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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
GWM
376
Geneos Wealth Management
Colorado
$49.6K
S
377
SignatureFD
Georgia
$49.3K +$668 +6 +2%
Bessemer Group
378
Bessemer Group
New Jersey
$49K +$32.2K +289 +281%
SPIA
379
Steward Partners Investment Advisory
New York
$48.5K +$6.01K +54 +16%
QC
380
Quent Capital
New York
$44.3K
CT
381
Caldwell Trust
Florida
$41.7K
NSIM
382
North Star Investment Management
Illinois
$37.4K
TFGT
383
TS Financial Group (TSFG)
Illinois
$37K -$6.68K -60 -17%
IA
384
IFP Advisors
Florida
$36.6K +$668 +6 +2%
RA
385
Rise Advisors
New York
$33.1K +$20.2K +181 +215%
TH
386
TCTC Holdings
Texas
$31.6K
HT
387
Headlands Technologies
Illinois
$31.2K +$27.8K +250 New
LC
388
Lindbrook Capital
California
$30.4K -$2.23K -20 -8%
ACA
389
Atlas Capital Advisors
Wyoming
$28.1K +$15.5K +139 +162%
NA
390
NewEdge Advisors
Louisiana
$26.1K -$37.3K -335 -62%
PA
391
Parallel Advisors
California
$24.7K +$7.35K +66 +50%
CA
392
CoreCap Advisors
Michigan
$23.9K +$21.4K +192 New
GRP
393
Global Retirement Partners
California
$21.5K -$1.67K -15 -8%
LOIM
394
Liberty One Investment Management
Illinois
$20.8K +$557 +5 +3%
ST
395
Smithfield Trust
Pennsylvania
$20K
POIA
396
Pin Oak Investment Advisors
Texas
$19K
WAS
397
Winch Advisory Services
Wisconsin
$18.9K
AA
398
AlphaMark Advisors
Kentucky
$18K
FFA
399
Farther Finance Advisors
California
$16.9K +$1.67K +15 +12%
RL
400
Rogco LP
Oklahoma
$16.5K -$21.8K -196 -60%

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.