Harley-Davidson
429 hedge funds and large institutions have $4.14B invested in Harley-Davidson in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 118 increasing their positions, 158 reducing their positions, and 55 closing their positions.
7% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 55
1% less funds holding
Funds holding: 434 → 429 (-5)
1.92% less ownership
Funds ownership: 83.78% → 81.86% (-1.9%)
11% less capital invested
Capital invested by funds: $4.67B → $4.14B (-$526M)
25% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 158
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
31% less call options, than puts
Call options by funds: $65.2M | Put options by funds: $94.1M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$68.5M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$22.1M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$16.2M |
| 4 |
JGC
J. Goldman & Co
New York
|
+$15.7M |
| 5 |
FCM
Freshford Capital Management
Rye Brook,
New York
|
+$14.6M |
Top Sellers
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$79.5M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$60.1M |
| 3 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
-$31.4M |
| 4 |
BC
Brahman Capital
New York
|
-$30.9M |
| 5 |
D.E. Shaw & Co
New York
|
-$22.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCWA
476
Ten Capital Wealth Advisors
Spokane,
Washington
| – | -$11.8K | -311 | Closed |
|
|
RF
477
Robbins Farley
Bedford,
New Hampshire
| – | -$11.4K | -300 | Closed |
|
|
SC
478
Schubert & Co
Mckinney,
Texas
| – | -$5.05K | -133 | Closed |
|
|
CSPAM
479
Cary Street Partners Asset Management
Richmond,
Virginia
| – | -$4.37K | -115 | Closed |
|
|
MWM
480
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$3.71K | -100 | Closed |
|
|
TWA
481
TCI Wealth Advisors
Tucson,
Arizona
| – | -$2.81K | -74 | Closed |
|
|
CFO
482
CVA Family Office
Denver,
Colorado
| – | -$2.47K | -65 | Closed |
|
483
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$1.9K | -50 | Closed |
|
HOG Hedge Fund Activity: Q2 2023 in Review
429 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q2 2023, worth a combined $4.14B — down 11% from $4.67B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of HOG and 51 opened new positions — a net loss of 4 holders — while 158 trimmed existing stakes and 118 added.
The largest buyer was Fidelity Investments, adding an estimated $68.5M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $79.5M.
- 429 institutional investors held Harley-Davidson (HOG) as of Q2 2023, down from 434 in Q1 2023.
- Funds reported $4.14B of Harley-Davidson stock for Q2 2023, down 11% quarter-over-quarter.
- 51 funds opened new Harley-Davidson positions in Q2 2023 and 55 closed out, a net change of -4 holders.
- The largest Harley-Davidson buyer in Q2 2023 was Fidelity Investments, an estimated $68.5M added.
- The largest Harley-Davidson seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $79.5M sold.
Based on aggregated 13F filings for Q2 2023.