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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
HIA
451
Harbor Investment Advisory
Maryland
$748
JFGIW
452
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$624
WIA
453
Wetzel Investment Advisors
Indiana
$588
CPG
454
Cornerstone Planning Group
New Jersey
$458
IPW
455
Impact Partnership Wealth
Georgia
$374 -$93.8K -842 -100%
TWP
456
TFO Wealth Partners
Ohio
$374 -$780 -7 -70%
LFG
457
Larson Financial Group
Missouri
$279
ECM
458
ExodusPoint Capital Management
New York
-$7.87M -72,554 Closed
LIP
459
Lighthouse Investment Partners
Florida
-$6.08M -56,040 Closed
Balyasny Asset Management
460
Balyasny Asset Management
Illinois
-$5.44M -50,188 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
461
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$4.98M -45,907 Closed
Tudor Investment Corp
462
Tudor Investment Corp
Connecticut
-$4.84M -44,609 Closed
JFG
463
Jefferies Financial Group
New York
-$3.57M -32,976 Closed
Acadian Asset Management
464
Acadian Asset Management
Massachusetts
-$2.9M -26,737 Closed
WMSA
465
Weiss Multi-Strategy Advisers
New York
-$2.68M -24,747 Closed
D.E. Shaw & Co
466
D.E. Shaw & Co
New York
-$2.32M -20,810 Closed
HF
467
HRT Financial
New York
-$1.61M -14,870 Closed
FNBOO
468
First National Bank of Omaha
Nebraska
-$1.6M -14,802 Closed
MMHP
469
Murphy Middleton Hinkle & Parker
Georgia
-$1.59M -14,662 Closed
EGM
470
Engineers Gate Manager
New York
-$1.45M -13,374 Closed
IG
471
ING Group
Netherlands
-$1.27M -11,700 Closed
BCM
472
Bayesian Capital Management
New York
-$1.2M -11,100 Closed
PHK
473
Point72 Hong Kong
Hong Kong
-$1.14M -10,521 Closed
PMEF
474
Point72 Middle East FZE
United Arab Emirates
-$693K -6,393 Closed
SM
475
Sciencast Management
New Jersey
-$663K -6,112 Closed

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.