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Harley-Davidson
HOG

423 hedge funds and large institutions have $5.13B invested in Harley-Davidson in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 128 increasing their positions, 134 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

2% less capital invested

Capital invested by funds: $5.22B → $5.13B (-$93.5M)

3% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 61

4% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 134

1% less funds holding

Funds holding: 428 → 423 (-5)

5.73% less ownership

Funds ownership: 90.26% → 84.54% (-5.7%)

35% less call options, than puts

Call options by funds: $78.6M | Put options by funds: $121M

Holders
423
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
6.67%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
59
Increased
128
Reduced
134
Closed
61
Calls
$78.6M
Puts
$121M
Net Calls
-$42.2M
Net Calls Change
-$86M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$45.1M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$14M
3
DCM
Driehaus Capital Management
Illinois
+$11.7M
4
HPM
H. Partners Management
New York
+$11.6M
5
LCM
Lonestar Capital Management
California
+$10.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$109M
2
Boston Partners
Boston Partners
Massachusetts
-$85.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$42.8M
4
F
FIFTHDELTA
United Kingdom
-$40M
5
Goldman Sachs
Goldman Sachs
New York
-$32.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
26
Segall Bryant & Hamill
Illinois
$40.8M -$7.54M -195,405 -16%
Charles Schwab
27
Charles Schwab
California
$37M +$1.08M +27,924 +3%
PPA
28
Parametric Portfolio Associates
Washington
$34.5M -$125K -3,235 -0.4%
Norges Bank
29
Norges Bank
Norway
$34.5M -$11.4M -294,958 -25%
Brown Advisory
30
Brown Advisory
Maryland
$32.6M -$26.9M -696,867 -46%
First Trust Advisors
31
First Trust Advisors
Illinois
$27.2M +$3M +77,721 +13%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$26.1M -$5.15M -133,631 -17%
Morgan Stanley
33
Morgan Stanley
New York
$26M +$3.43M +88,868 +16%
N
34
Nuveen
North Carolina
$21.9M +$396K +10,274 +2%
Principal Financial Group
35
Principal Financial Group
Iowa
$20.6M +$10.3K +268 +0.1%
Artisan Partners
36
Artisan Partners
Wisconsin
$19.2M +$209K +5,430 +1%
RAM
37
RWC Asset Management
United Kingdom
$19.1M +$3.45M +89,389 +23%
PCM
38
Prentice Capital Management
Connecticut
$19.1M +$3.18M +82,556 +21%
Pacer Advisors
39
Pacer Advisors
Pennsylvania
$16.9M +$10.1M +262,892 +158%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$16.9M +$4.37M +113,279 +36%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$16.3M -$215K -5,585 -1%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$14.3M +$14M +364,213 New
Swiss National Bank
43
Swiss National Bank
Switzerland
$14.3M +$968K +25,100 +7%
Ameriprise
44
Ameriprise
Minnesota
$14.2M -$1.95M -50,665 -12%
JP Morgan Chase
45
JP Morgan Chase
New York
$14.2M -$30M -777,344 -68%
HA
46
Heartland Advisors
Wisconsin
$13.1M -$2.76M -71,552 -18%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$12.8M -$872K -22,598 -7%
UBS AM
48
UBS AM
Illinois
$12.1M +$81.1K +2,103 +0.7%
DCM
49
Driehaus Capital Management
Illinois
$12M +$11.7M +304,511 New
PGDP
50
Pragma Gestao de Patrimonio
Brazil
$11.8M +$1.54M +40,000 +15%
1
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HOG Hedge Fund Activity: Q1 2022 in Review

423 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2022, worth a combined $5.13B — down 1.8% from $5.22B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of HOG and 59 opened new positions — a net loss of 2 holders — while 134 trimmed existing stakes and 128 added.

The largest buyer was Fidelity Investments, adding an estimated $45.1M. The largest seller was Bank of America, cutting an estimated $109M.

  • 423 institutional investors held Harley-Davidson (HOG) as of Q1 2022, down from 428 in Q4 2021.
  • Funds reported $5.13B of Harley-Davidson stock for Q1 2022, down 1.8% quarter-over-quarter.
  • 59 funds opened new Harley-Davidson positions in Q1 2022 and 61 closed out, a net change of -2 holders.
  • The largest Harley-Davidson buyer in Q1 2022 was Fidelity Investments, an estimated $45.1M added.
  • The largest Harley-Davidson seller in Q1 2022 was Bank of America, an estimated $109M sold.

Based on aggregated 13F filings for Q1 2022.