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Harley-Davidson

411 hedge funds and large institutions have $5.07B invested in Harley-Davidson in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 120 increasing their positions, 137 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $172M | Put options by funds: $106M

3.09% less ownership

Funds ownership: 93.12%90.03% (-3.1%)

8% less funds holding

Funds holding: 447411 (-36)

12% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 137

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

22% less capital invested

Capital invested by funds: $6.54B → $5.07B (-$1.47B)

46% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 63

Holders
411
Holders Change
-36
Holders Change %
-8.05%
% of All Funds
7.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
34
Increased
120
Reduced
137
Closed
63
Calls
$172M
Puts
$106M
Net Calls
+$65.8M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
251
Harbour Investments
Wisconsin
$246K -$126K -3,128 -32%
JMPWA
252
JP Morgan Private Wealth Advisors
California
$243K -$3.97M -98,492 -94%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$238K +$3.39K +84 +1%
KAS
254
Kestra Advisory Services
Texas
$236K +$18.5K +458 +8%
CIBC Asset Management
255
CIBC Asset Management
Ontario, Canada
$232K +$23K +571 +10%
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$226K -$12.9K -321 -5%
RFA
257
Reilly Financial Advisors
California
$222K +$237K +5,872 +2,936%
Arrowstreet Capital
258
Arrowstreet Capital
Massachusetts
$212K -$58.6M -1,452,424 -100%
Wellington Management Group
259
Wellington Management Group
Massachusetts
$208K -$303K -7,505 -57%
LIM
260
Leavell Investment Management
Alabama
$208K
OTPPB
261
Ontario Teachers' Pension Plan Board
Ontario, Canada
$208K +$229K +5,668 New
FB
262
Fulton Bank
Pennsylvania
$204K +$4.23K +105 +2%
TRCT
263
Tower Research Capital (TRC)
New York
$197K -$208K -5,162 -49%
SBL
264
Sargent Bickham Lagudis
Colorado
$197K
GWM
265
Geneos Wealth Management
Colorado
$195K
AII
266
AGF Investments Inc
Ontario, Canada
$176K +$37.1K +920 +24%
JFGIW
267
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$163K
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$162K +$8.23K +204 +5%
CMBA
269
C.M. Bidwell & Associates
Hawaii
$152K
SPIA
270
Steward Partners Investment Advisory
New York
$148K +$87.8K +2,178 +116%
TLCM
271
Twin Lakes Capital Management
California
$130K +$565 +14 +0.4%
Bessemer Group
272
Bessemer Group
New Jersey
$129K +$8.95K +222 +7%
GWS
273
Glassman Wealth Services
Virginia
$128K
NIM
274
NuWave Investment Management
New Jersey
$97K -$52K -1,289 -33%
ICM
275
Islay Capital Management
Texas
$97K +$106K +2,638 New

HOG Hedge Fund Activity: Q3 2021 in Review

411 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2021, worth a combined $5.07B — down 22% from $6.54B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of HOG and 34 opened new positions — a net loss of 29 holders — while 137 trimmed existing stakes and 120 added.

The largest buyer was H. Partners Management, adding an estimated $113M. The largest seller was Invesco, cutting an estimated $221M.

  • 411 institutional investors held Harley-Davidson (HOG) as of Q3 2021, down from 447 in Q2 2021.
  • Funds reported $5.07B of Harley-Davidson stock for Q3 2021, down 22% quarter-over-quarter.
  • 34 funds opened new Harley-Davidson positions in Q3 2021 and 63 closed out, a net change of -29 holders.
  • The largest Harley-Davidson buyer in Q3 2021 was H. Partners Management, an estimated $113M added.
  • The largest Harley-Davidson seller in Q3 2021 was Invesco, an estimated $221M sold.

Based on aggregated 13F filings for Q3 2021.