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Harley-Davidson

413 hedge funds and large institutions have $4.26B invested in Harley-Davidson in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 102 increasing their positions, 156 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 45

7% more capital invested

Capital invested by funds: $3.97B → $4.26B (+$295M)

3% more funds holding

Funds holding: 401413 (+12)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.39% less ownership

Funds ownership: 85.82%84.43% (-1.4%)

35% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 156

43% less call options, than puts

Call options by funds: $56.1M | Put options by funds: $98.6M

Holders
413
Holders Change
+12
Holders Change %
+2.99%
% of All Funds
7.11%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
61
Increased
102
Reduced
156
Closed
45
Calls
$56.1M
Puts
$98.6M
Net Calls
-$42.5M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$447M -$7M -186,466 -1%
HPM
2
H. Partners Management
New York
$443M
BlackRock
3
BlackRock
New York
$393M -$40.2M -1,071,262 -9%
Boston Partners
4
Boston Partners
Massachusetts
$373M +$11.1M +296,422 +3%
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$256M -$2.66M -70,722 -1%
LSV Asset Management
6
LSV Asset Management
Illinois
$173M +$2.05M +54,609 +1%
JAM
7
Jupiter Asset Management
United Kingdom
$169M +$12M +320,390 +7%
State Street
8
State Street
Massachusetts
$127M -$6.83M -181,953 -5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$116M +$3.65M +97,167 +3%
TP
10
Thunderbird Partners
United Kingdom
$113M +$3.41M +90,761 +3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$102M +$45.6M +1,213,190 +71%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$93M -$20.8M -553,678 -17%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$73.4M +$398K +10,605 +0.5%
Invesco
14
Invesco
Georgia
$70.4M -$910K -24,239 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$63.1M -$5.27M -140,290 -7%
BC
16
Brahman Capital
New York
$61.3M -$583K -15,522 -0.9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$58.5M -$5.72M -152,311 -8%
Morgan Stanley
18
Morgan Stanley
New York
$52.7M -$5.53M -147,362 -9%
KP
19
Kiltearn Partners
United Kingdom
$48M -$14.3M -380,130 -22%
Bank of America
20
Bank of America
North Carolina
$42.4M +$1.89M +50,388 +4%
Goldman Sachs
21
Goldman Sachs
New York
$37.5M -$36.2M -962,858 -47%
CCM
22
Candlestick Capital Management
Connecticut
$37.1M -$19.2M -510,481 -32%
Northern Trust
23
Northern Trust
Illinois
$36.6M -$4.19M -111,672 -10%
Brown Advisory
24
Brown Advisory
Maryland
$33.3M +$2.57M +68,559 +8%
EVM
25
Eaton Vance Management
Massachusetts
$31.9M -$5.76M -153,500 -14%

HOG Hedge Fund Activity: Q3 2022 in Review

413 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2022, worth a combined $4.26B — up 7.4% from $3.97B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HOG positions and 45 closed out — a net gain of 16 holders — while 102 added to existing stakes and 156 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45.6M. The largest seller was BlackRock, cutting an estimated $40.2M.

  • 413 institutional investors held Harley-Davidson (HOG) as of Q3 2022, up from 401 in Q2 2022.
  • Funds reported $4.26B of Harley-Davidson stock for Q3 2022, up 7.4% quarter-over-quarter.
  • 61 funds opened new Harley-Davidson positions in Q3 2022 and 45 closed out, a net change of +16 holders.
  • The largest Harley-Davidson buyer in Q3 2022 was Fidelity Investments, an estimated $45.6M added.
  • The largest Harley-Davidson seller in Q3 2022 was BlackRock, an estimated $40.2M sold.

Based on aggregated 13F filings for Q3 2022.