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Oshkosh

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
Group One Trading
376
Group One Trading
Illinois
$33.9K +$30.3K +313 New
NSIM
377
North Star Investment Management
Illinois
$32.5K
QL
378
Quarry LP
New York
$31.8K -$18.8K -194 -40%
IA
379
IFP Advisors
Florida
$31.1K -$14.6K -151 -34%
LC
380
Lindbrook Capital
California
$28.6K -$1.26K -13 -5%
TH
381
TCTC Holdings
Texas
$27.4K +$24.5K +253 New
CAS
382
Coppell Advisory Solutions
Texas
$23.9K +$21.3K +220 New
BC
383
Bartlett & Co
Ohio
$22K +$19.3K +200 New
Daiwa Securities Group
384
Daiwa Securities Group
Japan
$22K +$19.3K +200 New
BCWM
385
Bartlett & Co Wealth Management
Ohio
$21.8K +$19.3K +200 New
BWM
386
BKM Wealth Management
Wisconsin
$21.7K +$19.3K +200 New
GRP
387
Global Retirement Partners
California
$19.7K +$15.4K +159 +568%
LOIM
388
Liberty One Investment Management
Illinois
$17.6K +$5.32K +55 +51%
ST
389
Smithfield Trust
Pennsylvania
$17K
WAS
390
Winch Advisory Services
Wisconsin
$16.3K +$97 +1 +0.7%
POIA
391
Pin Oak Investment Advisors
Texas
$16K
AA
392
AlphaMark Advisors
Kentucky
$15K
PA
393
Parallel Advisors
California
$14.3K -$10.2K -106 -45%
BSB
394
Bangor Savings Bank
Maine
$13.3K
FFA
395
Farther Finance Advisors
California
$13.2K +$7.16K +74 +154%
TIM
396
Thompson Investment Management
Wisconsin
$12.4K
EBA
397
Eagle Bay Advisors
New York
$12.4K -$68.7K -710 -86%
FP
398
Financial Perspectives
Minnesota
$12.3K
PTC
399
Private Trust Company
Ohio
$12.3K +$290 +3 +3%
PA
400
PSI Advisors
Florida
$11.7K +$97 +1 +0.9%

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.