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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
Bessemer Group
401
Bessemer Group
New Jersey
$11K -$300K -3,100 -97%
AF
402
Advisornet Financial
Minnesota
$10.9K +$483 +5 +5%
DJSG
403
D.J. St. Germain
Massachusetts
$10.8K
OP
404
ORG Partners
Indiana
$10.8K
ACA
405
Atlas Capital Advisors
Wyoming
$9.32K
RA
406
Rise Advisors
New York
$9.15K
Loomis, Sayles & Company
407
Loomis, Sayles & Company
Massachusetts
$9K -$8.32K -86 -52%
PWMG
408
Private Wealth Management Group
New Jersey
$7.91K +$7.06K +73 New
S
409
Sachetta
Massachusetts
$7.91K +$7.06K +73 New
N
410
Natixis
France
$6.83K +$6.09K +63 New
CJ
411
Caitlin John
Michigan
$6.5K +$5.8K +60 New
FWM
412
FSA Wealth Management
Massachusetts
$6K +$5.13K +53 New
GEA
413
Glen Eagle Advisors
New Jersey
$5.82K -$677 -7 -11%
JWA
414
JFS Wealth Advisors
Pennsylvania
$5.53K -$1.06K -11 -18%
HCM
415
Hollencrest Capital Management
California
$5.44K +$4.83K +50 New
MFC
416
Mechanics Financial Corp
Ohio
$5.42K
ANBT
417
American National Bank & Trust
Texas
$4.99K +$4.45K +46 New
TCOV
418
Trust Company of Vermont
Vermont
$4.12K
AF
419
Allworth Financial
California
$4.01K -$1.55K -16 -30%
SWM
420
Spire Wealth Management
Virginia
$3.74K
CB
421
CNB Bank
Pennsylvania
$3.69K
Mitsubishi UFJ Asset Management
422
Mitsubishi UFJ Asset Management
Japan
$3.53K
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$3.04K
JWM
424
Janiczek Wealth Management
Colorado
$2.71K
CSC
425
Caldwell Sutter Capital
California
$2.71K

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.