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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
BlackRock
1
BlackRock
New York
$903M -$1.13M -10,851 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$798M +$4.34M +41,655 +0.5%
Aristotle Capital Management
3
Aristotle Capital Management
California
$634M -$467K -4,486 -0.1%
GA
4
Greenhaven Associates
New York
$254M +$2.03M +19,442 +0.8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$212M +$30.9M +296,360 +16%
State Street
6
State Street
Massachusetts
$204M -$730K -7,002 -0.3%
LSV Asset Management
7
LSV Asset Management
Illinois
$183M -$11M -105,270 -5%
American Century Companies
8
American Century Companies
Missouri
$165M +$22M +211,567 +15%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$123M +$4.09M +39,235 +3%
Invesco
10
Invesco
Georgia
$122M -$15.6M -149,683 -11%
AllianceBernstein
11
AllianceBernstein
Tennessee
$117M +$25.8M +247,517 +27%
Morgan Stanley
12
Morgan Stanley
New York
$114M +$16.8M +161,595 +17%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$109M +$1.08M +10,357 +1%
Bank of America
14
Bank of America
North Carolina
$99.3M +$5.78M +55,498 +6%
Canada Life
15
Canada Life
Manitoba, Canada
$92.7M +$2.98M +28,580 +3%
Norges Bank
16
Norges Bank
Norway
$76.8M -$880K -8,442 -1%
Charles Schwab
17
Charles Schwab
California
$68.6M +$518K +4,974 +0.7%
Millennium Management
18
Millennium Management
New York
$60.7M +$4.02M +38,551 +7%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$59.3M +$21.8M +208,986 +55%
EIC
20
Equity Investment Corp
Georgia
$59M +$897K +8,611 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$56.5M -$7.05M -67,653 -11%
Northern Trust
22
Northern Trust
Illinois
$53.7M -$925K -8,875 -2%
SEI Investments
23
SEI Investments
Pennsylvania
$49.5M +$10.1M +96,915 +24%
Citadel Advisors
24
Citadel Advisors
Florida
$41.3M -$37.1M -356,116 -46%
AQR Capital Management
25
AQR Capital Management
Connecticut
$41.2M -$21.6M -207,291 -33%

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.