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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
BIA
376
Bell Investment Advisors
California
$4.39K -$616 -17 -13%
FFO
377
Fortitude Family Office
Arizona
$4.12K
KFI
378
Key Financial Inc
Pennsylvania
$4.01K
AA
379
AlphaMark Advisors
Kentucky
$4K
CA
380
Clearstead Advisors
Ohio
$3.85K
WT
381
Washington Trust
Rhode Island
$3.85K
BCMLT
382
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.85K +$3.62K +100 New
CBT
383
CoreFirst Bank & Trust
Kansas
$3.85K +$3.62K +100 New
ETC
384
Exchange Traded Concepts
Oklahoma
$3.81K +$3.59K +99 New
WWP
385
WR Wealth Planners
Missouri
$3.41K
MCM
386
Manchester Capital Management
Vermont
$3.39K +$1.16K +32 +57%
BCWM
387
Bartlett & Co Wealth Management
Ohio
$3.08K
SIS
388
Sound Income Strategies
Florida
$3.08K
CCM
389
Chilton Capital Management
Texas
$3.04K +$2.86K +79 New
CAM
390
Creekmur Asset Management
Illinois
$2.85K
APC
391
Aspire Private Capital
North Carolina
$2.81K
GWSA
392
Global Wealth Strategies & Associates
Colorado
$2.7K
RTL
393
Red Tortoise LLC
Georgia
$2.62K
S
394
Sachetta
Massachusetts
$2.5K -$1.05K -29 -31%
AA
395
Addison Advisors
Vermont
$2.39K +$2.25K +62 New
W
396
WealthCollab
Washington
$2.08K
MCM
397
MV Capital Management
Maryland
$2.04K +$1.56K +43 +430%
HWM
398
Hemington Wealth Management
Virginia
$2K +$3.01K +83 New
GJIA
399
Glass Jacobson Investment Advisors
Maryland
$1.93K
TPCW
400
TD Private Client Wealth
New York
$1.73K -$72 -2 -4%

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.