We are live on ! Find out more
HOG icon

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
PFBT
276
Parkside Financial Bank & Trust
Missouri
$89K +$1.29K +32 +1%
PI
277
PEAK6 Investments
Illinois
$83K -$492K -12,203 -84%
GFPC
278
Global Financial Private Client
Florida
$82.6K
IRC
279
Investors Research Corp
Georgia
$74K
AF
280
Allworth Financial
California
$72K +$10.1K +251 +15%
BCV
281
Banque Cantonale Vaudoise
Switzerland
$72K +$43.3K +1,073 +120%
FDCDDQ
282
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69.9K -$1.65K -41 -2%
MAM
283
Meeder Asset Management
Ohio
$66K +$1.98K +49 +3%
SOW
284
State of Wyoming
Wyoming
$61K -$104K -2,578 -61%
HNB
285
Huntington National Bank
Ohio
$61K
TF
286
Tompkins Financial
New York
$59K +$65.3K +1,620 New
OSAM
287
O'Shaughnessy Asset Management
Connecticut
$53K +$23.6K +584 +68%
SIC
288
Salem Investment Counselors
North Carolina
$52K
1IA
289
1834 Investment Advisors
Wisconsin
$51K
BCA
290
Berman Capital Advisors
Georgia
$49K +$7.14K +177 +15%
IWP
291
IAG Wealth Partners
Wisconsin
$44K
AF
292
Advisornet Financial
Minnesota
$41K +$40 +1 +0.1%
Koshinski Asset Management
293
Koshinski Asset Management
Illinois
$39.8K +$43.8K +1,086 New
CTC
294
Central Trust Company
Missouri
$37K -$3.19K -79 -7%
CA
295
Clearstead Advisors
Ohio
$37K
FCM
296
Firestone Capital Management
Florida
$33K
WAS
297
Winch Advisory Services
Wisconsin
$33K +$40 +1 +0.1%
TF
298
TimeScale Financial
Massachusetts
$33K +$121 +3 +0.3%
PFGIA
299
Patriot Financial Group Insurance Agency
Massachusetts
$30K
SNT
300
Security National Trust
West Virginia
$30K

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.