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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
FMII
426
Farmers & Merchants Investments Inc
Nebraska
$3.49K
CSC
427
Caldwell Sutter Capital
California
$3.12K
JWM
428
Janiczek Wealth Management
Colorado
$3.12K
MIM
429
Macroview Investment Management
Maryland
$2.99K
OC
430
Oakworth Capital
Alabama
$2.99K
RTL
431
Red Tortoise LLC
Georgia
$2.87K
SJIM
432
St. Johns Investment Management
Florida
$2.87K +$2.56K +23 New
MG
433
Mather Group
Illinois
$2.38K +$2.45K +22 New
Fuller & Thaler Asset Management
434
Fuller & Thaler Asset Management
California
$2.37K
TIM
435
Tortoise Investment Management
New York
$2.25K -$111 -1 -5%
HNB
436
Huntington National Bank
Ohio
$2.25K
HBW
437
Hazlett, Burt & Watson
West Virginia
$2K
SIC
438
SJS Investment Consulting
Ohio
$1.87K
CWC
439
Carolinas Wealth Consulting
North Carolina
$1.79K
TAM
440
Tucker Asset Management
Colorado
$1.75K +$1.56K +14 New
GFL
441
Granite FO LLC
New Hampshire
$1.7K +$1.78K +16 New
DPW
442
DiNuzzo Private Wealth
Pennsylvania
$1.62K
WTC
443
WhitTier Trust Company
Nevada
$1.62K
LI
444
LRI Investments
Florida
$1.5K +$1.34K +12 New
VCM
445
Versant Capital Management
Arizona
$1.37K
Group One Trading
446
Group One Trading
Illinois
$1.25K -$33.7K -303 -97%
EWA
447
EverSource Wealth Advisors
Alabama
$1.24K +$891 +8 +267%
SC
448
SouthState Corp
Florida
$1.12K +$1K +9 New
FGAM
449
Financial Gravity Asset Management
Texas
$963 +$891 +8 New
CFGS
450
Concourse Financial Group Securities
Alabama
$872 +$780 +7 New

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.