Harley-Davidson
502 hedge funds and large institutions have $10.1B invested in Harley-Davidson in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 159 increasing their positions, 187 reducing their positions, and 55 closing their positions.
10% more call options, than puts
Call options by funds: $154M | Put options by funds: $140M
2% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 55
2% less funds holding
Funds holding: 510 → 502 (-8)
5.14% less ownership
Funds ownership: 85.36% → 80.22% (-5.1%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
15% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 187
22% less capital invested
Capital invested by funds: $13B → $10.1B (-$2.87B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$239M |
| 2 |
GTP
Global Thematic Partners
New York
|
+$55M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$49.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$42.5M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$34.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$236M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
-$144M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$112M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$109M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$103M |
HOG Hedge Fund Activity: Q3 2014 in Review
502 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2014, worth a combined $10.1B — down 22% from $13B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of HOG and 54 opened new positions — a net loss of 1 holder — while 187 trimmed existing stakes and 159 added.
The largest buyer was Wellington Management Group, adding an estimated $239M. The largest seller was Fidelity Investments, cutting an estimated $236M.
- 502 institutional investors held Harley-Davidson (HOG) as of Q3 2014, down from 510 in Q2 2014.
- Funds reported $10.1B of Harley-Davidson stock for Q3 2014, down 22% quarter-over-quarter.
- 54 funds opened new Harley-Davidson positions in Q3 2014 and 55 closed out, a net change of -1 holder.
- The largest Harley-Davidson buyer in Q3 2014 was Wellington Management Group, an estimated $239M added.
- The largest Harley-Davidson seller in Q3 2014 was Fidelity Investments, an estimated $236M sold.
Based on aggregated 13F filings for Q3 2014.