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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
HI
276
Harbour Investments
Wisconsin
$49.9K -$6.99K -189 -14%
PFBT
277
Parkside Financial Bank & Trust
Missouri
$48.6K
GFPC
278
Global Financial Private Client
Florida
$48.5K -$41.8K -1,130 -50%
PS
279
Principal Securities
Iowa
$48K +$2.74K +74 +7%
CTC
280
Central Trust Company
Missouri
$45.7K +$1.55K +42 +4%
GRP
281
Global Retirement Partners
California
$44.3K
IWP
282
IAG Wealth Partners
Wisconsin
$43.7K
FDCDDQ
283
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42K -$18.5K -500 -34%
NF
284
Norwood Financial
Pennsylvania
$39.4K
FFWM
285
Future Financial Wealth Management
Ohio
$39.2K +$33.1K +896 New
QCG
286
Quadrant Capital Group
Ohio
$38.8K +$3.7K +100 +13%
TC
287
Trust Company
Kansas
$38.4K
CA
288
Continuum Advisory
Idaho
$37.7K +$40.9K +1,105 New
NA
289
NewEdge Advisors
Louisiana
$34.8K +$37 +1 +0.1%
IA
290
IFP Advisors
Florida
$33.6K +$10.4K +280 +57%
TCM
291
TD Capital Management
Tennessee
$33.3K +$370 +10 +1%
PTC
292
Private Trust Company
Ohio
$26.6K -$296 -8 -1%
CTWM
293
Cherry Tree Wealth Management
Minnesota
$26.2K
RIL
294
Rothschild Investment LLC
Illinois
$26.2K
GWM
295
Geneos Wealth Management
Colorado
$24.6K
FUBT
296
First United Bank & Trust
Maryland
$24.5K
LC
297
Lindbrook Capital
California
$23.8K -$18.9K -512 -48%
CFGS
298
Concourse Financial Group Securities
Alabama
$23.4K
MFA
299
McClarren Financial Advisors
Pennsylvania
$23K +$111 +3 +0.6%
AIC
300
Archer Investment Corporation
Indiana
$23K

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.