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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
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$818K -$57.7K -1,873 -8%
CANY
152
Caxton Associates (New York)
New York
$815K +$682K +22,134 New
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$782K -$1.93M -62,490 -75%
Impax Asset Management Group
154
Impax Asset Management Group
United Kingdom
$780K +$284K +9,200 +77%
Pathstone Holdings
155
Pathstone Holdings
New Jersey
$779K +$652K +21,146 New
SG Americas Securities
156
SG Americas Securities
New York
$754K +$27.3K +887 +5%
JFG
157
Jefferies Financial Group
New York
$749K +$627K +20,338 New
FRM
158
Fox Run Management
Connecticut
$726K +$267K +8,659 +78%
OC
159
Oppenheimer & Co
New York
$719K -$6.17K -200 -1%
1WA
160
180 Wealth Advisors
Washington
$715K +$14.4K +466 +2%
Pacer Advisors
161
Pacer Advisors
Pennsylvania
$702K +$254K +8,233 +76%
ACM
162
Aquatic Capital Management
Illinois
$678K -$447K -14,500 -44%
GAM
163
Gotham Asset Management
New York
$639K -$1.91M -61,921 -78%
Wealth Enhancement Advisory Services
164
Wealth Enhancement Advisory Services
Minnesota
$639K -$264K -8,574 -33%
AIM
165
Aigen Investment Management
New York
$611K +$48.6K +1,577 +11%
NYLIM
166
New York Life Investment Management
New York
$600K +$31.7K +1,029 +7%
Pictet Asset Management
167
Pictet Asset Management
Switzerland
$593K – – –
US Bancorp
168
US Bancorp
Minnesota
$590K +$10.7K +346 +2%
BAM
169
Blueshift Asset Management
New Jersey
$586K +$490K +15,908 New
SSA
170
Schonfeld Strategic Advisors
New York
$579K -$436K -14,158 -47%
Public Employees Retirement Association of Colorado
171
Public Employees Retirement Association of Colorado
Colorado
$575K -$16.8K -545 -3%
X
172
Xponance
Pennsylvania
$565K -$9.77K -317 -2%
FWCM
173
Ferguson Wellman Capital Management
Oregon
$564K -$62 -2 -0%
FIM
174
Fernwood Investment Management
Massachusetts
$560K -$30.8K -1,000 -6%
Schroder Investment Management Group
175
Schroder Investment Management Group
United Kingdom
$554K – – –
5 6
7
8 9

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.