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477 hedge funds and large institutions have $5.69B invested in Oshkosh in 2024 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 154 increasing their positions, 179 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

0.14% less ownership

Funds ownership: 92.15%92.01% (-0.14%)

10% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $13.8M

3% less funds holding

Funds holding: 494477 (-17)

5% less capital invested

Capital invested by funds: $6.01B → $5.69B (-$319M)

12% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 81

14% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 179

Holders
477
Holders Change
-17
Holders Change %
-3.44%
% of All Funds
6.28%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
71
Increased
154
Reduced
179
Closed
81
Calls
$12.4M
Puts
$13.8M
Net Calls
-$1.35M
Net Calls Change
+$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$774M +$18.5M +176,400 +2%
BlackRock
2
BlackRock
New York
$759M -$107M -1,024,255 -11%
Aristotle Capital Management
3
Aristotle Capital Management
California
$592M -$9.91M -94,653 -1%
GA
4
Greenhaven Associates
New York
$243M +$1.64M +15,622 +0.6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$220M +$21.6M +206,377 +10%
State Street
6
State Street
Massachusetts
$198M +$4.59M +43,814 +2%
American Century Companies
7
American Century Companies
Missouri
$193M +$40.2M +384,141 +23%
LSV Asset Management
8
LSV Asset Management
Illinois
$154M -$22.1M -211,500 -12%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$132M +$16.7M +159,667 +13%
Invesco
10
Invesco
Georgia
$118M +$2.9M +27,659 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$107M +$4.22M +40,260 +4%
Morgan Stanley
12
Morgan Stanley
New York
$96.3M -$13.1M -124,988 -11%
AllianceBernstein
13
AllianceBernstein
Tennessee
$95.1M -$18M -171,968 -15%
Bank of America
14
Bank of America
North Carolina
$83.2M -$12.1M -115,921 -12%
Canada Life
15
Canada Life
Manitoba, Canada
$82.8M -$5.38M -51,387 -6%
Citadel Advisors
16
Citadel Advisors
Florida
$73.7M +$38.1M +363,841 +88%
Norges Bank
17
Norges Bank
Norway
$72.7M -$179K -1,708 -0.2%
Charles Schwab
18
Charles Schwab
California
$64.9M -$118K -1,123 -0.2%
Northern Trust
19
Northern Trust
Illinois
$62.3M +$12.5M +119,259 +22%
EIC
20
Equity Investment Corp
Georgia
$56.9M +$1.06M +10,088 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$54.6M +$1.16M +11,061 +2%
SEI Investments
22
SEI Investments
Pennsylvania
$50.3M +$3.67M +35,072 +7%
Millennium Management
23
Millennium Management
New York
$49M -$9.39M -89,698 -15%
UBS Group
24
UBS Group
Switzerland
$45.5M +$29.4M +280,699 +142%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$45.3M +$16.3M +155,182 +48%

OSK Hedge Fund Activity: Q4 2024 in Review

477 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2024, worth a combined $5.69B — down 5.3% from $6.01B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of OSK and 71 opened new positions — a net loss of 10 holders — while 179 trimmed existing stakes and 154 added.

The largest buyer was American Century Companies, adding an estimated $40.2M. The largest seller was BlackRock, cutting an estimated $107M.

  • 477 institutional investors held Oshkosh (OSK) as of Q4 2024, down from 494 in Q3 2024.
  • Funds reported $5.69B of Oshkosh stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 71 funds opened new Oshkosh positions in Q4 2024 and 81 closed out, a net change of -10 holders.
  • The largest Oshkosh buyer in Q4 2024 was American Century Companies, an estimated $40.2M added.
  • The largest Oshkosh seller in Q4 2024 was BlackRock, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2024.