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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
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$20.6M +$17.2M +557,011 +15,965%
RJA
27
Raymond James & Associates
Florida
$20.5M -$247K -8,012 -1%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$19.4M -$4.12M -133,673 -20%
Bank of America
29
Bank of America
North Carolina
$18.9M -$7.4M -240,223 -32%
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$17.5M +$8.39M +272,120 +135%
Principal Financial Group
31
Principal Financial Group
Iowa
$17.1M -$319K -10,346 -2%
BA
32
Bridgewater Associates
Connecticut
$15.2M -$974K -31,610 -7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$15.2M +$8.85M +287,023 +230%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$14.7M -$178K -5,780 -1%
N
35
Nuveen
North Carolina
$14.4M -$1.74M -56,342 -13%
Lazard Asset Management
36
Lazard Asset Management
New York
$14.3M +$2.14M +69,411 +22%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$13.7M -$9.77M -316,935 -46%
Invesco
38
Invesco
Georgia
$13.7M -$1.72M -55,960 -13%
Artisan Partners
39
Artisan Partners
Wisconsin
$13.6M -$283K -9,195 -2%
JP Morgan Chase
40
JP Morgan Chase
New York
$13.4M -$102K -3,299 -0.9%
AG
41
Algert Global
California
$12.9M +$1.45M +46,973 +15%
FCM
42
Freshford Capital Management
New York
$12.9M -$10M -325,773 -48%
PGDP
43
Pragma Gestao de Patrimonio
Brazil
$12.9M +$216K +7,000 +2%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$11.6M +$5.54M +179,844 +133%
Legal & General Group
45
Legal & General Group
United Kingdom
$11.2M -$764K -24,791 -8%
Capital Fund Management (CFM)
46
Capital Fund Management (CFM)
France
$11M -$2.97M -96,306 -24%
Swiss National Bank
47
Swiss National Bank
Switzerland
$9.77M -$1.08M -35,000 -12%
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$9.46M -$1.05M -33,949 -12%
Goldman Sachs
49
Goldman Sachs
New York
$8.91M +$1.62M +52,446 +28%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$8.88M -$387K -12,560 -5%
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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.