We are live on ! Find out more
HOG icon

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
WG
176
Winton Group
United Kingdom
$529K +$83.8K +2,720 +23%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$529K +$4.01K +130 +0.9%
CT
178
ClearAlpha Technologies
Connecticut
$519K +$434K +14,084 New
DTC
179
Davidson Trust Company
Washington
$516K – – –
AIM
180
ARGA Investment Management
Connecticut
$508K +$425K +13,781 New
SOADOR
181
State of Alaska Department of Revenue
Alaska
$504K -$50.2K -1,630 -11%
CGH
182
Crossmark Global Holdings
Texas
$501K -$35.3K -1,146 -8%
Cerity Partners
183
Cerity Partners
New York
$497K +$53.3K +1,729 +15%
Tudor Investment Corp
184
Tudor Investment Corp
Connecticut
$491K +$410K +13,316 New
SAM
185
Storebrand Asset Management
Norway
$488K – – –
State of Wisconsin Investment Board
186
State of Wisconsin Investment Board
Wisconsin
$470K -$83.6K -2,712 -18%
Mariner
187
Mariner
Kansas
$468K -$1.79K -58 -0.5%
LIA
188
LS Investment Advisors
Michigan
$462K – – –
CIBC World Market
189
CIBC World Market
Ontario, Canada
$455K -$24.4K -793 -6%
CB
190
Commerce Bank
Missouri
$452K -$13.2K -429 -3%
MPI
191
Mairs & Power Inc
Minnesota
$449K -$66.3K -2,150 -15%
SBH
192
Segall Bryant & Hamill
Illinois
$440K -$51.3K -1,665 -12%
XT
193
XTX Topco
Cayman Islands
$431K +$361K +11,706 New
Baird Financial Group
194
Baird Financial Group
Wisconsin
$427K -$85.9K -2,787 -19%
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$427K +$12.1K +393 +4%
TRCT
196
Tower Research Capital (TRC)
New York
$420K -$3.24K -105 -0.9%
BHCM
197
Brevan Howard Capital Management
Jersey
$410K +$132K +4,281 +62%
Federated Hermes
198
Federated Hermes
Pennsylvania
$407K -$219K -7,102 -39%
Cambridge Investment Research Advisors
199
Cambridge Investment Research Advisors
Iowa
$395K -$8.6K -279 -3%
SAM
200
Securian Asset Management
Minnesota
$394K -$6.93K -225 -2%
6 7
8
9 10

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.