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Oshkosh

469 hedge funds and large institutions have $6.39B invested in Oshkosh in 2024 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 170 increasing their positions, 160 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

35% more call options, than puts

Call options by funds: $21.3M | Put options by funds: $15.8M

29% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 55

3% more funds holding

Funds holding: 457469 (+12)

6% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 160

0.83% less ownership

Funds ownership: 91.12%90.3% (-0.83%)

14% less capital invested

Capital invested by funds: $7.44B → $6.39B (-$1.06B)

Holders
469
Holders Change
+12
Holders Change %
+2.63%
% of All Funds
6.77%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
71
Increased
170
Reduced
160
Closed
55
Calls
$21.3M
Puts
$15.8M
Net Calls
+$5.45M
Net Calls Change
+$4.22M
Name Holding Trade Value Shares
Change
Change in
Stake
N
426
Natixis
France
$8.44K
S
427
Sachetta
Massachusetts
$8.35K
NFSG
428
Newbridge Financial Services Group
Florida
$8.12K +$8.67K +75 New
PWMG
429
Private Wealth Management Group
New Jersey
$7.9K
VF
430
VitalStone Financial
Texas
$7.9K +$8.44K +73 New
BTI
431
Blue Trust Inc
Georgia
$7.61K +$7.05K +61 New
AF
432
Allworth Financial
California
$5.82K +$2.31K +20 +59%
JWA
433
JFS Wealth Advisors
Pennsylvania
$5.52K
HCM
434
Hollencrest Capital Management
California
$5.48K +$116 +1 +2%
GJIA
435
Glass Jacobson Investment Advisors
Maryland
$4.65K
EWA
436
EverSource Wealth Advisors
Alabama
$4.46K +$3.47K +30 +273%
TCOV
437
Trust Company of Vermont
Vermont
$4.11K
GLR
438
Great Lakes Retirement
Ohio
$3.9K +$4.16K +36 New
CB
439
CNB Bank
Pennsylvania
$3.68K
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$3.03K
MG
441
Mather Group
Illinois
$2.74K
SWM
442
Spire Wealth Management
Virginia
$2.71K -$810 -7 -22%
CSC
443
Caldwell Sutter Capital
California
$2.71K
JWM
444
Janiczek Wealth Management
Colorado
$2.71K
OC
445
Oakworth Capital
Alabama
$2.6K
RTL
446
Red Tortoise LLC
Georgia
$2.49K
SJIM
447
St. Johns Investment Management
Florida
$2.49K
UB
448
UMB Bank
Missouri
$2.16K -$1.5K -13 -39%
Fuller & Thaler Asset Management
449
Fuller & Thaler Asset Management
California
$2.06K
CFGS
450
Concourse Financial Group Securities
Alabama
$2.06K +$1.39K +12 +171%

OSK Hedge Fund Activity: Q2 2024 in Review

469 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2024, worth a combined $6.39B — down 14% from $7.44B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new OSK positions and 55 closed out — a net gain of 16 holders — while 170 added to existing stakes and 160 trimmed.

The largest buyer was American Century Companies, adding an estimated $27.2M. The largest seller was AllianceBernstein, cutting an estimated $49.9M.

  • 469 institutional investors held Oshkosh (OSK) as of Q2 2024, up from 457 in Q1 2024.
  • Funds reported $6.39B of Oshkosh stock for Q2 2024, down 14% quarter-over-quarter.
  • 71 funds opened new Oshkosh positions in Q2 2024 and 55 closed out, a net change of +16 holders.
  • The largest Oshkosh buyer in Q2 2024 was American Century Companies, an estimated $27.2M added.
  • The largest Oshkosh seller in Q2 2024 was AllianceBernstein, an estimated $49.9M sold.

Based on aggregated 13F filings for Q2 2024.