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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
MIM
426
Macroview Investment Management
Maryland
$2.6K -$7.74K -80 -77%
OC
427
Oakworth Capital
Alabama
$2.6K +$2.32K +24 New
RTL
428
Red Tortoise LLC
Georgia
$2.49K
PGAM
429
Princeton Global Asset Management
New Jersey
$2.17K +$1.93K +20 New
TIM
430
Tortoise Investment Management
New York
$2.06K
Fuller & Thaler Asset Management
431
Fuller & Thaler Asset Management
California
$2.06K +$193 +2 +12%
AFWM
432
Abich Financial Wealth Management
Virginia
$2.06K +$1.84K +19 New
BTI
433
Blue Trust Inc
Georgia
$2K -$13.6K -141 -89%
HBW
434
Hazlett, Burt & Watson
West Virginia
$2K
HNB
435
Huntington National Bank
Ohio
$1.95K -$2.22K -23 -56%
UB
436
UMB Bank
Missouri
$1.74K
SIC
437
SJS Investment Consulting
Ohio
$1.63K -$193 -2 -12%
M
438
MOTCO
Texas
$1.63K
CWC
439
Carolinas Wealth Consulting
North Carolina
$1.55K
DPW
440
DiNuzzo Private Wealth
Pennsylvania
$1.41K +$1.26K +13 New
WTC
441
WhitTier Trust Company
Nevada
$1.41K
LA
442
LM Advisors
California
$1.41K +$1.26K +13 New
VCM
443
Versant Capital Management
Arizona
$1.19K
TWP
444
TFO Wealth Partners
Ohio
$1.08K
WIA
445
Wetzel Investment Advisors
Indiana
$1K +$483 +5 New
DWA
446
Delos Wealth Advisors
Texas
$976
FWM
447
Focused Wealth Management
New York
$675
HIA
448
Harbor Investment Advisory
Maryland
$650
JFGIW
449
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$543 +$483 +5 New
CPG
450
Cornerstone Planning Group
New Jersey
$434

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.