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Harley-Davidson
HOG

434 hedge funds and large institutions have $4.67B invested in Harley-Davidson in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 138 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 138

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

8% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 60

2.33% less ownership

Funds ownership: 86.11% → 83.78% (-2.3%)

3% less funds holding

Funds holding: 448 → 434 (-14)

9% less capital invested

Capital invested by funds: $5.11B → $4.67B (-$438M)

40% less call options, than puts

Call options by funds: $71.5M | Put options by funds: $120M

Holders
434
Holders Change
-14
Holders Change %
-3.13%
% of All Funds
6.92%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
55
Increased
143
Reduced
138
Closed
60
Calls
$71.5M
Puts
$120M
Net Calls
-$48.1M
Net Calls Change
+$32.6M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$47.6M
2
Norges Bank
Norges Bank
Norway
+$29.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$24M
4
Citadel Advisors
Citadel Advisors
Florida
+$22.7M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$22.6M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$100M
2
Invesco
Invesco
Georgia
-$62.9M
3
SAM
Scopus Asset Management
New York
-$40.6M
4
WCM
Wedge Capital Management
North Carolina
-$34.1M
5
TP
Thunderbird Partners
United Kingdom
-$33.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
YCM
101
Yousif Capital Management
Michigan
$2.69M -$28.6K -650 -0.9%
QT
102
Quantbot Technologies
New York
$2.6M +$3.01M +68,553 New
Treasurer of the State of North Carolina
103
Treasurer of the State of North Carolina
North Carolina
$2.57M +$77.7K +1,768 +3%
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$2.56M +$11M +250,643 +384%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.54M -$402K -9,147 -12%
DTL
106
Dynamic Technology Lab
Singapore
$2.53M +$386K +8,774 +15%
Truist Financial
107
Truist Financial
North Carolina
$2.46M +$1.98K +45 +0.1%
CGH
108
Crossmark Global Holdings
Texas
$2.45M -$1.08M -24,499 -28%
SC
109
Shellback Capital
Massachusetts
$2.42M +$2.8M +63,800 New
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$2.42M +$1.3M +29,665 +87%
Russell Investments Group
111
Russell Investments Group
United Kingdom
$2.4M -$25.9K -590 -0.9%
Group One Trading
112
Group One Trading
Illinois
$2.32M +$1.53M +34,859 +132%
Teacher Retirement System of Texas
113
Teacher Retirement System of Texas
Texas
$2.32M +$96.7K +2,201 +4%
AIP
114
Ameritas Investment Partners
Nebraska
$2.29M – – –
HHAM
115
HITE Hedge Asset Management
Massachusetts
$2.29M +$2.65M +60,389 New
COPPSERS
116
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.28M +$3.16K +72 +0.1%
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$2.21M +$97.5K +2,220 +4%
Franklin Resources
118
Franklin Resources
California
$2.17M -$38.5K -876 -2%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$2.1M +$2.43M +55,315 New
GF
120
Gabelli Funds
New York
$2.04M – – –
JF
121
Jump Financial
Illinois
$1.92M +$2.22M +50,492 New
Osaic Holdings
122
Osaic Holdings
Arizona
$1.91M -$16.1K -367 -0.7%
HSA
123
Hussman Strategic Advisors
Maryland
$1.77M +$901K +20,500 +79%
State of Tennessee, Department of Treasury
124
State of Tennessee, Department of Treasury
Tennessee
$1.75M -$132K -3,003 -6%
Toronto Dominion Bank
125
Toronto Dominion Bank
Ontario, Canada
$1.67M -$125K -2,854 -6%
3 4
5
6 7

HOG Hedge Fund Activity: Q1 2023 in Review

434 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2023, worth a combined $4.67B — down 8.6% from $5.11B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of HOG and 55 opened new positions — a net loss of 5 holders — while 138 trimmed existing stakes and 143 added.

The largest buyer was Millennium Management, adding an estimated $47.6M. The largest seller was Boston Partners, cutting an estimated $100M.

  • 434 institutional investors held Harley-Davidson (HOG) as of Q1 2023, down from 448 in Q4 2022.
  • Funds reported $4.67B of Harley-Davidson stock for Q1 2023, down 8.6% quarter-over-quarter.
  • 55 funds opened new Harley-Davidson positions in Q1 2023 and 60 closed out, a net change of -5 holders.
  • The largest Harley-Davidson buyer in Q1 2023 was Millennium Management, an estimated $47.6M added.
  • The largest Harley-Davidson seller in Q1 2023 was Boston Partners, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2023.