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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
PCMC
401
Planning Capital Management Corporation
Pennsylvania
$1.09K
ADL
402
Asset Dedication LLC
California
$1K
PP
403
PrairieView Partners
Minnesota
$1K
TFM
404
TFC Financial Management
Massachusetts
$919
DPW
405
DiNuzzo Private Wealth
Pennsylvania
$919 +$37 +1 +5%
HI
406
Hoey Investments
Pennsylvania
$875
SSB
407
Sandy Spring Bank
Maryland
$875
LFG
408
Larson Financial Group
Missouri
$772 +$666 +18 New
ACA
409
American Capital Advisory
Idaho
$760
MCM
410
Manchester Capital Management
Vermont
$613 +$518 +14 New
TIM
411
Thompson Investment Management
Wisconsin
$451 +$370 +10 New
BWP
412
Baldwin Wealth Partners
Massachusetts
$437
TWP
413
TFO Wealth Partners
Ohio
$394
DZ Bank
414
DZ Bank
Germany
$57 +$37 +1 New
JCM
415
JS Capital Management
New York
-$36.8M -1,000,000 Closed
FCM
416
Freshford Capital Management
New York
-$12.9M -350,988 Closed
Amundi
417
Amundi
France
-$4.65M -135,923 Closed
Rockefeller Capital Management
418
Rockefeller Capital Management
New York
-$4.88M -132,395 Closed
Los Angeles Capital Management
419
Los Angeles Capital Management
California
-$4.74M -128,543 Closed
CM
420
Caption Management
Oklahoma
-$2.19M -59,100 Closed
SFCM
421
Savoir Faire Capital Management
Connecticut
-$1.87M -50,755 Closed
HSA
422
Hussman Strategic Advisors
Maryland
-$1.55M -42,000 Closed
LIP
423
Lighthouse Investment Partners
Florida
-$1.13M -30,746 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
424
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$1.07M -29,135 Closed
CANY
425
Caxton Associates (New York)
New York
-$815K -22,134 Closed

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.