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Harley-Davidson

381 hedge funds and large institutions have $3.45B invested in Harley-Davidson in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 105 increasing their positions, 123 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $43.2M

7% more capital invested

Capital invested by funds: $3.22B → $3.45B (+$226M)

3.31% more ownership

Funds ownership: 88.48%91.79% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less funds holding

Funds holding: 392381 (-11)

15% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 123

17% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 66

Holders
381
Holders Change
-11
Holders Change %
-2.81%
% of All Funds
7.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
55
Increased
105
Reduced
123
Closed
66
Calls
$53.4M
Puts
$43.2M
Net Calls
+$10.1M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
226
CI Investments Inc
Ontario, Canada
$114K +$125K +4,629 New
PCM
227
Prelude Capital Management
New York
$114K +$125K +4,639 New
JFGIW
228
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$107K +$73.9K +2,744 +168%
USGIU
229
U.S. Global Investors (USGI)
Texas
$91K +$99.7K +3,700 New
GWS
230
Glassman Wealth Services
Virginia
$85K +$566 +21 +0.6%
NICM
231
Neo Ivy Capital Management
New York
$85K +$93.8K +3,484 New
Bessemer Group
232
Bessemer Group
New Jersey
$84K
SPIA
233
Steward Partners Investment Advisory
New York
$80K -$539 -20 -0.6%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$79K +$404 +15 +0.5%
PHK
235
Point72 Hong Kong
Hong Kong
$71K -$1.33M -49,414 -94%
ASN
236
Advisory Services Network
Georgia
$69K +$76.5K +2,840 New
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.9K -$2.34K -87 -3%
PCM
238
Penserra Capital Management
California
$66K -$45.7K -1,697 -39%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$66K +$19.1K +708 +36%
CA
240
Clearstead Advisors
Ohio
$61K +$40.4K +1,500 +150%
SFS
241
Sowell Financial Services
Arkansas
$60K -$7.7K -286 -10%
C
242
Cerebellum
California
$59K +$64.6K +2,400 New
GFPC
243
Global Financial Private Client
Florida
$56.5K +$4.34K +161 +8%
SO
244
STRS Ohio
Ohio
$53K
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$51K +$20.3K +754 +59%
IRC
246
Investors Research Corp
Georgia
$50K
Parallax Volatility Advisers
247
Parallax Volatility Advisers
California
$47K -$773K -28,687 -94%
AF
248
Allworth Financial
California
$44K +$27 +1 +0.1%
HNB
249
Huntington National Bank
Ohio
$41K -$431 -16 -0.9%
HIIFS
250
Harel Insurance Investments & Financial Services
Israel
$41K +$45K +1,669 New

HOG Hedge Fund Activity: Q3 2020 in Review

381 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2020, worth a combined $3.45B — up 7% from $3.22B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of HOG and 55 opened new positions — a net loss of 11 holders — while 123 trimmed existing stakes and 105 added.

The largest buyer was Boston Partners, adding an estimated $95.5M. The largest seller was Bank of New York Mellon, cutting an estimated $72.5M.

  • 381 institutional investors held Harley-Davidson (HOG) as of Q3 2020, down from 392 in Q2 2020.
  • Funds reported $3.45B of Harley-Davidson stock for Q3 2020, up 7% quarter-over-quarter.
  • 55 funds opened new Harley-Davidson positions in Q3 2020 and 66 closed out, a net change of -11 holders.
  • The largest Harley-Davidson buyer in Q3 2020 was Boston Partners, an estimated $95.5M added.
  • The largest Harley-Davidson seller in Q3 2020 was Bank of New York Mellon, an estimated $72.5M sold.

Based on aggregated 13F filings for Q3 2020.