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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
CEI
76
Clark Estates Inc
New York
$3.48M – – –
Jane Street
77
Jane Street
New York
$3.45M +$541K +17,547 +23%
Canada Life
78
Canada Life
Manitoba, Canada
$3.44M +$232K +7,536 +9%
GT
79
Glenmede Trust
Pennsylvania
$3.43M -$831K -26,947 -22%
TP
80
Thunderbird Partners
United Kingdom
$3.35M +$186K +6,050 +7%
Wells Fargo
81
Wells Fargo
California
$3.29M -$195K -6,314 -7%
DT
82
Diversified Trust
Tennessee
$3.15M +$2.64M +85,623 New
State of New Jersey Common Pension Fund D
83
State of New Jersey Common Pension Fund D
New Jersey
$3.07M +$174K +5,642 +7%
RGI
84
River Global Investors
United Kingdom
$3.04M -$1.34M -43,372 -34%
AB
85
Amalgamated Bank
New York
$2.98M -$157K -5,090 -6%
Millennium Management
86
Millennium Management
New York
$2.94M -$12.9M -417,532 -84%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$2.93M +$2.93K +95 +0.1%
MOACM
88
Mutual of America Capital Management
New York
$2.89M -$169K -5,471 -7%
MIM
89
MetLife Investment Management
New Jersey
$2.63M -$75K -2,433 -3%
SEI Investments
90
SEI Investments
Pennsylvania
$2.61M -$2.19K -71 -0.1%
APF
91
Alaska Permanent Fund
Alaska
$2.57M +$22.9K +742 +1%
Treasurer of the State of North Carolina
92
Treasurer of the State of North Carolina
North Carolina
$2.43M -$13.4K -435 -0.7%
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$2.39M +$117K +3,798 +6%
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$2.34M -$3.42K -111 -0.2%
YCM
95
Yousif Capital Management
Michigan
$2.27M -$23.7K -770 -1%
CM
96
Caption Management
Oklahoma
$2.18M +$1.3M +42,300 +252%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$2.11M +$108K +3,510 +7%
IMRF
98
Illinois Municipal Retirement Fund
Illinois
$2.06M +$606K +19,662 +54%
AIP
99
Ameritas Investment Partners
Nebraska
$2.03M -$4.13K -134 -0.2%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.98M +$15.7K +508 +1%
2 3
4
5 6

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.