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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
HAI
26
Hennessy Advisors Inc
California
$34M +$4.41M +42,300 +14%
Voloridge Investment Management
27
Voloridge Investment Management
Florida
$32.2M +$28.7M +275,188 +598%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$31.8M +$375K +3,603 +1%
Victory Capital Management
29
Victory Capital Management
Texas
$29.4M +$1.08M +10,328 +4%
First Trust Advisors
30
First Trust Advisors
Illinois
$28M +$3.25M +31,226 +13%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$25.1M +$23.5M +225,436 +889%
Assenagon Asset Management
32
Assenagon Asset Management
Luxembourg
$24.1M +$24.3M +233,218 +3,329%
N
33
Nuveen
North Carolina
$22.6M +$1.23M +11,827 +6%
BFA
34
Bragg Financial Advisors
North Carolina
$21M +$23K +221 +0.1%
UBS Group
35
UBS Group
Switzerland
$19.8M +$8.95M +85,874 +77%
JP Morgan Chase
36
JP Morgan Chase
New York
$19.6M +$2.97M +28,478 +17%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$19M -$290K -2,784 -1%
Squarepoint
38
Squarepoint
New York
$18.8M +$8.11M +77,804 +71%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$17.6M -$76.6K -735 -0.4%
UBS AM
40
UBS AM
Illinois
$16.6M -$1.31M -12,606 -7%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$16.4M -$156K -1,496 -0.9%
Macquarie Group
42
Macquarie Group
Australia
$16.4M -$177K -1,702 -1%
SC
43
Skylands Capital
Wisconsin
$16.1M +$162K +1,550 +1%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$16M +$10.1M +97,282 +155%
Two Sigma Investments
45
Two Sigma Investments
New York
$15.7M +$1.51M +14,484 +10%
RMDI
46
R.M. Davis Inc
Maine
$15.2M -$896K -8,598 -5%
Principal Financial Group
47
Principal Financial Group
Iowa
$15.1M -$6.99M -67,115 -31%
Capital World Investors
48
Capital World Investors
California
$15M
HKAM
49
Horizon Kinetics Asset Management
New York
$14.1M +$488K +4,680 +3%
MGP
50
M&G plc
United Kingdom
$13.8M +$943K +9,054 +7%

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.