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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
GWM
401
Geneos Wealth Management
Colorado
$44.2K +$4.48K +43 +11%
IA
402
IFP Advisors
Florida
$42.1K -$625 -6 -1%
CFM
403
Catalyst Funds Management
Australia
$40.1K +$41.7K +400 New
AWM
404
Avior Wealth Management
Nebraska
$38.8K -$27.2K -261 -40%
Jones Financial Companies
405
Jones Financial Companies
Missouri
$38.5K +$31.7K +304 +380%
QC
406
Quent Capital
New York
$37.7K +$2.19K +21 +6%
Bessemer Group
407
Bessemer Group
New Jersey
$36K -$8.02K -77 -18%
BIG
408
Brooklyn Investment Group
New York
$34.3K +$35.6K +342 New
S
409
SignatureFD
Georgia
$33.9K -$5.73K -55 -14%
CT
410
Caldwell Trust
Florida
$33.5K
NA
411
NewEdge Advisors
Louisiana
$30.1K
NSIM
412
North Star Investment Management
Illinois
$30.1K
TFGT
413
TS Financial Group (TSFG)
Illinois
$29K
LC
414
Lindbrook Capital
California
$27.2K +$2.81K +27 +11%
RA
415
Rise Advisors
New York
$26.8K +$208 +2 +0.8%
TH
416
TCTC Holdings
Texas
$25.4K
VSQM
417
V-Square Quantitative Management
Illinois
$24.6K +$25.5K +245 New
UB
418
UMB Bank
Missouri
$24.2K +$23K +221 +1,105%
CAS
419
Coppell Advisory Solutions
Texas
$21.1K -$19.6K -188 -47%
Canada Pension Plan Investment Board
420
Canada Pension Plan Investment Board
Ontario, Canada
$20K
CA
421
CoreCap Advisors
Michigan
$19.5K +$20.3K +195 New
WT
422
Whittier Trust
California
$19K -$40.2K -386 -67%
GRP
423
Global Retirement Partners
California
$18.4K +$3.02K +29 +19%
FFA
424
Farther Finance Advisors
California
$17.2K -$16K -154 -47%
SAM
425
Smartleaf Asset Management
Massachusetts
$16.9K -$147K -1,408 -89%

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.