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Harley-Davidson

401 hedge funds and large institutions have $3.97B invested in Harley-Davidson in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 144 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.28% more ownership

Funds ownership: 84.54%85.82% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

5% less funds holding

Funds holding: 423401 (-22)

22% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 144

23% less capital invested

Capital invested by funds: $5.13B → $3.97B (-$1.16B)

24% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 63

51% less call options, than puts

Call options by funds: $45.5M | Put options by funds: $92.8M

Holders
401
Holders Change
-22
Holders Change %
-5.2%
% of All Funds
6.76%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
48
Increased
112
Reduced
144
Closed
63
Calls
$45.5M
Puts
$92.8M
Net Calls
-$47.3M
Net Calls Change
-$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$411M -$11.5M -324,426 -2%
HPM
2
H. Partners Management
New York
$402M +$3.55M +100,000 +0.8%
BlackRock
3
BlackRock
New York
$390M -$14.2M -400,163 -3%
Boston Partners
4
Boston Partners
Massachusetts
$328M +$10.6M +297,238 +3%
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$235M +$7.25M +203,930 +3%
LSV Asset Management
6
LSV Asset Management
Illinois
$156M -$2.36M -66,486 -1%
JAM
7
Jupiter Asset Management
United Kingdom
$144M +$17.7M +499,170 +12%
State Street
8
State Street
Massachusetts
$121M -$10.6M -298,610 -7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$102M +$3.96M +111,315 +4%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$102M +$705K +19,847 +0.6%
TP
11
Thunderbird Partners
United Kingdom
$99.4M +$15.3M +429,956 +16%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$66.3M -$4.43M -124,647 -6%
Invesco
13
Invesco
Georgia
$64.7M +$2.62M +73,806 +4%
Goldman Sachs
14
Goldman Sachs
New York
$64.5M +$7.16M +201,500 +11%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$61.8M -$4.96M -139,603 -7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$57.9M -$3.66M -102,841 -5%
BC
17
Brahman Capital
New York
$56.1M -$2.41M -67,880 -4%
KP
18
Kiltearn Partners
United Kingdom
$55.6M -$2.74M -77,200 -4%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$53.8M -$7.03M -197,906 -10%
Morgan Stanley
20
Morgan Stanley
New York
$52.5M +$35.5M +998,556 +151%
CCM
21
Candlestick Capital Management
Connecticut
$49.9M +$56M +1,575,000 New
Bank of America
22
Bank of America
North Carolina
$36.9M -$13.8M -389,163 -25%
Northern Trust
23
Northern Trust
Illinois
$36.7M -$4.29M -120,618 -9%
EVM
24
Eaton Vance Management
Massachusetts
$33.8M -$16.7M -468,439 -30%
Charles Schwab
25
Charles Schwab
California
$29.1M -$722K -20,303 -2%

HOG Hedge Fund Activity: Q2 2022 in Review

401 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q2 2022, worth a combined $3.97B — down 23% from $5.13B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of HOG and 48 opened new positions — a net loss of 15 holders — while 144 trimmed existing stakes and 112 added.

The largest buyer was Candlestick Capital Management, opening a new position worth an estimated $56M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $97.6M.

  • 401 institutional investors held Harley-Davidson (HOG) as of Q2 2022, down from 423 in Q1 2022.
  • Funds reported $3.97B of Harley-Davidson stock for Q2 2022, down 23% quarter-over-quarter.
  • 48 funds opened new Harley-Davidson positions in Q2 2022 and 63 closed out, a net change of -15 holders.
  • The largest Harley-Davidson buyer in Q2 2022 was Candlestick Capital Management, an estimated $56M added.
  • The largest Harley-Davidson seller in Q2 2022 was Hotchkis & Wiley Capital Management, an estimated $97.6M sold.

Based on aggregated 13F filings for Q2 2022.