We are live on ! Find out more
HOG icon

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
Qube Research & Technologies (QRT)
301
Qube Research & Technologies (QRT)
United Kingdom
$22.1K -$13.7M -371,473 -100%
SN
302
Sittner & Nelson
Oregon
$21.9K
BFS
303
Bare Financial Services
Pennsylvania
$21.8K +$23.5K +635 New
ITIM
304
Indiana Trust & Investment Management
Indiana
$19.9K
EWA
305
EverSource Wealth Advisors
Alabama
$19.6K +$148 +4 +0.7%
FMII
306
Farmers & Merchants Investments Inc
Nebraska
$19.6K -$148 -4 -0.9%
RA
307
Rise Advisors
New York
$18.8K +$15.9K +431 New
MFT
308
Moisand Fitzgerald Tamayo
Florida
$18.2K
LIA
309
Luken Investment Analytics
Tennessee
$18K
CAL
310
Capital Analysts LLC
Pennsylvania
$18K +$74 +2 +0.5%
WAS
311
Winch Advisory Services
Wisconsin
$18K +$37 +1 +0.2%
FRA
312
Front Row Advisors
California
$16.6K
SWM
313
Spire Wealth Management
Virginia
$16K
NSIM
314
North Star Investment Management
Illinois
$14.9K
FCAS
315
First Command Advisory Services
Texas
$14.7K +$2.48K +67 +25%
LSA
316
Leonteq Securities AG
Switzerland
$14.4K -$45K -1,216 -79%
NS
317
NBC Securities
Alabama
$14K
AWM
318
Avior Wealth Management
Nebraska
$13.6K +$6.18K +167 +115%
SAM
319
Smartleaf Asset Management
Massachusetts
$13.6K +$11.5K +311 New
GI
320
Gradient Investments
Minnesota
$13.4K +$2.18K +59 +24%
PP
321
PFS Partners
New Jersey
$13.1K
RDIA
322
RE Dickinson Investment Advisors
Iowa
$13K
HBW
323
Hazlett, Burt & Watson
West Virginia
$13K +$74 +2 +0.7%
NECFA
324
New England Capital Financial Advisors
Connecticut
$12.9K +$37 +1 +0.3%
FHA
325
First Horizon Advisors
Tennessee
$12.9K

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.