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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
RJA
26
Raymond James & Associates
Florida
$25.8M +$1.19M +32,073 +6%
BA
27
Bridgewater Associates
Connecticut
$23.8M +$4.88M +132,074 +32%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$21.5M +$18.2M +490,883 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$21.1M -$1.49M -40,287 -8%
Principal Financial Group
30
Principal Financial Group
Iowa
$20.9M +$441K +11,918 +3%
JGC
31
J. Goldman & Co
New York
$18.1M -$6.08M -164,449 -28%
N
32
Nuveen
North Carolina
$16.6M -$375K -10,150 -3%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$16.6M -$737K -19,932 -5%
Lazard Asset Management
34
Lazard Asset Management
New York
$16.2M -$673K -18,204 -5%
PGDP
35
Pragma Gestao de Patrimonio
Brazil
$15.7M +$370K +10,000 +3%
Artisan Partners
36
Artisan Partners
Wisconsin
$15.7M -$445K -12,039 -3%
GT
37
Glenmede Trust
Pennsylvania
$15.2M +$9.37M +253,507 +272%
JP Morgan Chase
38
JP Morgan Chase
New York
$13.8M -$1.7M -46,003 -13%
Legal & General Group
39
Legal & General Group
United Kingdom
$12.3M -$796K -21,525 -7%
Capital Fund Management (CFM)
40
Capital Fund Management (CFM)
France
$12.2M -$763K -20,620 -7%
SCM
41
SG Capital Management
Illinois
$11.8M +$9.97M +269,702 New
Prudential Financial
42
Prudential Financial
New Jersey
$11.6M +$1.74M +47,145 +22%
Swiss National Bank
43
Swiss National Bank
Switzerland
$11.4M -$144K -3,900 -1%
IP
44
Interval Partners
New York
$10.7M +$5.13M +138,702 +132%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$10.3M -$211K -5,716 -2%
UBS AM
46
UBS AM
Illinois
$10.2M +$701K +18,969 +9%
UBS Group
47
UBS Group
Switzerland
$10.2M +$6.8M +183,884 +377%
Hudson Bay Capital Management
48
Hudson Bay Capital Management
Connecticut
$9.91M +$8.38M +226,585 New
Goldman Sachs
49
Goldman Sachs
New York
$9.7M -$748K -20,218 -8%
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.59M -$311K -8,408 -4%

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.