Harley-Davidson
401 hedge funds and large institutions have $3.97B invested in Harley-Davidson in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 144 reducing their positions, and 63 closing their positions.
1.28% more ownership
Funds ownership: 84.54% → 85.82% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
5% less funds holding
Funds holding: 423 → 401 (-22)
22% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 144
23% less capital invested
Capital invested by funds: $5.13B → $3.97B (-$1.16B)
24% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 63
51% less call options, than puts
Call options by funds: $45.5M | Put options by funds: $92.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
+$56M |
| 2 |
Morgan Stanley
New York
|
+$35.5M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$17.7M |
| 4 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
+$17.1M |
| 5 |
TP
Thunderbird Partners
London,
United Kingdom
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$97.6M |
| 2 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$73.2M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$16.7M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$15.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$14.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFO
451
Tarbox Family Office
Newport Beach,
California
| – | -$2K | -48 | Closed |
|
|
ZIG
452
Zullo Investment Group
Scranton,
Pennsylvania
| – | -$1K | -28 | Closed |
|
453
AssetMark Inc
Concord,
California
| – | -$1K | -13 | Closed |
|
|
AW
454
ACG Wealth
Atlanta,
Georgia
| – | +$71 | +2 | New |
|
|
WTC
455
WhitTier Trust Company
Reno,
Nevada
| – | +$178 | +5 | New |
|
HOG Hedge Fund Activity: Q2 2022 in Review
401 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q2 2022, worth a combined $3.97B — down 23% from $5.13B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of HOG and 48 opened new positions — a net loss of 15 holders — while 144 trimmed existing stakes and 112 added.
The largest buyer was Candlestick Capital Management, opening a new position worth an estimated $56M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $97.6M.
- 401 institutional investors held Harley-Davidson (HOG) as of Q2 2022, down from 423 in Q1 2022.
- Funds reported $3.97B of Harley-Davidson stock for Q2 2022, down 23% quarter-over-quarter.
- 48 funds opened new Harley-Davidson positions in Q2 2022 and 63 closed out, a net change of -15 holders.
- The largest Harley-Davidson buyer in Q2 2022 was Candlestick Capital Management, an estimated $56M added.
- The largest Harley-Davidson seller in Q2 2022 was Hotchkis & Wiley Capital Management, an estimated $97.6M sold.
Based on aggregated 13F filings for Q2 2022.