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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
BlackRock
1
BlackRock
New York
$917M +$47.6M +492,059 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$773M +$21.2M +219,375 +3%
Aristotle Capital Management
3
Aristotle Capital Management
California
$715M -$31.3M -324,093 -5%
GA
4
Greenhaven Associates
New York
$268M +$1.07M +11,100 +0.5%
Morgan Stanley
5
Morgan Stanley
New York
$249M +$139M +1,441,335 +168%
State Street
6
State Street
Massachusetts
$215M +$9.68M +100,095 +5%
LSV Asset Management
7
LSV Asset Management
Illinois
$200M +$144M +1,486,402 +411%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$189M +$11.9M +122,786 +8%
American Century Companies
9
American Century Companies
Missouri
$162M -$95.6M -988,364 -40%
Invesco
10
Invesco
Georgia
$128M +$30.9M +319,370 +37%
AllianceBernstein
11
AllianceBernstein
Tennessee
$111M -$3.55M -36,750 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$109M +$2.9M +29,980 +3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$109M +$22.9M +236,688 +31%
Bank of America
14
Bank of America
North Carolina
$103M +$8.24M +85,173 +10%
Canada Life
15
Canada Life
Manitoba, Canada
$93.1M -$1.47M -15,240 -2%
Citadel Advisors
16
Citadel Advisors
Florida
$88.2M -$84.7M -875,776 -52%
Norges Bank
17
Norges Bank
Norway
$83.5M -$8.29M -85,775 -10%
Millennium Management
18
Millennium Management
New York
$83.4M -$28.6M -295,429 -28%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$74.8M -$3.2M -33,111 -5%
Charles Schwab
20
Charles Schwab
California
$72.4M +$1.71M +17,712 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$72.2M -$2.73M -28,280 -4%
EIC
22
Equity Investment Corp
Georgia
$62.4M -$745K -7,709 -1%
Northern Trust
23
Northern Trust
Illinois
$59.6M +$1.44M +14,891 +3%
AQR Capital Management
24
AQR Capital Management
Connecticut
$59.5M +$11.4M +117,658 +27%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$39.6M -$3.79M -39,200 -10%

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.