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Harley-Davidson

544 hedge funds and large institutions have $9.12B invested in Harley-Davidson in 2016 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 140 increasing their positions, 200 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 46

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more capital invested

Capital invested by funds: $8.65B → $9.12B (+$469M)

5% more funds holding

Funds holding: 518544 (+26)

4.17% less ownership

Funds ownership: 92.59%88.42% (-4.2%)

30% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 200

52% less call options, than puts

Call options by funds: $108M | Put options by funds: $224M

Holders
544
Holders Change
+26
Holders Change %
+5.02%
% of All Funds
13.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
81
Increased
140
Reduced
200
Closed
46
Calls
$108M
Puts
$224M
Net Calls
-$117M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
Neuburgh Advisers
California
$1.4M +$1.36M +23,902 New
Janus Henderson Group
227
Janus Henderson Group
United Kingdom
$1.36M +$465K +8,147 +54%
PNC
228
Park National Corp
Ohio
$1.34M -$191K -3,351 -13%
B
229
BP
United Kingdom
$1.34M
AAF
230
Andra AP-fonden
Sweden
$1.34M +$422K +7,400 +47%
Skandinaviska Enskilda Banken (SEB)
231
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.33M -$656K -11,507 -34%
WCM
232
Weik Capital Management
Pennsylvania
$1.31M -$91.3K -1,600 -7%
CIBC World Market
233
CIBC World Market
Ontario, Canada
$1.3M +$178K +3,116 +16%
Nomura Asset Management
234
Nomura Asset Management
Japan
$1.28M -$31.4K -550 -2%
CIA
235
Covington Investment Advisors
Pennsylvania
$1.28M
CBOA
236
Commonwealth Bank of Australia
Australia
$1.27M +$106K +1,867 +9%
BCM
237
Birmingham Capital Management
Alabama
$1.23M -$57K -1,000 -5%
RHBC
238
R.H. Bluestein & Co
Michigan
$1.23M +$1.2M +21,000 New
CAM
239
Capstone Asset Management
Texas
$1.19M +$331K +5,800 +40%
NMIMC
240
Northwestern Mutual Investment Management Company
Wisconsin
$1.18M +$149K +2,611 +15%
MCM
241
MAI Capital Management
Ohio
$1.15M -$11.5K -202 -1%
FCM
242
Flinton Capital Management
Pennsylvania
$1.15M +$1.12M +19,684 New
AB
243
Amalgamated Bank
New York
$1.14M +$193K +3,376 +21%
FIM
244
FourPoints Investment Managers
France
$1.13M
MOACM
245
Mutual of America Capital Management
New York
$1.13M -$85K -1,491 -7%
EDRH
246
Edmond de Rothschild Holding
Switzerland
$1.12M -$1.38M -24,200 -56%
NMERB
247
New Mexico Educational Retirement Board
New Mexico
$1.12M +$45.6K +800 +4%
LIA
248
LS Investment Advisors
Michigan
$1.11M -$57.3K -1,005 -5%
ST
249
Somerset Trust
Pennsylvania
$1.09M -$2.4K -42 -0.2%
OPERF
250
Oregon Public Employees Retirement Fund
Oregon
$1.09M +$2.74K +48 +0.3%

HOG Hedge Fund Activity: Q4 2016 in Review

544 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2016, worth a combined $9.12B — up 5.4% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HOG positions and 46 closed out — a net gain of 35 holders — while 140 added to existing stakes and 200 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $129M. The largest seller was Independent Franchise Partners, cutting an estimated $177M.

  • 544 institutional investors held Harley-Davidson (HOG) as of Q4 2016, up from 518 in Q3 2016.
  • Funds reported $9.12B of Harley-Davidson stock for Q4 2016, up 5.4% quarter-over-quarter.
  • 81 funds opened new Harley-Davidson positions in Q4 2016 and 46 closed out, a net change of +35 holders.
  • The largest Harley-Davidson buyer in Q4 2016 was Morgan Stanley, an estimated $129M added.
  • The largest Harley-Davidson seller in Q4 2016 was Independent Franchise Partners, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2016.