Harley-Davidson
419 hedge funds and large institutions have $5.47B invested in Harley-Davidson in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 114 increasing their positions, 121 reducing their positions, and 73 closing their positions.
125% more call options, than puts
Call options by funds: $160M | Put options by funds: $71.3M
7% more capital invested
Capital invested by funds: $5.12B → $5.47B (+$357M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 73
6% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 121
1% less funds holding
Funds holding: 425 → 419 (-6)
1.88% less ownership
Funds ownership: 91.13% → 89.24% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPM
H. Partners Management
New York
|
+$71.4M |
| 2 |
TP
Thunderbird Partners
London,
United Kingdom
|
+$56.6M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$47.1M |
| 4 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$31.6M |
| 5 |
Millennium Management
New York
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$119M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$72.1M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$69.8M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$35.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$28.8M |
HOG Hedge Fund Activity: Q1 2021 in Review
419 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2021, worth a combined $5.47B — up 7% from $5.12B a quarter earlier.
Fund positioning in HOG was balanced in Q1 2021: 73 funds opened new positions, 73 closed out, 114 added to existing stakes and 121 trimmed.
The largest buyer was H. Partners Management, adding an estimated $71.4M. The largest seller was Fidelity Investments, cutting an estimated $119M.
- 419 institutional investors held Harley-Davidson (HOG) as of Q1 2021, down from 425 in Q4 2020.
- Funds reported $5.47B of Harley-Davidson stock for Q1 2021, up 7% quarter-over-quarter.
- 73 funds opened new Harley-Davidson positions in Q1 2021 and 73 closed out, a net change of 0 holders.
- The largest Harley-Davidson buyer in Q1 2021 was H. Partners Management, an estimated $71.4M added.
- The largest Harley-Davidson seller in Q1 2021 was Fidelity Investments, an estimated $119M sold.
Based on aggregated 13F filings for Q1 2021.