We are live on ! Find out more

494 hedge funds and large institutions have $6.01B invested in Oshkosh in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 181 increasing their positions, 165 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 46

5% more funds holding

Funds holding: 469494 (+25)

1.85% more ownership

Funds ownership: 90.3%92.15% (+1.9%)

10% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 165

6% less capital invested

Capital invested by funds: $6.39B → $6.01B (-$378M)

17% less call options, than puts

Call options by funds: $22.5M | Put options by funds: $27M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
494
Holders Change
+25
Holders Change %
+5.33%
% of All Funds
7.09%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
74
Increased
181
Reduced
165
Closed
46
Calls
$22.5M
Puts
$27M
Net Calls
-$4.5M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
451
Allworth Financial
California
$5.31K -$104 -1 -2%
JWA
452
JFS Wealth Advisors
Pennsylvania
$5.31K +$208 +2 +4%
FWM
453
FSA Wealth Management
Massachusetts
$5.31K +$5.52K +53 New
WSFS
454
Wilmington Savings Fund Society
Delaware
$5.31K +$5.52K +53 New
HWM
455
Hemington Wealth Management
Virginia
$5K +$5.21K +50 New
MG
456
Mather Group
Illinois
$4.97K +$2.92K +28 +127%
GJIA
457
Glass Jacobson Investment Advisors
Maryland
$4.31K
MIM
458
Macroview Investment Management
Maryland
$4.11K -$7.4K -71 -63%
CFGS
459
Concourse Financial Group Securities
Alabama
$4.01K +$2.19K +21 +111%
JIP
460
Jaffetilchin Investment Partners
Florida
$4.01K +$4.17K +40 New
TCOV
461
Trust Company of Vermont
Vermont
$3.81K
HNB
462
Huntington National Bank
Ohio
$3.81K +$2.08K +20 +111%
FMII
463
Farmers & Merchants Investments Inc
Nebraska
$2.6K -$208 -2 -7%
CSC
464
Caldwell Sutter Capital
California
$2.5K
SWM
465
Spire Wealth Management
Virginia
$2.5K
OC
466
Oakworth Capital
Alabama
$2.4K
RTL
467
Red Tortoise LLC
Georgia
$2.31K
SJIM
468
St. Johns Investment Management
Florida
$2.31K
Fuller & Thaler Asset Management
469
Fuller & Thaler Asset Management
California
$1.9K
LOIM
470
Liberty One Investment Management
Illinois
$1.83K -$14.1K -135 -88%
CWC
471
Carolinas Wealth Consulting
North Carolina
$1.81K
ATS
472
Ashton Thomas Securities
New York
$1.8K +$1.88K +18 New
CYG
473
Clean Yield Group
Vermont
$1.8K +$1.88K +18 New
FFO
474
Fortitude Family Office
Arizona
$1.6K
GFL
475
Granite FO LLC
New Hampshire
$1.6K +$1.67K +16 New

OSK Hedge Fund Activity: Q3 2024 in Review

494 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2024, worth a combined $6.01B — down 5.9% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new OSK positions and 46 closed out — a net gain of 28 holders — while 181 added to existing stakes and 165 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $30.9M. The largest seller was Citadel Advisors, cutting an estimated $37.1M.

  • 494 institutional investors held Oshkosh (OSK) as of Q3 2024, up from 469 in Q2 2024.
  • Funds reported $6.01B of Oshkosh stock for Q3 2024, down 5.9% quarter-over-quarter.
  • 74 funds opened new Oshkosh positions in Q3 2024 and 46 closed out, a net change of +28 holders.
  • The largest Oshkosh buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $30.9M added.
  • The largest Oshkosh seller in Q3 2024 was Citadel Advisors, an estimated $37.1M sold.

Based on aggregated 13F filings for Q3 2024.