
$218K -$356K -3,739 -62%
MML Investors Services
336
MML Investors Services
Massachusetts
$216K -$5.41K -57 -2%
QC
337
Quadrature Capital
United Kingdom
$215K -$1.13M -11,890 -84%
FFG
338
Fortress Financial Group
Minnesota
$206K +$206K +2,162 New
MCM
339
Manchester Capital Management
Vermont
$204K +$20.3K +214 +11%
IC
340
Innealta Capital
Texas
$204K -$285 -3 -0.1%
EA
341
Everpar Advisors
Oklahoma
$202K -$12.8K -135 -6%
NWWA
342
New Wave Wealth Advisors
Arkansas
$179K +$179K +1,884 New
PWS
343
Peterson Wealth Services
Utah
$171K +$1.71K +18 +1%
LI
344
LRI Investments
Florida
$166K +$47.6K +501 +40%
SAM
345
Smartleaf Asset Management
Massachusetts
$146K +$130K +1,380 +817%
RS
346
R Squared
Hong Kong
$142K +$142K +1,490 New
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$140K +$3.99K +42 +3%
OC
348
Oarsman Capital
Wisconsin
$139K -$6.66K -70 -5%
QCG
349
Quadrant Capital Group
Ohio
$138K +$1.43K +15 +1%
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
$138K -$11.1K -117 -7%
12 13
14
15 16