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469 hedge funds and large institutions have $6.39B invested in Oshkosh in 2024 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 170 increasing their positions, 160 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

35% more call options, than puts

Call options by funds: $21.3M | Put options by funds: $15.8M

29% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 55

3% more funds holding

Funds holding: 457469 (+12)

6% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 160

0.83% less ownership

Funds ownership: 91.12%90.3% (-0.83%)

14% less capital invested

Capital invested by funds: $7.44B → $6.39B (-$1.06B)

Holders
469
Holders Change
+12
Holders Change %
+2.63%
% of All Funds
6.77%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
71
Increased
170
Reduced
160
Closed
55
Calls
$21.3M
Puts
$15.8M
Net Calls
+$5.45M
Net Calls Change
+$4.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$976M -$41.1M -355,521 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$857M +$8.69M +75,095 +1%
Aristotle Capital Management
3
Aristotle Capital Management
California
$685M -$10.4M -89,694 -1%
GA
4
Greenhaven Associates
New York
$272M +$4.27M +36,953 +1%
State Street
5
State Street
Massachusetts
$221M -$1.85M -16,037 -0.8%
LSV Asset Management
6
LSV Asset Management
Illinois
$209M -$2.13M -18,406 -0.9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$196M +$9.05M +78,235 +5%
American Century Companies
8
American Century Companies
Missouri
$155M +$27.2M +235,496 +20%
Invesco
9
Invesco
Georgia
$148M -$12.7M -109,978 -7%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$128M +$19.2M +165,794 +16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$117M +$2.63M +22,753 +2%
Morgan Stanley
12
Morgan Stanley
New York
$106M +$15.2M +131,279 +16%
Bank of America
13
Bank of America
North Carolina
$101M -$7.21M -62,297 -6%
AllianceBernstein
14
AllianceBernstein
Tennessee
$100M -$49.9M -431,605 -32%
Canada Life
15
Canada Life
Manitoba, Canada
$96.9M +$1.2M +10,367 +1%
Norges Bank
16
Norges Bank
Norway
$83.8M +$205K +1,772 +0.2%
Citadel Advisors
17
Citadel Advisors
Florida
$83.1M +$19.2M +165,611 +27%
Charles Schwab
18
Charles Schwab
California
$73.5M -$138K -1,192 -0.2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$68.3M +$306K +2,645 +0.4%
AQR Capital Management
20
AQR Capital Management
Connecticut
$66.4M +$9.91M +85,698 +16%
EIC
21
Equity Investment Corp
Georgia
$62.8M -$480K -4,146 -0.7%
Millennium Management
22
Millennium Management
New York
$61.3M -$1.72M -14,881 -3%
Northern Trust
23
Northern Trust
Illinois
$59M +$6.12M +52,889 +11%
SEI Investments
24
SEI Investments
Pennsylvania
$42.9M +$5.4M +46,649 +13%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$41.4M +$16.8M +144,963 +61%

OSK Hedge Fund Activity: Q2 2024 in Review

469 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q2 2024, worth a combined $6.39B — down 14% from $7.44B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new OSK positions and 55 closed out — a net gain of 16 holders — while 170 added to existing stakes and 160 trimmed.

The largest buyer was American Century Companies, adding an estimated $27.2M. The largest seller was AllianceBernstein, cutting an estimated $49.9M.

  • 469 institutional investors held Oshkosh (OSK) as of Q2 2024, up from 457 in Q1 2024.
  • Funds reported $6.39B of Oshkosh stock for Q2 2024, down 14% quarter-over-quarter.
  • 71 funds opened new Oshkosh positions in Q2 2024 and 55 closed out, a net change of +16 holders.
  • The largest Oshkosh buyer in Q2 2024 was American Century Companies, an estimated $27.2M added.
  • The largest Oshkosh seller in Q2 2024 was AllianceBernstein, an estimated $49.9M sold.

Based on aggregated 13F filings for Q2 2024.