Harley-Davidson
415 hedge funds and large institutions have $3.77B invested in Harley-Davidson in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 114 increasing their positions, 156 reducing their positions, and 56 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.46% less ownership
Funds ownership: 81.85% → 80.39% (-1.5%)
3% less funds holding
Funds holding: 429 → 415 (-14)
9% less capital invested
Capital invested by funds: $4.14B → $3.77B (-$378M)
13% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 56
23% less call options, than puts
Call options by funds: $68.9M | Put options by funds: $89.5M
27% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 156
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$25.4M |
| 2 |
Morgan Stanley
New York
|
+$24.8M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$21M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$14.3M |
| 5 |
Lazard Asset Management
New York
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$41.6M |
| 2 |
Millennium Management
New York
|
-$38.1M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$28.1M |
| 4 |
D.E. Shaw & Co
New York
|
-$21.3M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$19M |
HOG Hedge Fund Activity: Q3 2023 in Review
415 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2023, worth a combined $3.77B — down 9.1% from $4.14B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of HOG and 49 opened new positions — a net loss of 7 holders — while 156 trimmed existing stakes and 114 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $25.4M. The largest seller was Fidelity Investments, cutting an estimated $41.6M.
- 415 institutional investors held Harley-Davidson (HOG) as of Q3 2023, down from 429 in Q2 2023.
- Funds reported $3.77B of Harley-Davidson stock for Q3 2023, down 9.1% quarter-over-quarter.
- 49 funds opened new Harley-Davidson positions in Q3 2023 and 56 closed out, a net change of -7 holders.
- The largest Harley-Davidson buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $25.4M added.
- The largest Harley-Davidson seller in Q3 2023 was Fidelity Investments, an estimated $41.6M sold.
Based on aggregated 13F filings for Q3 2023.