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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
TLCM
251
Twin Lakes Capital Management
California
$162K +$555 +15 +0.4%
AGWCA
252
Annis Gardner Whiting Capital Advisors
Florida
$157K +$133K +3,600 New
KBC Group
253
KBC Group
Belgium
$132K +$35.2K +953 +46%
BTI
254
Blue Trust Inc
Georgia
$123K -$6.58K -178 -6%
HNB
255
Hilltop National Bank
Wyoming
$121K +$102K +2,755 New
AF
256
Allworth Financial
California
$112K -$185 -5 -0.2%
PA
257
Parallel Advisors
California
$107K +$1.63K +44 +2%
Allspring Global Investments
258
Allspring Global Investments
North Carolina
$107K -$61.3K -1,658 -40%
CIBC Private Wealth Group
259
CIBC Private Wealth Group
Georgia
$106K +$90K +2,433 New
C
260
Covestor
United Kingdom
$98K -$53.3K -1,441 -39%
SPIA
261
Steward Partners Investment Advisory
New York
$91.5K -$24.4K -659 -24%
IRC
262
Investors Research Corp
Georgia
$88.8K +$51.8K +1,400 +222%
IGWM
263
ICA Group Wealth Management
Colorado
$87.5K -$3.59K -97 -5%
GI
264
GAMMA Investing
California
$73.8K -$296 -8 -0.5%
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$72.1K -$175K -4,727 -74%
AAG
266
Armstrong Advisory Group
Massachusetts
$68.2K
Nomura Asset Management
267
Nomura Asset Management
Japan
$63.4K +$13.3K +360 +33%
SIC
268
Salem Investment Counselors
North Carolina
$61.9K
FFA
269
Farther Finance Advisors
California
$61.1K +$3.55K +96 +7%
CI Investments Inc
270
CI Investments Inc
Ontario, Canada
$61K +$8.69K +235 +20%
DekaBank Deutsche Girozentrale
271
DekaBank Deutsche Girozentrale
Germany
$60K -$14.3K -387 -22%
S
272
SignatureFD
Georgia
$55.8K +$4.62K +125 +11%
ANBT
273
American National Bank & Trust
Texas
$52.5K +$44.4K +1,200 New
HNB
274
Huntington National Bank
Ohio
$52.4K -$5.55K -150 -11%
National Bank of Canada
275
National Bank of Canada
Quebec, Canada
$50.4K -$22.2K -601 -29%

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.