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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
SWS
126
SYSTM Wealth Solutions
Illinois
$1.13M +$29.8K +968 +3%
SOMRS
127
State of Michigan Retirement System
Michigan
$1.12M -$15.4K -500 -2%
TWC
128
TD Waterhouse Canada
Ontario, Canada
$1.09M +$103K +3,341 +13%
Grantham, Mayo, Van Otterloo & Co (GMO)
129
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.07M -$284K -9,226 -24%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$1.04M +$79.4K +2,577 +10%
NMIMC
131
Northwestern Mutual Investment Management Company
Wisconsin
$1.04M -$12.3K -400 -1%
CCM
132
Cinctive Capital Management
New York
$1.04M +$868K +28,158 New
COPPSERS
133
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.03M +$57.2K +1,855 +7%
Victory Capital Management
134
Victory Capital Management
Texas
$1.02M +$121K +3,911 +16%
VPIM
135
Vanguard Personalized Indexing Management
California
$1.01M +$427K +13,846 +102%
NMERB
136
New Mexico Educational Retirement Board
New Mexico
$1M – – –
GS
137
GTS Securities
New York
$994K +$832K +26,991 New
Citigroup
138
Citigroup
New York
$946K -$70.6K -2,290 -8%
Stifel Financial
139
Stifel Financial
Missouri
$942K +$12.1K +393 +2%
HighTower Advisors
140
HighTower Advisors
Illinois
$928K +$480K +15,563 +157%
TPWM
141
Twelve Points Wealth Management
Massachusetts
$915K +$140K +4,540 +22%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$911K -$926K -30,027 -55%
Osaic Holdings
143
Osaic Holdings
Arizona
$906K -$764K -24,795 -50%
MP
144
McDonald Partners
Ohio
$902K -$8.48K -275 -1%
GC
145
Guggenheim Capital
Illinois
$900K +$299K +9,716 +66%
EI
146
Ethic Inc
New York
$893K +$228K +7,412 +44%
HSBC Holdings
147
HSBC Holdings
United Kingdom
$878K -$707K -22,928 -49%
Creative Planning
148
Creative Planning
Kansas
$852K +$20.8K +676 +3%
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$840K -$787K -25,523 -53%
Natixis Advisors
150
Natixis Advisors
Massachusetts
$823K -$356K -11,560 -34%
4 5
6
7 8

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.