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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$33.9M +$197K +1,707 +0.5%
HAI
27
Hennessy Advisors Inc
California
$32.2M +$5.26M +45,500 +18%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$30.9M -$30.1M -260,513 -48%
Victory Capital Management
29
Victory Capital Management
Texas
$30.6M +$8.74M +75,572 +36%
Point72 Asset Management
30
Point72 Asset Management
Connecticut
$28.5M -$6.4M -55,357 -17%
First Trust Advisors
31
First Trust Advisors
Illinois
$26.9M +$3.25M +28,123 +13%
DCM
32
Driehaus Capital Management
Illinois
$24.1M -$9.97M -86,179 -28%
Principal Financial Group
33
Principal Financial Group
Iowa
$23.6M -$3.3M -28,555 -12%
N
34
Nuveen
North Carolina
$23.2M -$465K -4,017 -2%
BFA
35
Bragg Financial Advisors
North Carolina
$22.6M +$55.3K +478 +0.2%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$21.9M -$2.42M -20,913 -9%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$20.8M -$142K -1,230 -0.6%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$19.9M -$8.67M -75,000 -29%
OAM
39
Oberweis Asset Management
Illinois
$19.8M +$5.66M +48,959 +37%
UBS AM
40
UBS AM
Illinois
$19.3M +$6.83M +59,092 +49%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$18.4M -$58.4K -505 -0.3%
JP Morgan Chase
42
JP Morgan Chase
New York
$18.1M -$1.32M -11,440 -6%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$17.9M +$339K +2,930 +2%
Macquarie Group
44
Macquarie Group
Australia
$17.9M -$413K -3,568 -2%
RMDI
45
R.M. Davis Inc
Maine
$17.3M -$265K -2,291 -1%
SC
46
Skylands Capital
Wisconsin
$17.2M -$113K -975 -0.6%
Ameriprise
47
Ameriprise
Minnesota
$17.2M -$2.66M -23,041 -13%
Capital World Investors
48
Capital World Investors
California
$16.2M
Allianz Asset Management
49
Allianz Asset Management
Germany
$15.4M +$4.05M +35,030 +33%
Two Sigma Investments
50
Two Sigma Investments
New York
$15.4M -$3.4M -29,415 -17%

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.