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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
SOMRS
176
State of Michigan Retirement System
Michigan
$2.01M +$44.5K +400 +3%
FDCDDQ
177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2M
DM
178
Delphi Management
Massachusetts
$1.99M +$140K +1,257 +9%
Mariner
179
Mariner
Kansas
$1.98M -$16.5K -148 -0.9%
CAM
180
ClariVest Asset Management
California
$1.91M -$3.98M -35,695 -70%
NMIMC
181
Northwestern Mutual Investment Management Company
Wisconsin
$1.82M +$4.12K +37 +0.3%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$1.82M +$15.5K +139 +1%
COPPSERS
183
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.8M +$4.01K +36 +0.2%
AIP
184
Ameritas Investment Partners
Nebraska
$1.8M
NMERB
185
New Mexico Educational Retirement Board
New Mexico
$1.67M
MAM
186
Martingale Asset Management
Massachusetts
$1.59M -$21.2K -190 -1%
Creative Planning
187
Creative Planning
Kansas
$1.56M +$134K +1,202 +11%
EAM
188
Eagle Asset Management
Florida
$1.56M -$80.7K -725 -5%
CIC
189
Cornercap Investment Counsel
Georgia
$1.55M +$49.3K +443 +4%
VPIM
190
Vanguard Personalized Indexing Management
California
$1.52M -$319K -2,866 -19%
Sumitomo Mitsui Trust Group
191
Sumitomo Mitsui Trust Group
Japan
$1.51M +$1.35M +12,086 New
Citigroup
192
Citigroup
New York
$1.45M -$393K -3,529 -23%
URS
193
Utah Retirement Systems
Utah
$1.41M
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$1.39M -$105K -939 -8%
VOYA Investment Management
195
VOYA Investment Management
Georgia
$1.38M -$152K -1,362 -11%
Verition Fund Management
196
Verition Fund Management
Connecticut
$1.37M -$1.14M -10,281 -48%
CAM
197
Cresset Asset Management
Illinois
$1.36M +$310K +2,787 +34%
HIS
198
Horizon Investment Services
Indiana
$1.33M +$789K +7,080 +196%
Wealth Enhancement Advisory Services
199
Wealth Enhancement Advisory Services
Minnesota
$1.32M -$740K -6,648 -39%
GLA
200
Good Life Advisors
Pennsylvania
$1.26M -$1K -9 -0.1%

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.