Harley-Davidson
448 hedge funds and large institutions have $5.11B invested in Harley-Davidson in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 140 increasing their positions, 117 reducing their positions, and 48 closing their positions.
85% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 48
20% more capital invested
Capital invested by funds: $4.26B → $5.11B (+$844M)
20% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 117
8% more funds holding
Funds holding: 413 → 448 (+35)
1.67% more ownership
Funds ownership: 84.43% → 86.11% (+1.7%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
51% less call options, than puts
Call options by funds: $78.2M | Put options by funds: $159M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$141M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$37.4M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$35.3M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$33.1M |
| 5 |
SAM
Scopus Asset Management
New York
|
+$28.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Thunderbird Partners
London,
United Kingdom
|
-$71.5M |
| 2 |
BC
Brahman Capital
New York
|
-$39.7M |
| 3 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
-$32.2M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$26.7M |
| 5 |
RAM
RWC Asset Management
London,
United Kingdom
|
-$19.1M |
HOG Hedge Fund Activity: Q4 2022 in Review
448 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2022, worth a combined $5.11B — up 20% from $4.26B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new HOG positions and 48 closed out — a net gain of 41 holders — while 140 added to existing stakes and 117 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $141M. The largest seller was Thunderbird Partners, cutting an estimated $71.5M.
- 448 institutional investors held Harley-Davidson (HOG) as of Q4 2022, up from 413 in Q3 2022.
- Funds reported $5.11B of Harley-Davidson stock for Q4 2022, up 20% quarter-over-quarter.
- 89 funds opened new Harley-Davidson positions in Q4 2022 and 48 closed out, a net change of +41 holders.
- The largest Harley-Davidson buyer in Q4 2022 was Fidelity Investments, an estimated $141M added.
- The largest Harley-Davidson seller in Q4 2022 was Thunderbird Partners, an estimated $71.5M sold.
Based on aggregated 13F filings for Q4 2022.