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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
GF
101
Gabelli Funds
New York
$1.98M – – –
Russell Investments Group
102
Russell Investments Group
United Kingdom
$1.98M -$332K -10,765 -17%
Comerica Bank
103
Comerica Bank
Texas
$1.95M -$786K -25,492 -33%
AIMCA
104
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.92M +$467K +15,156 +41%
Toronto Dominion Bank
105
Toronto Dominion Bank
Ontario, Canada
$1.9M -$18.8K -610 -1%
SFCM
106
Savoir Faire Capital Management
Connecticut
$1.87M +$54K +1,752 +4%
UBS Group
107
UBS Group
Switzerland
$1.8M -$9.75M -316,357 -87%
CCIA
108
Campbell & Co Investment Adviser
Maryland
$1.7M +$1.42M +46,031 New
TRSOTSOK
109
Teachers Retirement System of the State of Kentucky
Kentucky
$1.66M – – –
LPL Financial
110
LPL Financial
California
$1.65M -$34.8K -1,130 -2%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$1.62M -$1.29M -41,693 -49%
Macquarie Group
112
Macquarie Group
Australia
$1.61M – – –
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$1.57M +$1.32M +42,685 New
HSA
114
Hussman Strategic Advisors
Maryland
$1.55M -$616K -20,000 -32%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$1.54M -$152K -4,917 -10%
Wealthfront Advisers
116
Wealthfront Advisers
California
$1.49M -$44.1K -1,430 -3%
ASRS
117
Arizona State Retirement System
Arizona
$1.39M -$38.8K -1,258 -3%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$1.37M +$10.5K +342 +0.9%
TA
119
TCM Advisors
West Virginia
$1.33M – – –
WCM
120
Wedge Capital Management
North Carolina
$1.32M +$4.84K +157 +0.4%
OPERF
121
Oregon Public Employees Retirement Fund
Oregon
$1.32M -$9.25K -300 -0.8%
PCM
122
Prentice Capital Management
Connecticut
$1.32M +$1.1M +35,757 New
LSERS
123
Louisiana State Employees Retirement System
Louisiana
$1.31M -$27.7K -900 -2%
Handelsbanken Fonder
124
Handelsbanken Fonder
Sweden
$1.19M +$305K +9,900 +44%
LIP
125
Lighthouse Investment Partners
Florida
$1.13M +$948K +30,746 New
3 4
5
6 7

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.