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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
WIA
351
Wetzel Investment Advisors
Indiana
$7.75K -$998 -27 -12%
GTAM
352
Global Trust Asset Management
Florida
$7.26K +$6.14K +166 New
ATC
353
Adirondack Trust Company
New York
$7.21K
BWAM
354
Boyd Watterson Asset Management
Ohio
$6.74K
CCMW
355
Cypress Capital Management (Wyoming)
Wyoming
$6.56K
BIA
356
Bell Investment Advisors
California
$6.39K +$1.44K +39 +36%
MPWT
357
MassMutual Private Wealth & Trust
Connecticut
$6.12K -$592 -16 -10%
HCM
358
Horrell Capital Management
Arkansas
$6K
IRAG
359
Investment Research & Advisory Group
Georgia
$5.82K +$37 +1 +0.8%
TCG
360
Transcendent Capital Group
Oklahoma
$5.16K
HFS
361
Hantz Financial Services
Michigan
$5K -$2.03K -55 -32%
BFEC
362
Benjamin F. Edwards & Company
Missouri
$5K
FFO
363
Fortitude Family Office
Arizona
$4.68K
KFI
364
Key Financial Inc
Pennsylvania
$4.55K
CSWM
365
Cassady Schiller Wealth Management
Ohio
$4.37K
CBT
366
CoreFirst Bank & Trust
Kansas
$4.37K
HCM
367
Highlander Capital Management
New Jersey
$4.37K
WT
368
Washington Trust
Rhode Island
$4.37K
RFG
369
RFP Financial Group
Georgia
$4.2K
AA
370
AlphaMark Advisors
Kentucky
$4K
VNA
371
Valley National Advisers
Pennsylvania
$4K +$3.66K +99 New
Mitsubishi UFJ Asset Management
372
Mitsubishi UFJ Asset Management
Japan
$3.89K
ZB
373
Zions Bancorporation
Utah
$3.85K
WWP
374
WR Wealth Planners
Missouri
$3.83K +$3.25K +88 New
BCWM
375
Bartlett & Co Wealth Management
Ohio
$3.5K

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.