Oshkosh
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.
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: 431 → 455 (+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: 1 → 1 (0)
12% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 162
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$144M |
| 2 |
Morgan Stanley
New York
|
+$139M |
| 3 |
BlackRock
New York
|
+$47.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$30.9M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$95.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$84.7M |
| 3 |
Aristotle Capital Management
Los Angeles,
California
|
-$31.3M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$29.6M |
| 5 |
Millennium Management
New York
|
-$28.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
501
BluePath Capital Management
Atlanta,
Georgia
| – | -$32.2K | -337 | Closed |
|
|
FMP
502
Financial Management Professionals
Austin,
Texas
| – | -$22K | -233 | Closed |
|
|
JPWM
503
Jamison Private Wealth Management
Milton,
Georgia
| – | -$19.6K | -205 | Closed |
|
|
BAAM
504
Baker Avenue Asset Management
San Francisco,
California
| – | -$8.21K | -86 | Closed |
|
|
LWCFA
505
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$4.6K | -50 | Closed |
|
506
EARNEST Partners
Atlanta,
Georgia
| – | -$3.05K | -32 | Closed |
|
|
PFBT
507
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$2.48K | -26 | Closed |
|
|
NC
508
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$2.1K | -22 | Closed |
|
|
CA
509
Centerpoint Advisors
Needham,
Massachusetts
| – | -$1K | -11 | Closed |
|
|
PWMG
510
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$1.05K | -11 | Closed |
|
|
WWP
511
WR Wealth Planners
Columbia,
Missouri
| – | -$95 | -1 | Closed |
|
|
BFEC
512
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | +$290 | +3 | New |
|
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.