We are live on ! Find out more

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
BlackRock
1
BlackRock
New York
$1.17B +$102M +919,995 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$979M +$80M +718,122 +10%
Aristotle Capital Management
3
Aristotle Capital Management
California
$800M -$19.2M -172,070 -3%
GA
4
Greenhaven Associates
New York
$309M +$1.15M +10,300 +0.4%
State Street
5
State Street
Massachusetts
$257M +$8.19M +73,530 +4%
LSV Asset Management
6
LSV Asset Management
Illinois
$243M +$11.4M +102,330 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$217M -$1.22M -10,973 -0.6%
Invesco
8
Invesco
Georgia
$184M +$33.2M +298,282 +25%
AllianceBernstein
9
AllianceBernstein
Tennessee
$169M +$37.4M +336,191 +33%
American Century Companies
10
American Century Companies
Missouri
$150M -$33.3M -299,443 -20%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$132M +$5.32M +47,755 +5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$127M +$1.99M +17,910 +2%
Bank of America
13
Bank of America
North Carolina
$124M +$5.71M +51,254 +5%
Canada Life
14
Canada Life
Manitoba, Canada
$110M +$2.35M +21,063 +2%
Morgan Stanley
15
Morgan Stanley
New York
$105M -$162M -1,451,428 -63%
Norges Bank
16
Norges Bank
Norway
$96.4M +$283K +2,543 +0.3%
Charles Schwab
17
Charles Schwab
California
$84.9M +$1.36M +12,250 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$78.4M -$4.12M -36,980 -6%
Citadel Advisors
19
Citadel Advisors
Florida
$75.1M -$23.5M -211,017 -26%
EIC
20
Equity Investment Corp
Georgia
$72.9M +$960K +8,622 +1%
Millennium Management
21
Millennium Management
New York
$72.5M -$20.9M -188,103 -24%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$68.1M -$16.1M -144,658 -21%
AQR Capital Management
23
AQR Capital Management
Connecticut
$66.9M -$1.19M -10,699 -2%
Northern Trust
24
Northern Trust
Illinois
$61.4M -$6.38M -57,258 -10%
SEI Investments
25
SEI Investments
Pennsylvania
$43.7M -$785K -7,053 -2%

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.