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Harley-Davidson
HOG

544 hedge funds and large institutions have $9.12B invested in Harley-Davidson in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 161 increasing their positions, 192 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

0% more capital invested

Capital invested by funds: $9.12B → $9.12B (+$6.2M)

0% more funds holding

Funds holding: 544 → 544 (0)

4% less call options, than puts

Call options by funds: $75.2M | Put options by funds: $78.7M

2.45% less ownership

Funds ownership: 88.42% → 85.97% (-2.5%)

16% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 192

Holders
544
Holders Change
–
Holders Change %
0%
% of All Funds
13.54%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
55
Increased
161
Reduced
192
Closed
47
Calls
$75.2M
Puts
$78.7M
Net Calls
-$3.52M
Net Calls Change
+$113M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$600M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$139M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$31.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$29.4M
5
AC
AKO Capital
United Kingdom
+$25.6M

Top Sellers

Rank Fund Capital Flow
1
CCM
Cantillon Capital Management
New York
-$318M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$136M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$36.6M
4
Norges Bank
Norges Bank
Norway
-$29.6M
5
GT
Glenmede Trust
Pennsylvania
-$26.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
226
Covington Investment Advisors
Pennsylvania
$1.33M – – –
WCM
227
Weik Capital Management
Pennsylvania
$1.32M -$38.2K -650 -3%
CBOA
228
Commonwealth Bank of Australia
Australia
$1.32M +$1.06K +18 +0.1%
LOAMS
229
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.29M +$1.25M +21,331 New
NCMW
230
Northern Capital Management (Wisconsin)
Wisconsin
$1.28M +$1.25M +21,235 New
BCM
231
Birmingham Capital Management
Alabama
$1.27M – – –
LIA
232
LS Investment Advisors
Michigan
$1.25M +$92.1K +1,568 +8%
WAM
233
World Asset Management
Michigan
$1.23M +$186K +3,172 +18%
Two Sigma Advisers
234
Two Sigma Advisers
New York
$1.22M +$1.19M +20,217 New
CAM
235
Capstone Asset Management
Texas
$1.22M -$11.2K -190 -0.9%
MOACM
236
Mutual of America Capital Management
New York
$1.2M +$30.2K +515 +3%
QT
237
Quantbot Technologies
New York
$1.2M +$1.16M +19,811 New
MCM
238
MAI Capital Management
Ohio
$1.18M -$13.2K -224 -1%
OPERF
239
Oregon Public Employees Retirement Fund
Oregon
$1.13M – – –
Janus Henderson Group
240
Janus Henderson Group
United Kingdom
$1.13M -$280K -4,763 -20%
ST
241
Somerset Trust
Pennsylvania
$1.11M -$18.4K -313 -2%
CWM
242
CIBC World Markets
New York
$1.11M +$371K +6,310 +52%
KBC Group
243
KBC Group
Belgium
$1.11M -$5.1M -86,851 -83%
FWCM
244
Ferguson Wellman Capital Management
Oregon
$1.09M – – –
EDRH
245
Edmond de Rothschild Holding
Switzerland
$1.09M -$66.7K -1,135 -6%
PP
246
Paloma Partners
Connecticut
$1.08M -$1.79M -30,516 -63%
NMERB
247
New Mexico Educational Retirement Board
New Mexico
$1.08M -$76.4K -1,300 -7%
AIM
248
Achmea Investment Management
Netherlands
$1.08M +$1.04M +17,785 New
SAM
249
Securian Asset Management
Minnesota
$1.06M -$5.11K -87 -0.5%
Victory Capital Management
250
Victory Capital Management
Texas
$1.05M +$169K +2,875 +20%
8 9
10
11 12

HOG Hedge Fund Activity: Q1 2017 in Review

544 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2017, worth a combined $9.12B — up 0.07% from $9.12B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HOG positions and 47 closed out — a net gain of 8 holders — while 161 added to existing stakes and 192 trimmed.

The largest buyer was BlackRock, adding an estimated $600M. The largest seller was Cantillon Capital Management, exiting entirely with an estimated $318M sold.

  • 544 institutional investors held Harley-Davidson (HOG) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $9.12B of Harley-Davidson stock for Q1 2017, up 0.07% quarter-over-quarter.
  • 55 funds opened new Harley-Davidson positions in Q1 2017 and 47 closed out, a net change of +8 holders.
  • The largest Harley-Davidson buyer in Q1 2017 was BlackRock, an estimated $600M added.
  • The largest Harley-Davidson seller in Q1 2017 was Cantillon Capital Management, an estimated $318M sold.

Based on aggregated 13F filings for Q1 2017.