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494 hedge funds and large institutions have $6.01B invested in Oshkosh in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 181 increasing their positions, 165 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 46

5% more funds holding

Funds holding: 469494 (+25)

1.85% more ownership

Funds ownership: 90.3%92.15% (+1.9%)

10% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 165

6% less capital invested

Capital invested by funds: $6.39B → $6.01B (-$378M)

17% less call options, than puts

Call options by funds: $22.5M | Put options by funds: $27M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
494
Holders Change
+25
Holders Change %
+5.33%
% of All Funds
7.09%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
74
Increased
181
Reduced
165
Closed
46
Calls
$22.5M
Puts
$27M
Net Calls
-$4.5M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
201
Centiva Capital
New York
$1.34M +$403K +3,869 +41%
OPERF
202
Oregon Public Employees Retirement Fund
Oregon
$1.33M -$33.2K -319 -2%
Mitsubishi UFJ Trust & Banking
203
Mitsubishi UFJ Trust & Banking
Japan
$1.28M +$268K +2,575 +25%
Sumitomo Mitsui Trust Group
204
Sumitomo Mitsui Trust Group
Japan
$1.28M -$30.7K -295 -2%
William Blair & Company
205
William Blair & Company
Illinois
$1.26M -$427K -4,102 -25%
FNBOO
206
First National Bank of Omaha
Nebraska
$1.26M -$10.8K -104 -0.8%
EF
207
Empowered Funds
Pennsylvania
$1.23M -$2.83M -27,194 -69%
Creative Planning
208
Creative Planning
Kansas
$1.23M -$26.5K -254 -2%
VOYA Investment Management
209
VOYA Investment Management
Georgia
$1.22M -$121K -1,160 -9%
GF
210
Gabelli Funds
New York
$1.2M
OQS
211
Occudo Quantitative Strategies
Florida
$1.2M +$912K +8,752 +276%
IFU
212
iSAM Funds (UK)
United Kingdom
$1.17M +$930K +8,929 +324%
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$1.16M -$27.2K -261 -2%
SCM
214
Semanteon Capital Management
Massachusetts
$1.15M +$1.2M +11,478 New
AC
215
AXQ Capital
New Jersey
$1.14M +$1.19M +11,385 New
AMI
216
Amica Mutual Insurance
Rhode Island
$1.11M +$1.15M +11,047 New
PTC
217
Petrus Trust Company
Texas
$1.09M +$1.13M +10,857 New
TI
218
Tidal Investments
Wisconsin
$1.09M +$86.2K +827 +8%
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
$1.08M -$30K -288 -3%
URS
220
Utah Retirement Systems
Utah
$1.08M
IIM
221
INTECH Investment Management
Florida
$1.05M -$412K -3,950 -27%
GLA
222
Good Life Advisors
Pennsylvania
$1.05M +$49.9K +479 +5%
DBIA
223
Dumont & Blake Investment Advisors
New Jersey
$1.04M -$1.09M -10,429 -50%
VPIM
224
Vanguard Personalized Indexing Management
California
$1.04M -$19.1K -183 -2%
IMRF
225
Illinois Municipal Retirement Fund
Illinois
$993K

OSK Hedge Fund Activity: Q3 2024 in Review

494 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q3 2024, worth a combined $6.01B — down 5.9% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new OSK positions and 46 closed out — a net gain of 28 holders — while 181 added to existing stakes and 165 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $30.9M. The largest seller was Citadel Advisors, cutting an estimated $37.1M.

  • 494 institutional investors held Oshkosh (OSK) as of Q3 2024, up from 469 in Q2 2024.
  • Funds reported $6.01B of Oshkosh stock for Q3 2024, down 5.9% quarter-over-quarter.
  • 74 funds opened new Oshkosh positions in Q3 2024 and 46 closed out, a net change of +28 holders.
  • The largest Oshkosh buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $30.9M added.
  • The largest Oshkosh seller in Q3 2024 was Citadel Advisors, an estimated $37.1M sold.

Based on aggregated 13F filings for Q3 2024.