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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
ASN
351
Advisory Services Network
Georgia
$83.6K +$74.6K +772 New
BAMF
352
BI Asset Management Fondsmaeglerselskab
Denmark
$79K +$70.4K +728 New
CTC
353
Central Trust Company
Missouri
$76.4K
PS
354
Principal Securities
Iowa
$73.6K +$65.7K +679 New
Nomura Asset Management
355
Nomura Asset Management
Japan
$72.6K
WT
356
Whittier Trust
California
$67.2K -$25K -259 -29%
NA
357
NewEdge Advisors
Louisiana
$59K -$73.6K -761 -58%
VNA
358
Valley National Advisers
Pennsylvania
$56K +$677 +7 +1%
Kayne Anderson Rudnick Investment Management
359
Kayne Anderson Rudnick Investment Management
California
$55.7K
CFB
360
Cullen/Frost Bankers
Texas
$54.2K
CL
361
CSS LLC
Illinois
$54.2K +$48.3K +500 New
BWM
362
Baystate Wealth Management
Massachusetts
$52.9K +$483 +5 +1%
Simplex Trading
363
Simplex Trading
Illinois
$50K -$359K -3,717 -89%
PCM
364
Penserra Capital Management
California
$49K +$2.61K +27 +6%
AAP
365
Arax Advisory Partners
Colorado
$47.9K +$193 +2 +0.5%
GWM
366
Geneos Wealth Management
Colorado
$43.1K +$774 +8 +2%
PPC
367
Park Place Capital
Alabama
$42.6K -$967 -10 -2%
GI
368
GAMMA Investing
California
$42.3K +$37.1K +384 New
S
369
SignatureFD
Georgia
$42.2K +$1.45K +15 +4%
QC
370
Quent Capital
New York
$38.5K -$2.51K -26 -7%
TFGT
371
TS Financial Group (TSFG)
Illinois
$38K
SPIA
372
Steward Partners Investment Advisory
New York
$36.3K -$2.03K -21 -6%
CT
373
Caldwell Trust
Florida
$36.2K
RL
374
Rogco LP
Oklahoma
$35.6K
VWM
375
Venturi Wealth Management
Texas
$34.5K +$10.7K +111 +54%

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.