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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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+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: 455457 (+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%)

Holders
457
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
6.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
65
Increased
158
Reduced
163
Closed
56
Calls
$17.8M
Puts
$16.6M
Net Calls
+$1.24M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$10.3M +$733K +6,578 +9%
AG
77
Algert Global
California
$10.3M +$4.33M +38,888 +89%
Retirement Systems of Alabama
78
Retirement Systems of Alabama
Alabama
$10.2M +$23.9K +215 +0.3%
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$10.2M -$1.13M -10,161 -11%
Assenagon Asset Management
80
Assenagon Asset Management
Luxembourg
$9.83M -$19.9M -178,353 -69%
CS
81
Credit Suisse
Switzerland
$9.26M +$195K +1,751 +2%
RJA
82
Raymond James & Associates
Florida
$9.1M +$51.5K +462 +0.6%
CC
83
Carlson Capital
Texas
$8.59M +$7.67M +68,900 New
Nisa Investment Advisors
84
Nisa Investment Advisors
Missouri
$8.56M -$66.8K -600 -0.9%
Wells Fargo
85
Wells Fargo
California
$8.32M +$1.15M +10,344 +18%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$8.27M -$381K -3,425 -5%
AAIS
87
ABN AMRO Investment Solutions
$7.88M -$390K -3,500 -5%
FP
88
Foundry Partners
Minnesota
$7.79M +$468K +4,203 +7%
SDIC
89
South Dakota Investment Council
South Dakota
$7.17M -$223K -2,000 -3%
TPSF
90
Texas Permanent School Fund
Texas
$7.14M +$82.6K +742 +1%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.03M +$305K +2,740 +5%
KCM
92
Kennedy Capital Management
Missouri
$6.88M +$2.72M +24,428 +79%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$6.58M -$693K -6,220 -11%
Corient Private Wealth
94
Corient Private Wealth
Florida
$6.5M -$185K -1,658 -3%
Bank of Nova Scotia
95
Bank of Nova Scotia
Ontario, Canada
$6.49M +$3.01M +27,059 +108%
Axa
96
Axa
France
$6.47M +$4.39M +39,401 +317%
Capital Fund Management (CFM)
97
Capital Fund Management (CFM)
France
$6.4M +$380K +3,415 +7%
Ohio Public Employees Retirement System (OPERS)
98
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.31M -$504K -4,527 -8%
MPI
99
Mairs & Power Inc
Minnesota
$6.3M -$294K -2,640 -5%
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$6.24M +$2.35M +21,100 +73%

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.