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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$525M -$27.8M -721,683 -5%
BlackRock
2
BlackRock
New York
$501M +$7.49M +194,089 +2%
HPM
3
H. Partners Management
New York
$496M +$11.6M +300,000 +2%
Boston Partners
4
Boston Partners
Massachusetts
$393M -$85.3M -2,212,904 -18%
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$284M +$8.11M +210,360 +3%
LSV Asset Management
6
LSV Asset Management
Illinois
$196M +$3.03M +78,466 +2%
State Street
7
State Street
Massachusetts
$162M +$8.35M +216,545 +6%
JAM
8
Jupiter Asset Management
United Kingdom
$159M +$3.75M +97,184 +2%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$126M +$7.54M +195,527 +7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$123M +$4.57M +118,627 +4%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$122M -$29.3K -760 -0%
IAM
12
Impala Asset Management
Florida
$108M -$18.2M -472,509 -15%
TP
13
Thunderbird Partners
United Kingdom
$107M +$10.4M +270,931 +11%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$87.4M -$1.42M -36,782 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$82.4M +$2.69M +69,729 +3%
Invesco
16
Invesco
Georgia
$77.5M +$3.14M +81,528 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$76.1M +$1.17M +30,448 +2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$74.8M +$45.1M +1,170,553 +161%
BC
19
Brahman Capital
New York
$72.5M -$12.2M -315,563 -15%
Goldman Sachs
20
Goldman Sachs
New York
$72.3M -$32.4M -841,228 -31%
KP
21
Kiltearn Partners
United Kingdom
$72.3M -$8.46M -219,400 -11%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$65.4M -$3.71M -96,138 -6%
Bank of America
23
Bank of America
North Carolina
$61.3M -$109M -2,833,113 -65%
EVM
24
Eaton Vance Management
Massachusetts
$60.6M +$10.4M +270,398 +21%
Northern Trust
25
Northern Trust
Illinois
$50.5M +$1.29M +33,456 +3%
1
2 3 4 5

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.