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Harley-Davidson

419 hedge funds and large institutions have $4.5B invested in Harley-Davidson in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 123 increasing their positions, 134 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

17% more capital invested

Capital invested by funds: $3.85B → $4.5B (+$646M)

3.39% more ownership

Funds ownership: 85.27%88.66% (+3.4%)

2% more funds holding

Funds holding: 409419 (+10)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less call options, than puts

Call options by funds: $70.1M | Put options by funds: $74.8M

8% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 134

Holders
419
Holders Change
+10
Holders Change %
+2.44%
% of All Funds
6.02%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
66
Increased
123
Reduced
134
Closed
54
Calls
$70.1M
Puts
$74.8M
Net Calls
-$4.63M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$29.1K +$10.5K +291 +63%
TCM
302
TD Capital Management
Tennessee
$29K
Mitsubishi UFJ Asset Management
303
Mitsubishi UFJ Asset Management
Japan
$27.5K
BONH
304
Bank of New Hampshire
New Hampshire
$27.4K -$106K -2,923 -80%
IA
305
IFP Advisors
Florida
$25.4K -$3.95K -109 -14%
LSA
306
Leonteq Securities AG
Switzerland
$24.6K -$45.1K -1,243 -66%
BFS
307
Bare Financial Services
Pennsylvania
$24.5K
SAM
308
Smartleaf Asset Management
Massachusetts
$24.4K +$4.24K +117 +23%
National Bank of Canada
309
National Bank of Canada
Quebec, Canada
$24.1K -$30K -827 -57%
MTC
310
Matrix Trust Company
Colorado
$24K +$22.7K +626 New
AF
311
Advisornet Financial
Minnesota
$23.7K +$14.9K +410 +200%
RIL
312
Rothschild Investment LLC
Illinois
$23.3K +$181 +5 +0.8%
CTWM
313
Cherry Tree Wealth Management
Minnesota
$23.1K
UB
314
UMB Bank
Missouri
$22.5K +$10.1K +278 +91%
BF
315
BOK Financial
Oklahoma
$22.2K +$22.9K +631 New
LC
316
Lindbrook Capital
California
$22.1K +$1.3K +36 +7%
FUBT
317
First United Bank & Trust
Maryland
$21.6K
CPA
318
Capital Performance Advisors
California
$21K +$19.7K +544 New
OC
319
Oarsman Capital
Wisconsin
$20.1K +$18.9K +521 New
SN
320
Sittner & Nelson
Oregon
$19.3K
HCP
321
Hexagon Capital Partners
Arkansas
$18.8K +$14.2K +393 +418%
FFWM
322
Future Financial Wealth Management
Ohio
$17.3K +$16.3K +450 New
CFGS
323
Concourse Financial Group Securities
Alabama
$17.2K -$6.81K -188 -30%
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$17.1K
FIA
325
FNY Investment Advisers
New York
$17K +$16.2K +446 New

HOG Hedge Fund Activity: Q3 2024 in Review

419 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2024, worth a combined $4.5B — up 17% from $3.85B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new HOG positions and 54 closed out — a net gain of 12 holders — while 123 added to existing stakes and 134 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $151M. The largest seller was Citadel Advisors, cutting an estimated $67.4M.

  • 419 institutional investors held Harley-Davidson (HOG) as of Q3 2024, up from 409 in Q2 2024.
  • Funds reported $4.5B of Harley-Davidson stock for Q3 2024, up 17% quarter-over-quarter.
  • 66 funds opened new Harley-Davidson positions in Q3 2024 and 54 closed out, a net change of +12 holders.
  • The largest Harley-Davidson buyer in Q3 2024 was Pacer Advisors, an estimated $151M added.
  • The largest Harley-Davidson seller in Q3 2024 was Citadel Advisors, an estimated $67.4M sold.

Based on aggregated 13F filings for Q3 2024.