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Harley-Davidson
HOG

423 hedge funds and large institutions have $5.13B invested in Harley-Davidson in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 128 increasing their positions, 134 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

2% less capital invested

Capital invested by funds: $5.22B → $5.13B (-$93.5M)

3% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 61

4% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 134

1% less funds holding

Funds holding: 428 → 423 (-5)

5.73% less ownership

Funds ownership: 90.26% → 84.54% (-5.7%)

35% less call options, than puts

Call options by funds: $78.6M | Put options by funds: $121M

Holders
423
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
6.67%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
59
Increased
128
Reduced
134
Closed
61
Calls
$78.6M
Puts
$121M
Net Calls
-$42.2M
Net Calls Change
-$86M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$45.1M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$14M
3
DCM
Driehaus Capital Management
Illinois
+$11.7M
4
HPM
H. Partners Management
New York
+$11.6M
5
LCM
Lonestar Capital Management
California
+$10.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$109M
2
Boston Partners
Boston Partners
Massachusetts
-$85.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$42.8M
4
F
FIFTHDELTA
United Kingdom
-$40M
5
Goldman Sachs
Goldman Sachs
New York
-$32.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$1.08M – – –
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$1.07M -$8.25K -214 -0.8%
TWC
153
TD Waterhouse Canada
Ontario, Canada
$1.07M -$102K -2,656 -9%
URS
154
Utah Retirement Systems
Utah
$1.07M -$19.3K -500 -2%
BONH
155
Bank of New Hampshire
New Hampshire
$1.06M +$18.6K +483 +2%
NMIMC
156
Northwestern Mutual Investment Management Company
Wisconsin
$1.01M +$1.89K +49 +0.2%
EGM
157
Engineers Gate Manager
New York
$1M -$339K -8,799 -26%
OA
158
Oxbow Advisors
Texas
$999K – – –
MP
159
McDonald Partners
Ohio
$993K +$972K +25,215 New
SO
160
STRS Ohio
Ohio
$971K -$391K -10,138 -29%
WI
161
Wintrust Investments
Illinois
$969K -$15.4K -400 -2%
Two Sigma Advisers
162
Two Sigma Advisers
New York
$961K +$332K +8,600 +54%
CGH
163
Crossmark Global Holdings
Texas
$937K +$403K +10,460 +78%
Creative Planning
164
Creative Planning
Kansas
$910K +$237K +6,152 +36%
Citadel Advisors
165
Citadel Advisors
Florida
$892K -$2.66M -68,949 -75%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$859K +$6.48K +168 +0.8%
Truist Financial
167
Truist Financial
North Carolina
$854K -$211K -5,483 -20%
SOADOR
168
State of Alaska Department of Revenue
Alaska
$852K -$24.1K -625 -3%
IMRF
169
Illinois Municipal Retirement Fund
Illinois
$849K +$239K +6,209 +40%
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$839K -$1.5M -38,921 -65%
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$826K +$54.4K +1,410 +7%
TRSOTSOK
172
Teachers Retirement System of the State of Kentucky
Kentucky
$818K -$57.8K -1,500 -7%
TPWM
173
Twelve Points Wealth Management
Massachusetts
$809K +$303K +7,856 +62%
Baird Financial Group
174
Baird Financial Group
Wisconsin
$798K +$67.1K +1,739 +9%
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$779K -$55.1K -1,428 -7%
5 6
7
8 9

HOG Hedge Fund Activity: Q1 2022 in Review

423 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2022, worth a combined $5.13B — down 1.8% from $5.22B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of HOG and 59 opened new positions — a net loss of 2 holders — while 134 trimmed existing stakes and 128 added.

The largest buyer was Fidelity Investments, adding an estimated $45.1M. The largest seller was Bank of America, cutting an estimated $109M.

  • 423 institutional investors held Harley-Davidson (HOG) as of Q1 2022, down from 428 in Q4 2021.
  • Funds reported $5.13B of Harley-Davidson stock for Q1 2022, down 1.8% quarter-over-quarter.
  • 59 funds opened new Harley-Davidson positions in Q1 2022 and 61 closed out, a net change of -2 holders.
  • The largest Harley-Davidson buyer in Q1 2022 was Fidelity Investments, an estimated $45.1M added.
  • The largest Harley-Davidson seller in Q1 2022 was Bank of America, an estimated $109M sold.

Based on aggregated 13F filings for Q1 2022.