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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
MML Investors Services
351
MML Investors Services
Massachusetts
$234K +$1.04K +10 +0.4%
GCP
352
GSA Capital Partners
United Kingdom
$233K +$243K +2,330 New
PI
353
PEAK6 Investments
Illinois
$233K -$183K -1,754 -43%
TPI
354
Trust Point Inc
Wisconsin
$233K +$1.67K +16 +0.7%
CWS
355
Confluence Wealth Services
Pennsylvania
$232K -$12.8K -123 -5%
ABC
356
Associated Banc-Corp
Wisconsin
$232K -$14K -134 -5%
OSAM
357
O'Shaughnessy Asset Management
Connecticut
$229K -$47.6K -457 -17%
EA
358
Everpar Advisors
Oklahoma
$226K -$46.3K -444 -16%
CIC
359
Cornercap Investment Counsel
Georgia
$226K -$340K -3,265 -59%
QL
360
Quarry LP
New York
$224K +$233K +2,235 New
AWM
361
AE Wealth Management
Kansas
$218K +$32.6K +313 +17%
Mercer Global Advisors
362
Mercer Global Advisors
Colorado
$218K +$8.02K +77 +4%
IC
363
Innealta Capital
Texas
$215K -$75.4K -724 -25%
OR
364
Olympiad Research
Connecticut
$212K +$220K +2,116 New
PCM
365
Prelude Capital Management
New York
$212K +$220K +2,116 New
PA
366
Procyon Advisors
Connecticut
$211K
FTWA
367
Fifth Third Wealth Advisors
Ohio
$210K +$7.92K +76 +4%
CIBC World Market
368
CIBC World Market
Ontario, Canada
$204K +$212K +2,031 New
RIL
369
Rothschild Investment LLC
Illinois
$200K -$2.6K -25 -1%
SWM
370
Silverlake Wealth Management
Vermont
$200K
MCM
371
Manchester Capital Management
Vermont
$193K
ECM
372
EMC Capital Management
Texas
$179K +$390K +3,739 +163%
PWS
373
Peterson Wealth Services
Utah
$179K +$186K +1,783 New
KBC Group
374
KBC Group
Belgium
$167K +$22.9K +220 +15%
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$157K -$8.13K -78 -5%

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.