Oshkosh
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+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: 455 → 457 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$102M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$80M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$37.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$33.2M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$162M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$33.3M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$24.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$23.5M |
| 5 |
Millennium Management
New York
|
-$20.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OP
501
ORG Partners
Roanoke,
Indiana
| – | -$10.8K | -100 | Closed |
|
502
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$9K | -80 | Closed |
|
|
ANBT
503
American National Bank & Trust
Wichita Falls,
Texas
| – | -$4.99K | -46 | Closed |
|
|
PGAM
504
Princeton Global Asset Management
Princeton,
New Jersey
| – | -$2.17K | -20 | Closed |
|
|
AFWM
505
Abich Financial Wealth Management
Ashburn,
Virginia
| – | -$2.06K | -19 | Closed |
|
|
BTI
506
Blue Trust Inc
Alpharetta,
Georgia
| – | -$2K | -18 | Closed |
|
|
M
507
MOTCO
San Antonio,
Texas
| – | -$1.63K | -15 | Closed |
|
|
LA
508
LM Advisors
San Diego,
California
| – | -$1.41K | -13 | Closed |
|
|
DWA
509
Delos Wealth Advisors
Dallas,
Texas
| – | -$976 | -9 | Closed |
|
|
FWM
510
Focused Wealth Management
Newburgh,
New York
| – | -$675 | -6 | Closed |
|
|
RCM
511
Raleigh Capital Management
Cary,
North Carolina
| – | -$417 | -4 | Closed |
|
|
AIMA
512
Ables Iannone Moore & Associates
Savannah,
Georgia
| – | -$217 | -2 | Closed |
|
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.