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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
SI
276
SII Investments
Wisconsin
$531K +$35.3K +596 +8%
SAM
277
Symphony Asset Management
California
$531K +$147K +2,487 +43%
VKH
278
Virtu KCG Holdings
New York
$524K +$482K +8,153 New
FTI
279
Fiduciary Trust International
Massachusetts
$516K – – –
M&T Bank
280
M&T Bank
New York
$515K – – –
KRSITF
281
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$511K +$470K +7,947 New
SACTSONJ
282
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$505K – – –
RG
283
Rathbones Group
United Kingdom
$501K – – –
SO
284
STRS Ohio
Ohio
$499K +$460K +7,772 New
OWD
285
Osborn Williams & Donohoe
Ohio
$498K -$10.4K -175 -2%
PI
286
Placemark Investments
Illinois
$495K +$38.2K +645 +9%
Canada Pension Plan Investment Board
287
Canada Pension Plan Investment Board
Ontario, Canada
$489K -$716K -12,097 -61%
VCAM
288
Van Cleef Asset Management
Ohio
$488K – – –
MAM
289
Mastrapasqua Asset Management
Tennessee
$488K +$450K +7,602 New
MERSOM
290
Municipal Employees' Retirement System of Michigan
Michigan
$482K +$444K +7,500 New
WMC
291
Westwood Management Corporation
Illinois
$475K – – –
Federated Hermes
292
Federated Hermes
Pennsylvania
$468K +$14.3K +242 +3%
ECM
293
Everence Capital Management
Indiana
$462K -$140K -2,370 -25%
BFEC
294
Benjamin F. Edwards & Company
Missouri
$451K +$67.4K +1,140 +19%
YIA
295
YHB Investment Advisors
Connecticut
$448K -$38.5K -650 -9%
B
296
Barings
North Carolina
$444K -$231K -3,900 -36%
GLA
297
Great Lakes Advisors
Illinois
$440K – – –
Daiwa Securities Group
298
Daiwa Securities Group
Japan
$437K -$17.7K -300 -4%
CAN
299
Cetera Advisor Networks
California
$423K +$59.6K +1,007 +18%
LMF
300
LMR Master Fund
Cayman Islands
$421K -$3.03M -51,180 -89%
10 11
12
13 14

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.