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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
HA
251
H2O AM
United Kingdom
$39K
SIC
252
Salem Investment Counselors
North Carolina
$35K
Acadian Asset Management
253
Acadian Asset Management
Massachusetts
$35K +$38.1K +1,415 New
IWP
254
IAG Wealth Partners
Wisconsin
$30K
APA
255
American Portfolios Advisors
New York
$29.1K +$4.58K +170 +17%
AF
256
Advisornet Financial
Minnesota
$29K
TCOV
257
Trust Company of Vermont
Vermont
$29K
HCP
258
Hexagon Capital Partners
Arkansas
$29K +$24.1K +893 New
Twin Tree Management
259
Twin Tree Management
Texas
$29K +$31.7K +1,178 New
Lazard Asset Management
260
Lazard Asset Management
New York
$27K -$38K -1,412 -56%
CTC
261
Central Trust Company
Missouri
$27K
AAMU
262
Amundi Asset Management US
Massachusetts
$26K -$34.9K -1,296 -55%
FRA
263
Front Row Advisors
California
$25K +$4.42K +164 +37%
TF
264
TimeScale Financial
Massachusetts
$23K
WAS
265
Winch Advisory Services
Wisconsin
$22K +$27 +1 +0.1%
SSWG
266
Seven Springs Wealth Group
Tennessee
$21K
JWA
267
JFS Wealth Advisors
Pennsylvania
$20K
IAIM
268
International Assets Investment Management
Florida
$20K +$279K +10,374 New
FCM
269
Firestone Capital Management
Florida
$18K
PFGIA
270
Patriot Financial Group Insurance Agency
Massachusetts
$18K
TCM
271
TD Capital Management
Tennessee
$18K
PA
272
Parallel Advisors
California
$17K -$8.65K -321 -32%
BCA
273
Berman Capital Advisors
Georgia
$17K
SNT
274
Security National Trust
West Virginia
$16K
AIC
275
Archer Investment Corporation
Indiana
$13.5K

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.