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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
RJFSA
126
Raymond James Financial Services Advisors
Florida
$4.34M +$49.6K +445 +1%
PPW
127
Parcion Private Wealth
Washington
$4.28M +$3.82M +34,322 New
BC
128
Burney Company
Virginia
$4.06M +$336K +3,016 +10%
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$4.05M
Pathstone Holdings
130
Pathstone Holdings
New Jersey
$4M +$2.43M +21,852 +213%
T. Rowe Price Associates
131
T. Rowe Price Associates
Maryland
$3.94M +$228K +2,048 +7%
NL
132
NKCFO LLC
Illinois
$3.92M +$3.5M +31,410 New
BGIM
133
Brandywine Global Investment Management
Pennsylvania
$3.89M -$192K -1,727 -5%
YCM
134
Yousif Capital Management
Michigan
$3.88M -$76.8K -690 -2%
Franklin Resources
135
Franklin Resources
California
$3.85M -$3.73M -33,519 -52%
NIG
136
NFJ Investment Group
Texas
$3.77M -$586K -5,265 -15%
IA
137
Icon Advisers
Colorado
$3.76M
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$3.75M +$22.5K +202 +0.7%
Hudson Bay Capital Management
139
Hudson Bay Capital Management
Connecticut
$3.74M -$2.12M -19,000 -39%
Janus Henderson Group
140
Janus Henderson Group
United Kingdom
$3.74M -$24.9M -223,334 -88%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$3.65M +$660K +5,927 +25%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$3.63M +$92.9K +834 +3%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$3.6M +$366K +3,288 +13%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$3.42M +$2.7M +24,269 +773%
SF
145
Synovus Financial
Georgia
$3.41M +$15.5K +139 +0.5%
BEAM
146
Baker Ellis Asset Management
Washington
$3.4M +$39.5K +355 +1%
Walleye Capital
147
Walleye Capital
New York
$3.34M -$155K -1,396 -5%
GIA
148
GHP Investment Advisors
Colorado
$3.33M +$493K +4,424 +20%
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$3.29M -$20.7K -186 -0.7%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$3.26M +$88.8K +797 +3%

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.