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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
Mariner
176
Mariner
Kansas
$1.73M -$36.2K -374 -2%
SOMRS
177
State of Michigan Retirement System
Michigan
$1.7M +$9.67K +100 +0.6%
Citigroup
178
Citigroup
New York
$1.64M +$372K +3,850 +34%
VPIM
179
Vanguard Personalized Indexing Management
California
$1.64M -$70.1K -725 -5%
HF
180
HRT Financial
New York
$1.61M -$3.35M -34,631 -70%
PRC
181
Pearl River Capital
Michigan
$1.61M +$256K +2,645 +22%
FNBOO
182
First National Bank of Omaha
Nebraska
$1.6M -$39.1K -404 -3%
DM
183
Delphi Management
Massachusetts
$1.59M +$725K +7,499 +104%
AI
184
Atria Investments
North Carolina
$1.59M +$33.7K +349 +2%
MMHP
185
Murphy Middleton Hinkle & Parker
Georgia
$1.59M +$97 +1 +0%
NMIMC
186
Northwestern Mutual Investment Management Company
Wisconsin
$1.58M +$6.87K +71 +0.5%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$1.57M +$11.8K +122 +0.9%
AIP
188
Ameritas Investment Partners
Nebraska
$1.57M -$19.5K -202 -1%
COPPSERS
189
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.56M +$117K +1,210 +9%
Victory Capital Management
190
Victory Capital Management
Texas
$1.53M -$112K -1,155 -8%
OQS
191
Occudo Quantitative Strategies
Florida
$1.51M +$1.35M +13,946 New
NMERB
192
New Mexico Educational Retirement Board
New Mexico
$1.45M
EGM
193
Engineers Gate Manager
New York
$1.45M -$1.37M -14,210 -52%
EAM
194
Eagle Asset Management
Florida
$1.45M +$1.29M +13,369 New
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$1.42M -$62.9K -650 -5%
MAM
196
Martingale Asset Management
Massachusetts
$1.4M -$329K -3,402 -21%
VI
197
Versor Investments
New York
$1.38M -$443K -4,578 -26%
Axa
198
Axa
France
$1.35M +$1.2M +12,441 New
VOYA Investment Management
199
VOYA Investment Management
Georgia
$1.34M +$142K +1,466 +13%
Zurich Cantonal Bank
200
Zurich Cantonal Bank
Switzerland
$1.31M +$120K +1,244 +11%

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.