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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
Schroder Investment Management Group
151
Schroder Investment Management Group
United Kingdom
$946K +$66.1K +1,824 +8%
Cerity Partners
152
Cerity Partners
New York
$931K +$31.1K +858 +4%
OPERF
153
Oregon Public Employees Retirement Fund
Oregon
$931K -$47.1K -1,300 -5%
VPIM
154
Vanguard Personalized Indexing Management
California
$926K +$29.6K +817 +4%
MP
155
McDonald Partners
Ohio
$914K -$19.9K -550 -2%
AIM
156
Aigen Investment Management
New York
$893K +$206K +5,680 +32%
I
157
InceptionR
California
$889K +$837K +23,080 New
PTC
158
Petrus Trust Company
Texas
$879K +$255K +7,033 +45%
HighTower Advisors
159
HighTower Advisors
Illinois
$873K -$7.76K -214 -0.9%
Natixis Advisors
160
Natixis Advisors
Massachusetts
$873K +$99.9K +2,756 +14%
Osaic Holdings
161
Osaic Holdings
Arizona
$868K -$137K -3,774 -14%
Stifel Financial
162
Stifel Financial
Missouri
$847K +$68K +1,875 +9%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$806K +$1.23K +34 +0.2%
EI
164
Ethic Inc
New York
$790K -$25.8K -712 -4%
RC
165
RBF Capital
California
$771K +$725K +20,000 New
BHCM
166
Brevan Howard Capital Management
Jersey
$750K -$97.4K -2,688 -12%
Pathstone Holdings
167
Pathstone Holdings
New Jersey
$735K -$177K -4,884 -20%
B
168
Bailard
California
$717K +$674K +18,598 New
CM
169
Crestline Management
Texas
$701K +$660K +18,202 New
Pictet Asset Management
170
Pictet Asset Management
Switzerland
$683K +$58.7K +1,620 +10%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$682K -$14.6K -404 -2%
AC
172
AXQ Capital
New Jersey
$675K +$635K +17,522 New
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$664K -$34.5K -952 -5%
QC
174
Quadrature Capital
United Kingdom
$654K -$917K -25,299 -60%
NRD
175
Nebula Research & Development
New York
$642K +$604K +16,671 New

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.