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Harley-Davidson

435 hedge funds and large institutions have $5.16B invested in Harley-Davidson in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 164 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $5.27B → $5.16B (-$109M)

1.05% less ownership

Funds ownership: 93.29%92.24% (-1%)

5% less funds holding

Funds holding: 460435 (-25)

30% less call options, than puts

Call options by funds: $50.5M | Put options by funds: $71.7M

30% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 164

36% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 64

Holders
435
Holders Change
-25
Holders Change %
-5.43%
% of All Funds
9.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
114
Reduced
164
Closed
64
Calls
$50.5M
Puts
$71.7M
Net Calls
-$21.2M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
251
BI Asset Management Fondsmaeglerselskab
Denmark
$302K
Nordea Investment Management
252
Nordea Investment Management
Sweden
$297K -$33.3K -972 -11%
MML Investors Services
253
MML Investors Services
Massachusetts
$293K -$258K -7,522 -48%
DILIC
254
Dai-ichi Life Insurance Company
Japan
$291K
BA
255
Bridgewater Associates
Connecticut
$290K -$1.5M -43,798 -84%
KRS
256
Kentucky Retirement Systems
Kentucky
$289K +$21.4K +623 +8%
FFG
257
Ford Financial Group
California
$287K
Fidelity Investments
258
Fidelity Investments
Massachusetts
$286K -$1.25M -36,408 -82%
GI
259
GAMCO Investors
Connecticut
$286K
HI
260
Horizon Investments
North Carolina
$285K -$247K -7,211 -48%
IA
261
IFG Advisory
Georgia
$273K +$69.6K +2,029 +36%
LSERS
262
Louisiana State Employees Retirement System
Louisiana
$270K -$17.1K -500 -6%
CCM
263
Crabel Capital Management
California
$266K +$254K +7,394 New
CAN
264
Claraphi Advisory Network
United States
$264K -$30.9K -900 -11%
FAAS
265
First Allied Advisory Services
California
$261K -$44.4K -1,296 -15%
Parallax Volatility Advisers
266
Parallax Volatility Advisers
California
$260K -$188K -5,485 -43%
BFEC
267
Benjamin F. Edwards & Company
Missouri
$258K -$17.1K -500 -7%
GWM
268
Geneos Wealth Management
Colorado
$253K -$480 -14 -0.2%
BAM
269
Boyar Asset Management
New York
$250K
CAN
270
Cetera Advisor Networks
California
$250K +$238K +6,940 New
Coatue Management
271
Coatue Management
New York
$249K +$237K +6,919 New
DI
272
Diligent Investors
California
$245K -$6.86K -200 -3%
VCAM
273
Van Cleef Asset Management
Ohio
$231K
BCM
274
BlueCrest Capital Management
Jersey
$227K +$216K +6,306 New
Daiwa Securities Group
275
Daiwa Securities Group
Japan
$222K

HOG Hedge Fund Activity: Q3 2019 in Review

435 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2019, worth a combined $5.16B — down 2.1% from $5.27B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of HOG and 41 opened new positions — a net loss of 23 holders — while 164 trimmed existing stakes and 114 added.

The largest buyer was Invesco, adding an estimated $49.6M. The largest seller was Ameriprise, cutting an estimated $63.6M.

  • 435 institutional investors held Harley-Davidson (HOG) as of Q3 2019, down from 460 in Q2 2019.
  • Funds reported $5.16B of Harley-Davidson stock for Q3 2019, down 2.1% quarter-over-quarter.
  • 41 funds opened new Harley-Davidson positions in Q3 2019 and 64 closed out, a net change of -23 holders.
  • The largest Harley-Davidson buyer in Q3 2019 was Invesco, an estimated $49.6M added.
  • The largest Harley-Davidson seller in Q3 2019 was Ameriprise, an estimated $63.6M sold.

Based on aggregated 13F filings for Q3 2019.