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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
CIC
201
Cornercap Investment Counsel
Georgia
$1.3M
IG
202
ING Group
Netherlands
$1.27M
Creative Planning
203
Creative Planning
Kansas
$1.23M -$1.07M -11,024 -49%
URS
204
Utah Retirement Systems
Utah
$1.22M
BCM
205
Bayesian Capital Management
New York
$1.2M +$338K +3,500 +46%
Osaic Holdings
206
Osaic Holdings
Arizona
$1.17M -$462K -4,778 -31%
A
207
AlphaQuest
New York
$1.15M +$1.03M +10,644 New
PHK
208
Point72 Hong Kong
Hong Kong
$1.14M +$1.02M +10,521 New
FRM
209
Fox Run Management
Connecticut
$1.14M +$629K +6,506 +164%
UBS Group
210
UBS Group
Switzerland
$1.12M -$313K -3,237 -24%
QC
211
Quadrature Capital
United Kingdom
$1.12M -$565K -5,839 -36%
Pathstone Holdings
212
Pathstone Holdings
New Jersey
$1.11M +$991K +10,251 New
William Blair & Company
213
William Blair & Company
Illinois
$1.1M -$13.4K -139 -1%
GLA
214
Good Life Advisors
Pennsylvania
$1.1M +$979K +10,121 New
PI
215
PineBridge Investments
New York
$1.09M +$85.3K +882 +10%
Pacer Advisors
216
Pacer Advisors
Pennsylvania
$1.06M +$422K +4,366 +80%
CCC
217
Chesapeake Capital Corp
Florida
$1.04M +$929K +9,605 New
National Bank of Canada
218
National Bank of Canada
Quebec, Canada
$1.03M -$6.95M -71,886 -88%
BHCM
219
Brevan Howard Capital Management
Jersey
$989K +$424K +4,383 +92%
1CP
220
17 Capital Partners
Arizona
$918K +$819K +8,467 New
CCIA
221
Campbell & Co Investment Adviser
Maryland
$914K -$1.05M -10,832 -56%
HighTower Advisors
222
HighTower Advisors
Illinois
$907K +$287K +2,964 +55%
NEWAS
223
N.E.W. Advisory Services
Wisconsin
$905K +$580 +6 +0.1%
CAM
224
Cresset Asset Management
Illinois
$878K +$194K +2,002 +33%
GC
225
Globeflex Capital
California
$873K +$779K +8,052 New

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.