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Harley-Davidson
HOG

436 hedge funds and large institutions have $14.3B invested in Harley-Davidson in 2013 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 130 increasing their positions, 165 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more capital invested

Capital invested by funds: $9.96B → $14.3B (+$4.35B)

38% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 37

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

3% more funds holding

Funds holding: 425 → 436 (+11)

2.58% more ownership

Funds ownership: 81.18% → 83.76% (+2.6%)

13% less call options, than puts

Call options by funds: $73.7M | Put options by funds: $84.7M

21% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 165

Holders
436
Holders Change
+11
Holders Change %
+2.59%
% of All Funds
14.14%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
51
Increased
130
Reduced
165
Closed
37
Calls
$73.7M
Puts
$84.7M
Net Calls
-$11.1M
Net Calls Change
+$16.6M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$145M
2
CCM
Cantillon Capital Management
New York
+$117M
3
JP Morgan Chase
JP Morgan Chase
New York
+$109M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$108M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$94.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$132M
2
KeyBank National Association
KeyBank National Association
Ohio
-$47.8M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$41.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$37.9M
5
American Century Companies
American Century Companies
Missouri
-$36.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
226
First Citizens Bank & Trust
North Carolina
$1.36M -$14.4K -243 -1%
PDN
227
Pensionfund DSM Netherlands
Netherlands
$1.31M – – –
BOH
228
Bank of Hawaii
Hawaii
$1.31M -$7.69K -130 -0.6%
SAM
229
Securian Asset Management
Minnesota
$1.27M +$5.92K +100 +0.5%
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
$1.27M -$11.9M -200,395 -91%
CB
231
Commerce Bank
Missouri
$1.26M -$53.2K -900 -4%
KRS
232
Kentucky Retirement Systems
Kentucky
$1.19M +$1.1M +18,528 New
MCM
233
MAI Capital Management
Ohio
$1.19M -$769 -13 -0.1%
FWCM
234
Ferguson Wellman Capital Management
Oregon
$1.16M – – –
MC
235
Mathes Company
New York
$1.15M – – –
WAM
236
Wolverine Asset Management
Illinois
$1.14M +$1.05M +17,742 New
BNP Paribas Asset Management
237
BNP Paribas Asset Management
France
$1.12M +$1.03M +17,391 New
KeyBank National Association
238
KeyBank National Association
Ohio
$1.1M -$47.8M -807,841 -98%
ProShare Advisors
239
ProShare Advisors
Maryland
$1.07M -$973K -16,442 -50%
WT
240
Wilmington Trust
Delaware
$1.04M -$31.8K -538 -3%
Creative Planning
241
Creative Planning
Kansas
$1.04M -$70.7K -1,195 -7%
AQR Capital Management
242
AQR Capital Management
Connecticut
$1.01M +$29.6K +500 +3%
AAM
243
Advisors Asset Management
Colorado
$991K -$59K -997 -6%
NG
244
NatWest Group
United Kingdom
$971K -$357K -6,040 -29%
B
245
Baird
Wisconsin
$957K -$43.5K -736 -5%
LIA
246
LS Investment Advisors
Michigan
$931K +$27.2K +460 +3%
BCI
247
Brinker Capital Investments
Pennsylvania
$907K +$67.3K +1,137 +9%
SBH
248
Segall Bryant & Hamill
Illinois
$871K – – –
LMGAM
249
Liberty Mutual Group Asset Management
Massachusetts
$865K +$163K +2,747 +26%
FMT
250
First Mercantile Trust
Tennessee
$856K – – –
8 9
10
11 12

HOG Hedge Fund Activity: Q3 2013 in Review

436 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2013, worth a combined $14.3B — up 44% from $9.96B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new HOG positions and 37 closed out — a net gain of 14 holders — while 130 added to existing stakes and 165 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $145M. The largest seller was AllianceBernstein, cutting an estimated $132M.

  • 436 institutional investors held Harley-Davidson (HOG) as of Q3 2013, up from 425 in Q2 2013.
  • Funds reported $14.3B of Harley-Davidson stock for Q3 2013, up 44% quarter-over-quarter.
  • 51 funds opened new Harley-Davidson positions in Q3 2013 and 37 closed out, a net change of +14 holders.
  • The largest Harley-Davidson buyer in Q3 2013 was Baillie Gifford & Co, an estimated $145M added.
  • The largest Harley-Davidson seller in Q3 2013 was AllianceBernstein, an estimated $132M sold.

Based on aggregated 13F filings for Q3 2013.