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Harley-Davidson
HOG

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: 409 → 419 (+10)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (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

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$151M
2
Boston Partners
Boston Partners
Massachusetts
+$34.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$33.9M
4
American Century Companies
American Century Companies
Missouri
+$28.9M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$19.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$67.4M
2
JAM
Jupiter Asset Management
United Kingdom
-$44.6M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$13.9M
4
BlackRock
BlackRock
New York
-$13.2M
5
Millennium Management
Millennium Management
New York
-$12.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
401
Versant Capital Management
Arizona
$1.73K – – –
CSB
402
City State Bank
Iowa
$1.54K – – –
SS
403
Sunbelt Securities
Texas
$1.46K – – –
DWM
404
Darwin Wealth Management
Florida
$1.43K +$1.34K +37 New
GBT
405
Grove Bank & Trust
Florida
$1.35K +$1.27K +35 New
SIC
406
SJS Investment Consulting
Ohio
$1.31K – – –
CPG
407
Cornerstone Planning Group
New Jersey
$1.3K +$471 +13 +48%
AEPWM
408
Atlantic Edge Private Wealth Management
Florida
$1.27K +$652 +18 +120%
TC
409
Truvestments Capital
Florida
$1.19K +$1.12K +31 New
ADL
410
Asset Dedication LLC
California
$1K – – –
AssetMark Inc
411
AssetMark Inc
California
$1K +$942 +26 New
MRCM
412
M&R Capital Management
New Jersey
$963 – – –
TFM
413
TFC Financial Management
Massachusetts
$810 – – –
MG
414
Mather Group
Illinois
$809 -$15.9K -440 -95%
SSB
415
Sandy Spring Bank
Maryland
$771 – – –
HI
416
Hoey Investments
Pennsylvania
$671 – – –
CAS
417
Coppell Advisory Solutions
Texas
$394 – – –
BWP
418
Baldwin Wealth Partners
Massachusetts
$385 – – –
CA
419
Claris Advisors
Missouri
$347 +$326 +9 New
PWMG
420
Private Wealth Management Group
New Jersey
$78 +$72 +2 New
WAM
421
Weiss Asset Management
Massachusetts
– -$12.4M -369,371 Closed
IP
422
Interval Partners
New York
– -$6.59M -196,615 Closed
EP
423
Edgestream Partners
New Jersey
– -$4.8M -143,004 Closed
TP
424
Thunderbird Partners
United Kingdom
– -$2.71M -80,838 Closed
Connor, Clark & Lunn Investment Management (CC&L)
425
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.4M -71,679 Closed
15 16
17
18 19

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.