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Harley-Davidson

419 hedge funds and large institutions have $4.5B invested in Harley-Davidson in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 123 increasing their positions, 134 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

17% more capital invested

Capital invested by funds: $3.85B → $4.5B (+$646M)

3.39% more ownership

Funds ownership: 85.27%88.66% (+3.4%)

2% more funds holding

Funds holding: 409419 (+10)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less call options, than puts

Call options by funds: $70.1M | Put options by funds: $74.8M

8% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 134

Holders
419
Holders Change
+10
Holders Change %
+2.44%
% of All Funds
6.02%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
66
Increased
123
Reduced
134
Closed
54
Calls
$70.1M
Puts
$74.8M
Net Calls
-$4.63M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAMU
101
Lombard Odier Asset Management (USA)
New York
$2.14M +$2.01M +55,525 New
Wells Fargo
102
Wells Fargo
California
$2.12M -$362 -10 -0%
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$2.11M -$294K -8,100 -13%
GF
104
Gabelli Funds
New York
$2.07M
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$2.01M -$158K -4,348 -8%
AIMCA
106
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2M
AIP
107
Ameritas Investment Partners
Nebraska
$1.98M -$62.7K -1,731 -3%
QCM
108
Quantinno Capital Management
New York
$1.94M +$1.1M +30,388 +151%
ACM
109
Aquatic Capital Management
Illinois
$1.94M -$565K -15,600 -24%
MCM
110
Mork Capital Management
California
$1.93M +$1.81M +50,000 New
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$1.93M +$29.5K +815 +2%
LPL Financial
112
LPL Financial
California
$1.92M +$110K +3,038 +7%
SO
113
STRS Ohio
Ohio
$1.82M +$313K +8,623 +22%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$1.81M +$145K +4,000 +9%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$1.81M +$18.6K +513 +1%
BBVA
116
Banco Bilbao Vizcaya Argentaria
Spain
$1.8M +$78.8K +2,174 +5%
YCM
117
Yousif Capital Management
Michigan
$1.78M -$279K -7,704 -14%
Citigroup
118
Citigroup
New York
$1.76M +$466K +12,870 +39%
PI
119
PineBridge Investments
New York
$1.76M +$1.65M +45,647 New
TRSOTSOK
120
Teachers Retirement System of the State of Kentucky
Kentucky
$1.74M
BA
121
Bridgewater Associates
Connecticut
$1.73M -$2.68M -73,938 -62%
Mirae Asset Global ETFs Holdings
122
Mirae Asset Global ETFs Holdings
Hong Kong
$1.7M +$1.6M +44,167 New
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.69M -$79.3K -2,189 -5%
Lazard Asset Management
124
Lazard Asset Management
New York
$1.63M -$12.5M -344,032 -89%
TPWM
125
Twelve Points Wealth Management
Massachusetts
$1.6M +$236K +6,512 +19%

HOG Hedge Fund Activity: Q3 2024 in Review

419 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2024, worth a combined $4.5B — up 17% from $3.85B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new HOG positions and 54 closed out — a net gain of 12 holders — while 123 added to existing stakes and 134 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $151M. The largest seller was Citadel Advisors, cutting an estimated $67.4M.

  • 419 institutional investors held Harley-Davidson (HOG) as of Q3 2024, up from 409 in Q2 2024.
  • Funds reported $4.5B of Harley-Davidson stock for Q3 2024, up 17% quarter-over-quarter.
  • 66 funds opened new Harley-Davidson positions in Q3 2024 and 54 closed out, a net change of +12 holders.
  • The largest Harley-Davidson buyer in Q3 2024 was Pacer Advisors, an estimated $151M added.
  • The largest Harley-Davidson seller in Q3 2024 was Citadel Advisors, an estimated $67.4M sold.

Based on aggregated 13F filings for Q3 2024.