Harley-Davidson
HOG
517 hedge funds and large institutions have $7.77B invested in Harley-Davidson in 2016 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 169 increasing their positions, 190 reducing their positions, and 54 closing their positions.
3.96% more ownership
Funds ownership: 90.85% → 94.8% (+4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less funds holding
Funds holding: 532 → 517 (-15)
7% less capital invested
Capital invested by funds: $8.35B → $7.77B (-$575M)
11% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 190
20% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 54
52% less call options, than puts
Call options by funds: $81M | Put options by funds: $167M
Top Buyers
| 1 |
Harris Associates
Chicago,
Illinois
|
+$226M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$171M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$69.2M |
| 4 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
+$67.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$59.6M |
Top Sellers
| 1 |
Royal London Asset Management
United Kingdom
|
-$108M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$94.8M |
| 3 |
Goldman Sachs
New York
|
-$61.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$58.4M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
-$19.8M |
HOG Hedge Fund Activity: Q2 2016 in Review
517 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q2 2016, worth a combined $7.77B — down 6.9% from $8.35B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of HOG and 43 opened new positions — a net loss of 11 holders — while 190 trimmed existing stakes and 169 added.
The largest buyer was Harris Associates, adding an estimated $226M. The largest seller was Royal London Asset Management, cutting an estimated $108M.
- 517 institutional investors held Harley-Davidson (HOG) as of Q2 2016, down from 532 in Q1 2016.
- Funds reported $7.77B of Harley-Davidson stock for Q2 2016, down 6.9% quarter-over-quarter.
- 43 funds opened new Harley-Davidson positions in Q2 2016 and 54 closed out, a net change of -11 holders.
- The largest Harley-Davidson buyer in Q2 2016 was Harris Associates, an estimated $226M added.
- The largest Harley-Davidson seller in Q2 2016 was Royal London Asset Management, an estimated $108M sold.
Based on aggregated 13F filings for Q2 2016.