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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
PCS
351
Personal CFO Solutions
New Jersey
$206K +$184K +1,651 New
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$204K -$2.45K -22 -1%
CAM
353
Claret Asset Management
Quebec, Canada
$202K +$180K +1,618 New
QCG
354
Quadrant Capital Group
Ohio
$180K
Lazard Asset Management
355
Lazard Asset Management
New York
$169K -$2.23K -20 -1%
MCM
356
Manchester Capital Management
Vermont
$166K
GAA
357
Global Assets Advisory
Florida
$163K +$2.24M +20,077 New
KBC Group
358
KBC Group
Belgium
$157K +$3.23K +29 +2%
BCA
359
Bray Capital Advisors
Florida
$150K
SOW
360
State of Wyoming
Wyoming
$147K -$141K -1,262 -52%
WT
361
Washington Trust
Rhode Island
$125K
BF
362
BOK Financial
Oklahoma
$123K -$5.79K -52 -5%
WT
363
Whittier Trust
California
$97.5K +$18K +162 +26%
HFM
364
Harvest Fund Management
China
$80K +$71.2K +639 New
VNA
365
Valley National Advisers
Pennsylvania
$77K +$10.7K +96 +18%
AWM
366
Avior Wealth Management
Nebraska
$76.2K +$68K +611 New
GI
367
GAMMA Investing
California
$72.5K +$21.9K +197 +51%
PS
368
Principal Securities
Iowa
$71.5K -$11.8K -106 -16%
Nomura Asset Management
369
Nomura Asset Management
Japan
$69.8K -$12.3K -110 -16%
PCM
370
Penserra Capital Management
California
$65K +$7.02K +63 +14%
Kayne Anderson Rudnick Investment Management
371
Kayne Anderson Rudnick Investment Management
California
$63.1K -$891 -8 -2%
CFB
372
Cullen/Frost Bankers
Texas
$62.4K
CTC
373
Central Trust Company
Missouri
$56.7K -$27.8K -250 -35%
VWM
374
Venturi Wealth Management
Texas
$56K +$14.6K +131 +41%
AAP
375
Arax Advisory Partners
Colorado
$55.3K +$223 +2 +0.5%

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.