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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
FGA
326
Fortis Group Advisors
New Jersey
$12.7K -$10.7K -290 -50%
WAM
327
WFA Asset Management
Wisconsin
$12.7K +$37 +1 +0.3%
SIS
328
Sound Income Strategies
Florida
$12.4K +$111 +3 +1%
AT
329
Arlington Trust
Alabama
$12.2K
UB
330
UMB Bank
Missouri
$12K +$1.26K +34 +14%
AF
331
Advisornet Financial
Minnesota
$11.5K +$1.74K +47 +22%
BC
332
Barrett & Company
Rhode Island
$11.2K
Bessemer Group
333
Bessemer Group
New Jersey
$11K
BCPWM
334
Bradley & Co Private Wealth Management
Florida
$10.9K
OPTFSNA
335
Old Point Trust & Financial Services N A
Virginia
$10.9K +$9.24K +250 New
JWA
336
JFS Wealth Advisors
Pennsylvania
$10.4K +$2.26K +61 +35%
QC
337
Quent Capital
New York
$10.1K +$2.92K +79 +52%
BGAI
338
Bruce G. Allen Investments
Colorado
$10K
CIA
339
Cape Investment Advisory
Georgia
$9.84K
CHC
340
City Holding Co
West Virginia
$8.96K
AF
341
Arrow Financial
New York
$8.75K
GIA
342
GHP Investment Advisors
Colorado
$8.75K
HWA
343
HHM Wealth Advisors
Tennessee
$8.75K
HCM
344
Hollencrest Capital Management
California
$8.75K
TCOV
345
Trust Company of Vermont
Vermont
$8.75K
CB
346
Community Bank
New York
$8.75K
ME
347
McIlrath & Eck
Washington
$8.4K
Jones Financial Companies
348
Jones Financial Companies
Missouri
$8.23K +$6.95K +188 New
OLVIG
349
Oliver Lagore Vanvalin Investment Group
Michigan
$7.92K
RCM
350
Richardson Capital Management
Wisconsin
$7.89K

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.