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Harley-Davidson

413 hedge funds and large institutions have $5.01B invested in Harley-Davidson in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 129 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $4.37B → $5.01B (+$645M)

1% more call options, than puts

Call options by funds: $91.9M | Put options by funds: $90.8M

2% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 58

6% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 129

1.19% less ownership

Funds ownership: 85.1%83.91% (-1.2%)

1% less funds holding

Funds holding: 419413 (-6)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
413
Holders Change
-6
Holders Change %
-1.43%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
57
Increased
121
Reduced
129
Closed
58
Calls
$91.9M
Puts
$90.8M
Net Calls
+$1.07M
Net Calls Change
+$4.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
151
Cerity Partners
New York
$951K +$305K +8,252 +61%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$935K -$30.6K -827 -4%
Impax Asset Management Group
153
Impax Asset Management Group
United Kingdom
$927K
AQR Capital Management
154
AQR Capital Management
Connecticut
$924K -$21.7M -586,393 -97%
Pathstone Holdings
155
Pathstone Holdings
New Jersey
$901K -$19.9K -539 -3%
Stifel Financial
156
Stifel Financial
Missouri
$883K -$200K -5,399 -21%
1WA
157
180 Wealth Advisors
Washington
$852K -$9.13K -247 -1%
Pacer Advisors
158
Pacer Advisors
Pennsylvania
$826K -$6.07K -164 -0.9%
EI
159
Ethic Inc
New York
$790K -$228K -6,166 -25%
Pictet Asset Management
160
Pictet Asset Management
Switzerland
$771K +$56.5K +1,528 +9%
Capstone Investment Advisors
161
Capstone Investment Advisors
New York
$769K +$303K +8,203 +87%
Teacher Retirement System of Texas
162
Teacher Retirement System of Texas
Texas
$753K -$206K -5,569 -24%
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$693K -$55.3K -1,495 -9%
US Bancorp
164
US Bancorp
Minnesota
$671K -$24.9K -674 -4%
FIM
165
Fernwood Investment Management
Massachusetts
$665K
X
166
Xponance
Pennsylvania
$660K -$9.24K -250 -2%
Tudor Investment Corp
167
Tudor Investment Corp
Connecticut
$659K +$65.1K +1,761 +13%
Federated Hermes
168
Federated Hermes
Pennsylvania
$657K +$146K +3,961 +36%
Mariner
169
Mariner
Kansas
$648K +$78.3K +2,117 +17%
Public Employees Retirement Association of Colorado
170
Public Employees Retirement Association of Colorado
Colorado
$625K -$49.4K -1,335 -9%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$623K -$4.73K -128 -0.9%
DTC
172
Davidson Trust Company
Washington
$612K
FWCM
173
Ferguson Wellman Capital Management
Oregon
$609K -$51.8K -1,400 -9%
AIM
174
ARGA Investment Management
Connecticut
$603K
SOADOR
175
State of Alaska Department of Revenue
Alaska
$598K

HOG Hedge Fund Activity: Q1 2024 in Review

413 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2024, worth a combined $5.01B — up 15% from $4.37B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of HOG and 57 opened new positions — a net loss of 1 holder — while 129 trimmed existing stakes and 121 added.

The largest buyer was Millennium Management, adding an estimated $45.5M. The largest seller was Morgan Stanley, cutting an estimated $76.9M.

  • 413 institutional investors held Harley-Davidson (HOG) as of Q1 2024, down from 419 in Q4 2023.
  • Funds reported $5.01B of Harley-Davidson stock for Q1 2024, up 15% quarter-over-quarter.
  • 57 funds opened new Harley-Davidson positions in Q1 2024 and 58 closed out, a net change of -1 holder.
  • The largest Harley-Davidson buyer in Q1 2024 was Millennium Management, an estimated $45.5M added.
  • The largest Harley-Davidson seller in Q1 2024 was Morgan Stanley, an estimated $76.9M sold.

Based on aggregated 13F filings for Q1 2024.