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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
SC
101
Shellback Capital
Massachusetts
$6.24M +$5.57M +50,000 New
GWM
102
Greenwich Wealth Management
Connecticut
$6.17M +$62.9K +565 +1%
CIP
103
Chartwell Investment Partners
Pennsylvania
$6.12M -$314K -2,819 -5%
GCM
104
Galibier Capital Management
Ontario, Canada
$6.05M
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$5.72M -$91.1K -818 -1%
Cerity Partners
106
Cerity Partners
New York
$5.68M +$4.75M +42,648 +1,456%
AAM
107
Advisors Asset Management
Colorado
$5.63M +$465K +4,171 +10%
OAM
108
Oppenheimer Asset Management
New York
$5.61M -$301K -2,702 -6%
AB
109
Amalgamated Bank
New York
$5.56M -$103K -929 -2%
IA
110
IFG Advisory
Georgia
$5.51M -$334 -3 -0%
HSBC Holdings
111
HSBC Holdings
United Kingdom
$5.5M -$6.19M -55,554 -56%
NAS
112
Nicolet Advisory Services
Wisconsin
$5.42M +$8.91K +80 +0.2%
MA
113
Montag & Associates
Georgia
$5.3M +$2.19M +19,630 +86%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$5.17M -$6.19M -55,540 -57%
M&T Bank
115
M&T Bank
New York
$5.13M -$153K -1,370 -3%
QCM
116
Quantinno Capital Management
New York
$5.11M +$768K +6,892 +20%
Prudential Financial
117
Prudential Financial
New Jersey
$4.98M -$12.7M -113,878 -74%
IP
118
Interval Partners
New York
$4.89M -$18M -161,700 -80%
GC
119
Guggenheim Capital
Illinois
$4.88M +$554K +4,972 +15%
EF
120
Empowered Funds
Pennsylvania
$4.88M +$92.8K +833 +2%
MOACM
121
Mutual of America Capital Management
New York
$4.86M -$162K -1,457 -4%
Comerica Bank
122
Comerica Bank
Texas
$4.72M -$144K -1,293 -3%
Voloridge Investment Management
123
Voloridge Investment Management
Florida
$4.65M -$12.2M -109,202 -75%
MIM
124
MetLife Investment Management
New Jersey
$4.48M -$105K -947 -3%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$4.47M +$385K +3,454 +11%

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.