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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
SC
451
Stephens Consulting
Michigan
-$141K -3,819 Closed
GWS
452
Glassman Wealth Services
Virginia
-$129K -3,503 Closed
HT
453
Headlands Technologies
Illinois
-$71.9K -1,952 Closed
BWM
454
BKM Wealth Management
Wisconsin
-$35.8K -973 Closed
SOW
455
State of Wyoming
Wyoming
-$31.1K -844 Closed
CG
456
Cutler Group
California
-$27.2K -735 Closed
GXJ
457
Global X Japan
Japan
-$17.9K -486 Closed
Loomis, Sayles & Company
458
Loomis, Sayles & Company
Massachusetts
-$18K -476 Closed
CA
459
Clearstead Advisors
Ohio
-$14.6K -396 Closed
AP
460
Arlington Partners
Alabama
-$10.2K -278 Closed
MSWM
461
McGlone Suttner Wealth Management
Wisconsin
-$9.14K -248 Closed
FWM
462
Focused Wealth Management
New York
-$7.69K -209 Closed
RF
463
Robbins Farley
New Hampshire
-$5.53K -150 Closed
QL
464
Quarry LP
New York
-$5.42K -147 Closed
TWM
465
Tradition Wealth Management
Minnesota
-$5K -135 Closed
ACA
466
Atlas Capital Advisors
Wyoming
-$4.61K -125 Closed
FBC
467
Fairfield, Bush & Co
Connecticut
-$3.68K -100 Closed
CMBA
468
C.M. Bidwell & Associates
Hawaii
-$3.28K -89 Closed
GAMC
469
Garner Asset Management Corp
Texas
-$2.56K -77 Closed
EWM
470
Evermay Wealth Management
Virginia
-$1.18K -32 Closed
JGIA
471
Jackson Grant Investment Advisers
Connecticut
-$1.03K -28 Closed
Kayne Anderson Rudnick Investment Management
472
Kayne Anderson Rudnick Investment Management
California
-$368 -10 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.