Harley-Davidson
419 hedge funds and large institutions have $4.37B invested in Harley-Davidson in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 110 increasing their positions, 144 reducing their positions, and 57 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
16% more capital invested
Capital invested by funds: $3.77B → $4.37B (+$601M)
16% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 57
4.71% more ownership
Funds ownership: 80.39% → 85.1% (+4.7%)
1% more funds holding
Funds holding: 414 → 419 (+5)
4% less call options, than puts
Call options by funds: $88.1M | Put options by funds: $91.8M
24% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 144
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$62.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$46M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$39.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$36M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$30M |
| 2 |
BlackRock
New York
|
-$17.1M |
| 3 |
Millennium Management
New York
|
-$12.9M |
| 4 |
FCM
Freshford Capital Management
Rye Brook,
New York
|
-$10M |
| 5 |
Squarepoint
New York
|
-$9.92M |
HOG Hedge Fund Activity: Q4 2023 in Review
419 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2023, worth a combined $4.37B — up 16% from $3.77B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new HOG positions and 57 closed out — a net gain of 9 holders — while 110 added to existing stakes and 144 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $62.2M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $30M sold.
- 419 institutional investors held Harley-Davidson (HOG) as of Q4 2023, up from 414 in Q3 2023.
- Funds reported $4.37B of Harley-Davidson stock for Q4 2023, up 16% quarter-over-quarter.
- 66 funds opened new Harley-Davidson positions in Q4 2023 and 57 closed out, a net change of +9 holders.
- The largest Harley-Davidson buyer in Q4 2023 was Morgan Stanley, an estimated $62.2M added.
- The largest Harley-Davidson seller in Q4 2023 was Arrowstreet Capital, an estimated $30M sold.
Based on aggregated 13F filings for Q4 2023.