We are live on ! Find out more
HOG icon

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
Zurich Cantonal Bank
251
Zurich Cantonal Bank
Switzerland
$832K – – –
G
252
GlobalBridge
Minnesota
$793K +$2.78K +47 +0.4%
EVM
253
Eaton Vance Management
Massachusetts
$773K +$21.3K +360 +3%
ST
254
Smithfield Trust
Pennsylvania
$771K – – –
QIM
255
Quantitative Investment Management
Virginia
$751K +$692K +11,700 New
BA
256
Bridgewater Associates
Connecticut
$749K +$690K +11,661 New
MCM
257
Mazama Capital Management
Oregon
$745K -$232K -3,919 -25%
ANB
258
Amarillo National Bank
Texas
$738K – – –
SB
259
Suntrust Banks
Georgia
$738K +$15K +253 +2%
Luther King Capital Management (LKCM)
260
Luther King Capital Management (LKCM)
Texas
$727K +$1.18K +20 +0.2%
UBWV
261
United Bank (West Virginia)
West Virginia
$707K – – –
ICM
262
Ionic Capital Management
New York
$683K -$2.61M -44,174 -81%
WMSA
263
Weiss Multi-Strategy Advisers
New York
$669K +$11.2K +190 +2%
GI
264
GAMCO Investors
Connecticut
$668K – – –
SIM
265
Sentry Investment Management
Wisconsin
$662K +$17.7K +300 +3%
MIM
266
Marco Investment Management
Georgia
$656K -$106K -1,800 -15%
AIM
267
abrdn Investment Management
United Kingdom
$614K -$8.81K -149 -2%
PCM
268
Prelude Capital Management
New York
$593K -$190K -3,218 -26%
RCM
269
Riverhead Capital Management
Delaware
$578K – – –
PI
270
Putnam Investments
Massachusetts
$567K +$13.2K +223 +3%
FB
271
Fulton Bank
Pennsylvania
$558K – – –
Cambridge Investment Research Advisors
272
Cambridge Investment Research Advisors
Iowa
$544K +$9.82K +166 +2%
NB
273
Norinchukin Bank
Japan
$538K +$36.4K +616 +8%
Jane Street
274
Jane Street
New York
$536K +$189K +3,187 +62%
OC
275
Oarsman Capital
Wisconsin
$532K +$29.6K +500 +6%
9 10
11
12 13

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.