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Harley-Davidson

413 hedge funds and large institutions have $5.01B invested in Harley-Davidson in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 129 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $4.37B → $5.01B (+$645M)

1% more call options, than puts

Call options by funds: $91.9M | Put options by funds: $90.8M

2% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 58

6% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 129

1.19% less ownership

Funds ownership: 85.1%83.91% (-1.2%)

1% less funds holding

Funds holding: 419413 (-6)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
413
Holders Change
-6
Holders Change %
-1.43%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
57
Increased
121
Reduced
129
Closed
58
Calls
$91.9M
Puts
$90.8M
Net Calls
+$1.07M
Net Calls Change
+$4.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$587M +$16.7M +452,536 +3%
HPM
2
H. Partners Management
New York
$516M
BlackRock
3
BlackRock
New York
$492M +$3.18M +85,895 +0.8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$354M +$11M +297,776 +4%
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$338M +$4.05M +109,551 +1%
Boston Partners
6
Boston Partners
Massachusetts
$286M -$24.4M -659,486 -9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$242M +$11M +298,364 +6%
JAM
8
Jupiter Asset Management
United Kingdom
$224M -$55.5M -1,500,880 -23%
LSV Asset Management
9
LSV Asset Management
Illinois
$213M +$1.25M +33,667 +0.7%
State Street
10
State Street
Massachusetts
$167M +$2.02M +54,510 +1%
Morgan Stanley
11
Morgan Stanley
New York
$111M -$76.9M -2,078,848 -45%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$91.8M +$3.47M +93,778 +5%
Citadel Advisors
13
Citadel Advisors
Florida
$74.7M +$332K +8,970 +0.5%
American Century Companies
14
American Century Companies
Missouri
$69.4M +$17.5M +473,377 +43%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$65M -$1.98M -53,478 -3%
Charles Schwab
16
Charles Schwab
California
$60.2M +$2.2M +59,413 +5%
Brown Advisory
17
Brown Advisory
Maryland
$57.7M +$426K +11,519 +0.9%
Millennium Management
18
Millennium Management
New York
$57.3M +$45.5M +1,230,554 +1,541%
Norges Bank
19
Norges Bank
Norway
$53.4M -$6.87M -185,897 -13%
Northern Trust
20
Northern Trust
Illinois
$37.7M -$4.75M -128,439 -13%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$34.6M -$27.2M -735,326 -48%
Invesco
22
Invesco
Georgia
$32.5M +$13.7M +371,741 +100%
Bank of America
23
Bank of America
North Carolina
$32.3M +$8.33M +225,219 +44%
First Trust Advisors
24
First Trust Advisors
Illinois
$31M +$1.11M +29,917 +4%
KP
25
Kiltearn Partners
United Kingdom
$27.6M -$4.43M -119,800 -16%

HOG Hedge Fund Activity: Q1 2024 in Review

413 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2024, worth a combined $5.01B — up 15% from $4.37B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of HOG and 57 opened new positions — a net loss of 1 holder — while 129 trimmed existing stakes and 121 added.

The largest buyer was Millennium Management, adding an estimated $45.5M. The largest seller was Morgan Stanley, cutting an estimated $76.9M.

  • 413 institutional investors held Harley-Davidson (HOG) as of Q1 2024, down from 419 in Q4 2023.
  • Funds reported $5.01B of Harley-Davidson stock for Q1 2024, up 15% quarter-over-quarter.
  • 57 funds opened new Harley-Davidson positions in Q1 2024 and 58 closed out, a net change of -1 holder.
  • The largest Harley-Davidson buyer in Q1 2024 was Millennium Management, an estimated $45.5M added.
  • The largest Harley-Davidson seller in Q1 2024 was Morgan Stanley, an estimated $76.9M sold.

Based on aggregated 13F filings for Q1 2024.