Harley-Davidson
HOG
537 hedge funds and large institutions have $9.63B invested in Harley-Davidson in 2015 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 182 increasing their positions, 178 reducing their positions, and 44 closing their positions.
23% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 44
4.88% more ownership
Funds ownership: 80.54% → 85.42% (+4.9%)
1% more funds holding
Funds holding: 531 → 537 (+6)
2% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 178
2% more capital invested
Capital invested by funds: $9.42B → $9.63B (+$203M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
11% less call options, than puts
Call options by funds: $145M | Put options by funds: $162M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$407M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$168M |
| 3 |
O
OppenheimerFunds
New York
|
+$108M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$64.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$52.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$116M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$107M |
| 3 |
JP Morgan Chase
New York
|
-$83.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$48.7M |
| 5 |
VanEck Associates
New York
|
-$44.6M |
HOG Hedge Fund Activity: Q3 2015 in Review
537 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2015, worth a combined $9.63B — up 2.2% from $9.42B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new HOG positions and 44 closed out — a net gain of 10 holders — while 182 added to existing stakes and 178 trimmed.
The largest buyer was Dodge & Cox, opening a new position worth an estimated $407M. The largest seller was Select Equity Group, cutting an estimated $116M.
- 537 institutional investors held Harley-Davidson (HOG) as of Q3 2015, up from 531 in Q2 2015.
- Funds reported $9.63B of Harley-Davidson stock for Q3 2015, up 2.2% quarter-over-quarter.
- 54 funds opened new Harley-Davidson positions in Q3 2015 and 44 closed out, a net change of +10 holders.
- The largest Harley-Davidson buyer in Q3 2015 was Dodge & Cox, an estimated $407M added.
- The largest Harley-Davidson seller in Q3 2015 was Select Equity Group, an estimated $116M sold.
Based on aggregated 13F filings for Q3 2015.