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Harley-Davidson
HOG

419 hedge funds and large institutions have $4.37B invested in Harley-Davidson in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 110 increasing their positions, 144 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

16% more capital invested

Capital invested by funds: $3.77B → $4.37B (+$601M)

16% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 57

4.71% more ownership

Funds ownership: 80.39% → 85.1% (+4.7%)

1% more funds holding

Funds holding: 414 → 419 (+5)

4% less call options, than puts

Call options by funds: $88.1M | Put options by funds: $91.8M

24% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 144

Holders
419
Holders Change
+5
Holders Change %
+1.21%
% of All Funds
6.11%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
66
Increased
110
Reduced
144
Closed
57
Calls
$88.1M
Puts
$91.8M
Net Calls
-$3.74M
Net Calls Change
+$16.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$62.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$46M
3
JAM
Jupiter Asset Management
United Kingdom
+$39.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$36M
5
American Century Companies
American Century Companies
Missouri
+$25M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$30M
2
BlackRock
BlackRock
New York
-$17.1M
3
Millennium Management
Millennium Management
New York
-$12.9M
4
FCM
Freshford Capital Management
New York
-$10M
5
Squarepoint
Squarepoint
New York
-$9.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
NRD
451
Nebula Research & Development
New York
– -$426K -12,881 Closed
IMC Chicago
452
IMC Chicago
Illinois
– -$372K -12,078 Closed
AI
453
Atom Investors
Texas
– -$355K -10,723 Closed
VIA
454
Virtus Investment Advisers
Connecticut
– -$349K -10,545 Closed
Mitsubishi UFJ Trust & Banking
455
Mitsubishi UFJ Trust & Banking
Japan
– -$323K -9,768 Closed
DTL
456
Dynamic Technology Lab
Singapore
– -$299K -9,050 Closed
Wolverine Trading
457
Wolverine Trading
Illinois
– -$252K -8,160 Closed
WC
458
Weil Company
California
– -$234K -7,072 Closed
EWA
459
EP Wealth Advisors
California
– -$218K -6,601 Closed
FFL
460
Future Fund LLC
Illinois
– -$213K -6,429 Closed
HL
461
HeadInvest LLC
Maine
– -$51.7K -1,600 Closed
Legacy Financial Group (Iowa)
462
Legacy Financial Group (Iowa)
Iowa
– -$15.9K -481 Closed
CSPIA
463
Cary Street Partners Investment Advisory
Virginia
– -$14.2K -431 Closed
EBA
464
Eagle Bay Advisors
New York
– -$7.01K -212 Closed
ST
465
Smithfield Trust
Pennsylvania
– -$7K -210 Closed
NC
466
NewSquare Capital
Pennsylvania
– -$5.95K -180 Closed
CAS
467
Coppell Advisory Solutions
Texas
– -$6.24K -150 Closed
JFGIW
468
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$3.31K -100 Closed
WWP
469
WR Wealth Planners
Missouri
– -$2.87K -87 Closed
EARNEST Partners
470
EARNEST Partners
Georgia
– -$2.78K -84 Closed
Optiver Holding
471
Optiver Holding
Netherlands
– -$1.82K -55 Closed
1832 Asset Management
472
1832 Asset Management
Ontario, Canada
– -$1.22K -37 Closed
WT
473
Whittier Trust
California
– -$826 -25 Closed
BAAM
474
Baker Avenue Asset Management
California
– -$694 -21 Closed
NFSG
475
Newbridge Financial Services Group
Florida
– -$628 -19 Closed
15 16 17 18
19

HOG Hedge Fund Activity: Q4 2023 in Review

419 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2023, worth a combined $4.37B — up 16% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new HOG positions and 57 closed out — a net gain of 9 holders — while 110 added to existing stakes and 144 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $62.2M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $30M sold.

  • 419 institutional investors held Harley-Davidson (HOG) as of Q4 2023, up from 414 in Q3 2023.
  • Funds reported $4.37B of Harley-Davidson stock for Q4 2023, up 16% quarter-over-quarter.
  • 66 funds opened new Harley-Davidson positions in Q4 2023 and 57 closed out, a net change of +9 holders.
  • The largest Harley-Davidson buyer in Q4 2023 was Morgan Stanley, an estimated $62.2M added.
  • The largest Harley-Davidson seller in Q4 2023 was Arrowstreet Capital, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2023.