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Harley-Davidson

434 hedge funds and large institutions have $4.67B invested in Harley-Davidson in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 138 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 138

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

8% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 60

2.33% less ownership

Funds ownership: 86.11%83.78% (-2.3%)

3% less funds holding

Funds holding: 448434 (-14)

9% less capital invested

Capital invested by funds: $5.11B → $4.67B (-$438M)

40% less call options, than puts

Call options by funds: $71.5M | Put options by funds: $120M

Holders
434
Holders Change
-14
Holders Change %
-3.13%
% of All Funds
6.92%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
55
Increased
143
Reduced
138
Closed
60
Calls
$71.5M
Puts
$120M
Net Calls
-$48.1M
Net Calls Change
+$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$509M +$11.9M +271,915 +2%
HPM
2
H. Partners Management
New York
$465M -$19.8M -450,000 -4%
BlackRock
3
BlackRock
New York
$451M +$4.88M +110,965 +0.9%
Boston Partners
4
Boston Partners
Massachusetts
$318M -$100M -2,283,721 -21%
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$284M +$7.72M +175,579 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$210M -$30.5M -694,353 -11%
JAM
7
Jupiter Asset Management
United Kingdom
$195M -$23.7M -540,377 -10%
LSV Asset Management
8
LSV Asset Management
Illinois
$189M -$685K -15,592 -0.3%
State Street
9
State Street
Massachusetts
$144M +$2.69M +61,109 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$121M -$4.01M -91,199 -3%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$100M -$11.1M -253,706 -9%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$93.7M +$16M +363,900 +17%
Morgan Stanley
13
Morgan Stanley
New York
$85.6M +$11.9M +270,046 +14%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$71.7M +$1.87M +42,454 +2%
Millennium Management
15
Millennium Management
New York
$63.8M +$47.6M +1,083,697 +182%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$61.9M +$7.53M +171,473 +15%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$59M -$3.04M -69,175 -4%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$47.6M +$24M +545,985 +77%
Brown Advisory
19
Brown Advisory
Maryland
$46.6M +$3.92M +89,165 +8%
Bank of America
20
Bank of America
North Carolina
$40.6M -$7.08M -161,012 -13%
Northern Trust
21
Northern Trust
Illinois
$40.3M +$710K +16,166 +2%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$39.2M -$7.73M -175,963 -15%
Invesco
23
Invesco
Georgia
$34.1M -$62.9M -1,431,625 -61%
Charles Schwab
24
Charles Schwab
California
$33.3M -$75.6K -1,721 -0.2%
MRCP
25
Maple Rock Capital Partners
Ontario, Canada
$31.4M -$7.36M -167,500 -17%

HOG Hedge Fund Activity: Q1 2023 in Review

434 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2023, worth a combined $4.67B — down 8.6% from $5.11B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of HOG and 55 opened new positions — a net loss of 5 holders — while 138 trimmed existing stakes and 143 added.

The largest buyer was Millennium Management, adding an estimated $47.6M. The largest seller was Boston Partners, cutting an estimated $100M.

  • 434 institutional investors held Harley-Davidson (HOG) as of Q1 2023, down from 448 in Q4 2022.
  • Funds reported $4.67B of Harley-Davidson stock for Q1 2023, down 8.6% quarter-over-quarter.
  • 55 funds opened new Harley-Davidson positions in Q1 2023 and 60 closed out, a net change of -5 holders.
  • The largest Harley-Davidson buyer in Q1 2023 was Millennium Management, an estimated $47.6M added.
  • The largest Harley-Davidson seller in Q1 2023 was Boston Partners, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2023.