We are live on ! Find out more

455 hedge funds and large institutions have $6.55B invested in Oshkosh in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 142 increasing their positions, 162 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $15.5M

47% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 57

17% more capital invested

Capital invested by funds: $5.62B → $6.55B (+$932M)

6% more funds holding

Funds holding: 431455 (+24)

2.42% more ownership

Funds ownership: 89.94%92.36% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 162

Holders
455
Holders Change
+24
Holders Change %
+5.57%
% of All Funds
6.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
84
Increased
142
Reduced
162
Closed
57
Calls
$28.5M
Puts
$15.5M
Net Calls
+$12.9M
Net Calls Change
+$3.48M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$38.7M -$1.67M -17,230 -5%
Amundi
27
Amundi
France
$37.8M +$9.26M +95,718 +37%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$33.4M +$405K +4,184 +1%
Two Sigma Investments
29
Two Sigma Investments
New York
$33.3M -$12M -123,815 -29%
Assenagon Asset Management
30
Assenagon Asset Management
Luxembourg
$27.9M +$23.2M +239,707 +1,375%
Los Angeles Capital Management
31
Los Angeles Capital Management
California
$27.8M +$8.45M +87,343 +52%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$27.5M -$4.46M -46,166 -15%
Principal Financial Group
33
Principal Financial Group
Iowa
$26M -$71.6K -740 -0.3%
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$25.2M -$691K -7,148 -3%
N
35
Nuveen
North Carolina
$25M -$1.73M -17,869 -7%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$24.3M -$10.7M -111,074 -33%
HAI
37
Hennessy Advisors Inc
California
$23.9M +$21.3M +220,700 New
BFA
38
Bragg Financial Advisors
North Carolina
$22.6M +$123K +1,269 +0.6%
IP
39
Interval Partners
New York
$21.8M +$19.4M +200,884 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$21.7M -$268K -2,769 -1%
DCM
41
Driehaus Capital Management
Illinois
$21.6M +$14.4M +149,072 +294%
PFC
42
Poplar Forest Capital
California
$21.4M -$3.91M -40,417 -17%
Goldman Sachs
43
Goldman Sachs
New York
$21M +$1.32M +13,608 +8%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$20.6M -$1.12M -11,556 -6%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$19.2M +$235K +2,432 +1%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$18.8M -$9.03M -93,355 -35%
JP Morgan Chase
47
JP Morgan Chase
New York
$18.3M -$597K -6,178 -4%
Macquarie Group
48
Macquarie Group
Australia
$18.2M +$1.82M +18,791 +13%
Ameriprise
49
Ameriprise
Minnesota
$18M -$2.17M -22,470 -12%
First Trust Advisors
50
First Trust Advisors
Illinois
$17.2M +$7.57M +78,257 +97%

OSK Hedge Fund Activity: Q4 2023 in Review

455 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2023, worth a combined $6.55B — up 17% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new OSK positions and 57 closed out — a net gain of 27 holders — while 142 added to existing stakes and 162 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $144M. The largest seller was American Century Companies, cutting an estimated $95.6M.

  • 455 institutional investors held Oshkosh (OSK) as of Q4 2023, up from 431 in Q3 2023.
  • Funds reported $6.55B of Oshkosh stock for Q4 2023, up 17% quarter-over-quarter.
  • 84 funds opened new Oshkosh positions in Q4 2023 and 57 closed out, a net change of +27 holders.
  • The largest Oshkosh buyer in Q4 2023 was LSV Asset Management, an estimated $144M added.
  • The largest Oshkosh seller in Q4 2023 was American Century Companies, an estimated $95.6M sold.

Based on aggregated 13F filings for Q4 2023.