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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
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$39.8M +$9.67M +86,850 +37%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$38.9M +$419K +3,758 +1%
DCM
28
Driehaus Capital Management
Illinois
$38.5M +$12.1M +109,057 +55%
Amundi
29
Amundi
France
$37M -$4.47M -40,148 -11%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$32.3M -$11.9M -106,700 -29%
HAI
31
Hennessy Advisors Inc
California
$31.4M +$3.46M +31,100 +14%
Principal Financial Group
32
Principal Financial Group
Iowa
$30.7M +$690K +6,192 +3%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$29.6M +$1.43M +12,841 +6%
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$27.9M -$3.66M -32,847 -13%
First Trust Advisors
35
First Trust Advisors
Illinois
$27.5M +$6.82M +61,246 +39%
N
36
Nuveen
North Carolina
$27.2M -$1.4M -12,547 -5%
BFA
37
Bragg Financial Advisors
North Carolina
$26M +$32.3K +290 +0.1%
Victory Capital Management
38
Victory Capital Management
Texas
$25.8M +$21.5M +193,062 +1,369%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$24.2M -$695K -6,236 -3%
PFC
40
Poplar Forest Capital
California
$24.1M -$437K -3,928 -2%
Ameriprise
41
Ameriprise
Minnesota
$22.7M +$1.71M +15,392 +9%
JP Morgan Chase
42
JP Morgan Chase
New York
$22.3M +$1.07M +9,639 +6%
Goldman Sachs
43
Goldman Sachs
New York
$22.3M -$1.72M -15,401 -8%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$21.8M +$21K +189 +0.1%
Two Sigma Investments
45
Two Sigma Investments
New York
$21.4M -$15.1M -135,667 -44%
Macquarie Group
46
Macquarie Group
Australia
$21M +$78.5K +705 +0.4%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$20.3M +$3.96M +35,584 +28%
RMDI
48
R.M. Davis Inc
Maine
$20.3M +$1.19M +10,642 +7%
SC
49
Skylands Capital
Wisconsin
$20M +$329K +2,950 +2%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$19.3M -$3.89M -34,959 -18%

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.