We are live on ! Find out more
HOG icon

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
CLOS
276
Compagnie Lombard Odier SCmA
Switzerland
$12K
FA
277
Financial Advantage
Maryland
$12K
TWA
278
TCI Wealth Advisors
Arizona
$12K +$2.77K +103 +27%
S
279
SignatureFD
Georgia
$12K +$9.89K +367 +356%
NFG
280
Next Financial Group
Texas
$12K +$13.5K +500 New
CIA
281
CSat Investment Advisory
Michigan
$11K -$168K -6,251 -93%
CM
282
Castleark Management
Illinois
$11K
VCM
283
Versant Capital Management
Arizona
$11K +$10.8K +400 +580%
MFT
284
Moisand Fitzgerald Tamayo
Florida
$10K
SIM
285
Sonora Investment Management
Arizona
$10K
SIAS
286
Shine Investment Advisory Services
Colorado
$10K +$10.8K +400 New
CFN
287
Cordasco Financial Network
Florida
$9K
FHA
288
Flagship Harbor Advisors
Massachusetts
$9K
GI
289
Gradient Investments
Minnesota
$9K
SIS
290
Sound Income Strategies
Florida
$9K
AA
291
Advisory Alpha
Michigan
$9K +$8.35K +310 New
BCV
292
Banque Cantonale Vaudoise
Switzerland
$9K +$9.43K +350 New
FCH
293
Freestone Capital Holdings
Washington
$8.07K +$8.86K +329 New
IA
294
IFP Advisors
Florida
$8K -$6.01K -223 -35%
ATC
295
Adirondack Trust Company
New York
$8K
GAM
296
Gemmer Asset Management
California
$8K
PFWA
297
Paces Ferry Wealth Advisors
Georgia
$8K +$8.73K +324 New
AA
298
AlphaMark Advisors
Kentucky
$7K
FGA
299
Fortis Group Advisors
New Jersey
$7K +$7.81K +290 New
QCG
300
Quadrant Capital Group
Ohio
$6K -$6.55K -243 -51%

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.