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Oshkosh
OSK

Overview Fund Activity

467 hedge funds and large institutions have $6.39B invested in Oshkosh in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 170 increasing their positions, 160 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
6.79%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
70
Increased
170
Reduced
160
Closed
54
Calls
$21.3M
Puts
$15.8M
Net Calls
+$5.45M
Net Calls Change
+$4.22M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$155M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$128M
3
Citadel Advisors
Citadel Advisors
Florida
$83.1M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$41.4M
5
Morgan Stanley
Morgan Stanley
New York
$106M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$100M
2
BlackRock
BlackRock
New York
$976M
3
Amundi
Amundi
France
$1.27M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$30.9M
5
PFC
Poplar Forest Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
426
Newbridge Financial Services Group
Florida
$8.12K +$8.12K +75 New
PWMG
427
Private Wealth Management Group
New Jersey
$7.9K – – –
VF
428
VitalStone Financial
Texas
$7.9K +$7.9K +73 New
BTI
429
Blue Trust Inc
Georgia
$7.61K +$7.61K +61 New
AF
430
Allworth Financial
California
$5.82K +$2.16K +20 +59%
JWA
431
JFS Wealth Advisors
Pennsylvania
$5.52K – – –
HCM
432
Hollencrest Capital Management
California
$5.48K +$107 +1 +2%
GJIA
433
Glass Jacobson Investment Advisors
Maryland
$4.65K – – –
EWA
434
EverSource Wealth Advisors
Alabama
$4.46K +$3.26K +30 +273%
TCOV
435
Trust Company of Vermont
Vermont
$4.11K – – –
GLR
436
Great Lakes Retirement
Ohio
$3.9K +$3.9K +36 New
CB
437
CNB Bank
Pennsylvania
$3.68K – – –
FMII
438
Farmers & Merchants Investments Inc
Nebraska
$3.03K – – –
MG
439
Mather Group
Illinois
$2.74K – – –
SWM
440
Spire Wealth Management
Virginia
$2.71K -$757 -7 -22%
JWM
441
Janiczek Wealth Management
Colorado
$2.71K – – –
CSC
442
Caldwell Sutter Capital
California
$2.71K – – –
OC
443
Oakworth Capital
Alabama
$2.6K – – –
SJIM
444
St. Johns Investment Management
Florida
$2.49K – – –
RTL
445
Red Tortoise LLC
Georgia
$2.49K – – –
UB
446
UMB Bank
Missouri
$2.16K -$1.41K -13 -39%
Fuller & Thaler Asset Management
447
Fuller & Thaler Asset Management
California
$2.06K – – –
CFGS
448
Concourse Financial Group Securities
Alabama
$2.06K +$1.3K +12 +171%
HBW
449
Hazlett, Burt & Watson
West Virginia
$2K – – –
CWC
450
Carolinas Wealth Consulting
North Carolina
$1.95K +$513 +5 +36%
16 17
18
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