We are live on ! Find out more
HOG icon

Harley-Davidson
HOG

419 hedge funds and large institutions have $4.37B invested in Harley-Davidson in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 110 increasing their positions, 144 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

16% more capital invested

Capital invested by funds: $3.77B → $4.37B (+$601M)

16% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 57

4.71% more ownership

Funds ownership: 80.39% → 85.1% (+4.7%)

1% more funds holding

Funds holding: 414 → 419 (+5)

4% less call options, than puts

Call options by funds: $88.1M | Put options by funds: $91.8M

24% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 144

Holders
419
Holders Change
+5
Holders Change %
+1.21%
% of All Funds
6.11%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
66
Increased
110
Reduced
144
Closed
57
Calls
$88.1M
Puts
$91.8M
Net Calls
-$3.74M
Net Calls Change
+$16.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$62.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$46M
3
JAM
Jupiter Asset Management
United Kingdom
+$39.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$36M
5
American Century Companies
American Century Companies
Missouri
+$25M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$30M
2
BlackRock
BlackRock
New York
-$17.1M
3
Millennium Management
Millennium Management
New York
-$12.9M
4
FCM
Freshford Capital Management
New York
-$10M
5
Squarepoint
Squarepoint
New York
-$9.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$478M -$7.11M -230,586 -2%
HPM
2
H. Partners Management
New York
$435M – – –
BlackRock
3
BlackRock
New York
$412M -$17.1M -554,770 -5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$287M +$46M +1,490,812 +24%
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$281M -$1.01M -32,630 -0.4%
Boston Partners
6
Boston Partners
Massachusetts
$265M +$20.3M +659,654 +10%
JAM
7
Jupiter Asset Management
United Kingdom
$244M +$39.3M +1,275,265 +24%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$193M +$21.2M +689,363 +15%
LSV Asset Management
9
LSV Asset Management
Illinois
$178M -$506K -16,408 -0.3%
Morgan Stanley
10
Morgan Stanley
New York
$170M +$62.2M +2,017,750 +78%
State Street
11
State Street
Massachusetts
$139M +$3.68M +119,330 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$73.8M +$1.04M +33,684 +2%
Citadel Advisors
13
Citadel Advisors
Florida
$62.5M +$36M +1,167,643 +220%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$56.7M +$2.38M +77,331 +5%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$56.2M +$4.85M +157,236 +11%
Norges Bank
16
Norges Bank
Norway
$51.9M +$1.52M +49,330 +4%
Charles Schwab
17
Charles Schwab
California
$48.5M +$1.44M +46,706 +4%
Brown Advisory
18
Brown Advisory
Maryland
$48.2M +$618K +20,065 +2%
American Century Companies
19
American Century Companies
Missouri
$41M +$25M +811,320 +269%
JCM
20
JS Capital Management
New York
$36.8M +$3.33M +108,000 +12%
Northern Trust
21
Northern Trust
Illinois
$36.5M +$466K +15,108 +2%
KP
22
Kiltearn Partners
United Kingdom
$27.7M -$1.15M -37,300 -5%
First Trust Advisors
23
First Trust Advisors
Illinois
$25M +$1.16M +37,651 +6%
AQR Capital Management
24
AQR Capital Management
Connecticut
$22.4M -$1.9M -61,519 -9%
JGC
25
J. Goldman & Co
New York
$21.3M +$17.8M +578,208 New
1
2 3 4 5

HOG Hedge Fund Activity: Q4 2023 in Review

419 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2023, worth a combined $4.37B — up 16% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new HOG positions and 57 closed out — a net gain of 9 holders — while 110 added to existing stakes and 144 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $62.2M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $30M sold.

  • 419 institutional investors held Harley-Davidson (HOG) as of Q4 2023, up from 414 in Q3 2023.
  • Funds reported $4.37B of Harley-Davidson stock for Q4 2023, up 16% quarter-over-quarter.
  • 66 funds opened new Harley-Davidson positions in Q4 2023 and 57 closed out, a net change of +9 holders.
  • The largest Harley-Davidson buyer in Q4 2023 was Morgan Stanley, an estimated $62.2M added.
  • The largest Harley-Davidson seller in Q4 2023 was Arrowstreet Capital, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2023.