We are live on ! Find out more
HOG icon

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
VanEck Associates
51
VanEck Associates
New York
$8.85M -$2.09M -67,835 -22%
Connor, Clark & Lunn Investment Management (CC&L)
52
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.39M +$4.22M +136,913 +151%
Ameriprise
53
Ameriprise
Minnesota
$8.04M -$1.27M -41,097 -16%
Prudential Financial
54
Prudential Financial
New Jersey
$8.02M -$683K -22,173 -9%
AllianceBernstein
55
AllianceBernstein
Tennessee
$7.99M +$768K +24,932 +13%
UBS AM
56
UBS AM
Illinois
$7.91M -$104K -3,358 -2%
CS
57
Credit Suisse
Switzerland
$7.54M -$42.6K -1,381 -0.7%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$6.36M -$213K -6,901 -4%
AIG
59
American International Group
New York
$6.31M -$323K -10,467 -6%
Retirement Systems of Alabama
60
Retirement Systems of Alabama
Alabama
$5.85M -$69.7K -2,260 -1%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$5.84M +$1.48K +48 +0%
Allianz Asset Management
62
Allianz Asset Management
Germany
$5.37M +$168K +5,442 +4%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$5.29M -$1.42M -46,123 -24%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$5.26M -$259K -8,410 -6%
PP
65
PDT Partners
New York
$5.16M +$2M +64,918 +86%
Barclays
66
Barclays
United Kingdom
$4.95M -$492K -15,978 -11%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$4.88M +$24.7K +801 +0.6%
Holocene Advisors
68
Holocene Advisors
New York
$4.8M -$1.06M -34,287 -21%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$4.74M -$180K -5,830 -4%
Amundi
70
Amundi
France
$4.65M +$4.19M +135,923 New
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$4.47M -$404K -13,097 -10%
Squarepoint
72
Squarepoint
New York
$4.16M -$9.92M -321,698 -74%
TPSF
73
Texas Permanent School Fund
Texas
$4.03M -$4.59K -149 -0.1%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.9M -$150K -4,851 -4%
IP
75
Interval Partners
New York
$3.87M +$3.24M +105,000 New
1 2
3
4 5

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.