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Harley-Davidson

413 hedge funds and large institutions have $5.01B invested in Harley-Davidson in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 129 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $4.37B → $5.01B (+$645M)

1% more call options, than puts

Call options by funds: $91.9M | Put options by funds: $90.8M

2% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 58

6% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 129

1.19% less ownership

Funds ownership: 85.1%83.91% (-1.2%)

1% less funds holding

Funds holding: 419413 (-6)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
413
Holders Change
-6
Holders Change %
-1.43%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
57
Increased
121
Reduced
129
Closed
58
Calls
$91.9M
Puts
$90.8M
Net Calls
+$1.07M
Net Calls Change
+$4.81M
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
226
Morningstar Investment Services
Illinois
$258K +$219K +5,913 New
Baird Financial Group
227
Baird Financial Group
Wisconsin
$256K -$212K -5,738 -49%
XT
228
XTX Topco
Cayman Islands
$251K -$220K -5,962 -51%
BOH
229
Bank of Hawaii
Hawaii
$246K
MML Investors Services
230
MML Investors Services
Massachusetts
$246K +$208K +5,629 New
SM
231
Sciencast Management
New Jersey
$243K +$205K +5,545 New
Verition Fund Management
232
Verition Fund Management
Connecticut
$241K +$204K +5,520 New
LIM
233
Leavell Investment Management
Alabama
$240K
SCM
234
Shelton Capital Management
Colorado
$239K
PAG
235
Private Advisor Group
New Jersey
$237K -$42.8K -1,158 -18%
CM
236
Capula Management
Cayman Islands
$235K +$198K +5,365 New
Lido Advisors
237
Lido Advisors
California
$235K +$198K +5,362 New
GP
238
Girard Partners
Pennsylvania
$234K +$198K +5,348 New
KAS
239
Kestra Advisory Services
Texas
$232K -$24.1K -653 -11%
LC
240
Landaas & Company
Wisconsin
$230K +$195K +5,263 New
WPC
241
Wedmont Private Capital
Pennsylvania
$229K +$198K +5,349 New
AAS
242
Annex Advisory Services
Wisconsin
$219K -$18K -488 -9%
FNFDCM
243
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$217K +$184K +4,966 New
SFA
244
Sequoia Financial Advisors
Ohio
$212K +$179K +4,846 New
CCM
245
Coldstream Capital Management
Washington
$211K +$178K +4,820 New
IC
246
IEQ Capital
California
$209K +$177K +4,782 New
Janney Montgomery Scott
247
Janney Montgomery Scott
Pennsylvania
$208K -$53.7K -1,452 -23%
EH
248
Equitable Holdings
New York
$207K +$175K +4,735 New
AAS
249
Avantax Advisory Services
Texas
$200K +$169K +4,583 New
BONH
250
Bank of New Hampshire
New Hampshire
$171K -$49K -1,325 -25%

HOG Hedge Fund Activity: Q1 2024 in Review

413 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2024, worth a combined $5.01B — up 15% from $4.37B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of HOG and 57 opened new positions — a net loss of 1 holder — while 129 trimmed existing stakes and 121 added.

The largest buyer was Millennium Management, adding an estimated $45.5M. The largest seller was Morgan Stanley, cutting an estimated $76.9M.

  • 413 institutional investors held Harley-Davidson (HOG) as of Q1 2024, down from 419 in Q4 2023.
  • Funds reported $5.01B of Harley-Davidson stock for Q1 2024, up 15% quarter-over-quarter.
  • 57 funds opened new Harley-Davidson positions in Q1 2024 and 58 closed out, a net change of -1 holder.
  • The largest Harley-Davidson buyer in Q1 2024 was Millennium Management, an estimated $45.5M added.
  • The largest Harley-Davidson seller in Q1 2024 was Morgan Stanley, an estimated $76.9M sold.

Based on aggregated 13F filings for Q1 2024.