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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
GC
126
Guggenheim Capital
Illinois
$3.7M +$209K +2,158 +7%
QCM
127
Quantinno Capital Management
New York
$3.69M +$172K +1,776 +5%
JFG
128
Jefferies Financial Group
New York
$3.57M +$3.19M +32,976 New
BGIM
129
Brandywine Global Investment Management
Pennsylvania
$3.57M -$185K -1,910 -5%
State of New Jersey Common Pension Fund D
130
State of New Jersey Common Pension Fund D
New Jersey
$3.52M
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$3.51M +$412K +4,256 +15%
IMRF
132
Illinois Municipal Retirement Fund
Illinois
$3.49M
YCM
133
Yousif Capital Management
Michigan
$3.45M +$967 +10 +0%
KCM
134
Kennedy Capital Management
Missouri
$3.33M +$2.97M +30,756 New
IA
135
Icon Advisers
Colorado
$3.31M
PI
136
Putnam Investments
Massachusetts
$3.28M +$2.93M +30,273 New
Treasurer of the State of North Carolina
137
Treasurer of the State of North Carolina
North Carolina
$3.23M +$116K +1,201 +4%
BC
138
Burney Company
Virginia
$3.2M +$2.48M +25,666 +661%
T. Rowe Price Associates
139
T. Rowe Price Associates
Maryland
$3.2M -$115K -1,187 -4%
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
$3.14M +$1.96M +20,231 +232%
Commonwealth Equity Services
141
Commonwealth Equity Services
Massachusetts
$3.06M -$38.3K -396 -1%
Walleye Capital
142
Walleye Capital
New York
$3.05M -$7.83M -80,943 -74%
SF
143
Synovus Financial
Georgia
$2.95M +$15.5K +160 +0.6%
BEAM
144
Baker Ellis Asset Management
Washington
$2.92M +$2.01M +20,811 +341%
Acadian Asset Management
145
Acadian Asset Management
Massachusetts
$2.9M -$11M -113,905 -81%
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$2.88M -$353K -3,648 -12%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$2.77M +$142K +1,464 +6%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$2.74M +$2.45M +25,314 New
CAN
149
Cetera Advisor Networks
California
$2.74M +$706K +7,299 +41%
CF
150
Covea Finance
France
$2.71M

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.