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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
CAM
376
Creekmur Asset Management
Illinois
$3.24K
APC
377
Aspire Private Capital
North Carolina
$3.19K
HCP
378
Hexagon Capital Partners
Arkansas
$3.06K -$2.81K -76 -52%
GWSA
379
Global Wealth Strategies & Associates
Colorado
$3.06K
RTL
380
Red Tortoise LLC
Georgia
$2.97K
CAM
381
ClariVest Asset Management
California
$2.93K
VWM
382
Venturi Wealth Management
Texas
$2.84K +$740 +20 +44%
W
383
WealthCollab
Washington
$2.36K
MG
384
Mather Group
Illinois
$2.25K +$2.26K +61 New
GJIA
385
Glass Jacobson Investment Advisors
Maryland
$2.19K
IBOK
386
Independence Bank of Kentucky
Kentucky
$2.19K
SWA
387
SOA Wealth Advisors
New York
$2.19K
TPCW
388
TD Private Client Wealth
New York
$2.06K
CSB
389
City State Bank
Iowa
$2K
VCM
390
Versant Capital Management
Arizona
$1.97K
MCM
391
MV Capital Management
Maryland
$1.79K +$1.15K +31 +310%
WCM
392
Westend Capital Management
California
$1.75K +$1.48K +40 New
SS
393
Sunbelt Securities
Texas
$1.66K
SIC
394
SJS Investment Consulting
Ohio
$1.49K +$148 +4 +13%
AEPWM
395
Atlantic Edge Private Wealth Management
Florida
$1.44K
CFD
396
Creative Financial Designs
Indiana
$1.42K
NB
397
NBT Bank
New York
$1.22K +$37 +1 +4%
A
398
AlphaQuest
New York
$1.18K -$273K -7,392 -100%
S
399
Sachetta
Massachusetts
$1.11K
MRCM
400
M&R Capital Management
New Jersey
$1.09K

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.