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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.

New
Increased
Maintained
Reduced
Closed

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: 431455 (+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: 11 (0)

12% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 162

Holders
455
Holders Change
+24
Holders Change %
+5.57%
% of All Funds
6.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
84
Increased
142
Reduced
162
Closed
57
Calls
$28.5M
Puts
$15.5M
Net Calls
+$12.9M
Net Calls Change
+$3.48M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Skylands Capital
Wisconsin
$17M -$1.85M -19,125 -11%
Prudential Financial
52
Prudential Financial
New Jersey
$16.7M -$22.3M -230,277 -60%
RMDI
53
R.M. Davis Inc
Maine
$16.5M -$2.46M -25,397 -14%
Capital World Investors
54
Capital World Investors
California
$16.3M
SSA
55
Schonfeld Strategic Advisors
New York
$16M +$5.31M +54,961 +59%
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$15.9M -$11.1M -114,808 -44%
PAM
57
Panagora Asset Management
Massachusetts
$15.5M -$6.43M -66,484 -32%
HKAM
58
Horizon Kinetics Asset Management
New York
$14.7M -$83.7K -866 -0.6%
MGIM
59
M&G Investment Management
United Kingdom
$14.5M -$650K -6,720 -5%
Man Group
60
Man Group
United Kingdom
$14.2M +$12.7M +130,923 New
Swiss National Bank
61
Swiss National Bank
Switzerland
$14M -$1.44M -14,900 -10%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$13.8M +$419K +4,334 +4%
Legal & General Group
63
Legal & General Group
United Kingdom
$13.3M -$746K -7,712 -6%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$13.3M -$570K -5,892 -5%
WCM
65
Wedge Capital Management
North Carolina
$13.1M -$458K -4,740 -4%
UBS AM
66
UBS AM
Illinois
$13M +$943K +9,752 +9%
Barclays
67
Barclays
United Kingdom
$11.9M +$2.38M +24,581 +29%
Truist Financial
68
Truist Financial
North Carolina
$11.5M -$1.25M -12,975 -11%
EB
69
Eastern Bank
Massachusetts
$11.3M +$58.9K +609 +0.6%
GCM
70
Greenland Capital Management
New York
$10.9M +$7.71M +79,748 +383%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$10.8M +$2.01M +20,798 +26%
BS
72
Banco Santander
Spain
$10.8M +$2.82M +29,149 +41%
OAM
73
Oberweis Asset Management
Illinois
$10.7M +$4.33M +44,763 +83%
SFM
74
Systematic Financial Management
New Jersey
$10.5M +$1.39M +14,426 +17%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$10.5M +$3.48M +35,970 +59%

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.