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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
PA
301
Profund Advisors
Maryland
$413K -$16.2K -273 -4%
LWCFA
302
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$413K – – –
TRCT
303
Tower Research Capital (TRC)
New York
$413K +$362K +6,112 +1,928%
BC
304
Bartlett & Co
Ohio
$401K – – –
B
305
Bailard
California
$390K -$1.48M -25,086 -81%
PGIM
306
Pacific Global Investment Management
California
$388K -$2.43K -41 -0.7%
EOJOAM
307
E. Ohman J:or Asset Management
Sweden
$385K – – –
DL
308
Delta Lloyd
Netherlands
$380K – – –
WFM
309
Wilmington Funds Management
Delaware
$369K -$130K -2,200 -28%
LTFS
310
Ladenburg Thalmann Financial Services
Florida
$369K -$6.39K -108 -2%
Two Sigma Advisers
311
Two Sigma Advisers
New York
$367K +$338K +5,717 New
HNB
312
Huntington National Bank
Ohio
$366K +$49.5K +836 +17%
PAM
313
PartnerRe Asset Management
Connecticut
$365K -$46.3K -782 -12%
OA
314
OFI Advisors
Pennsylvania
$360K -$49.7K -840 -13%
WCM
315
Washington Capital Management
Washington
$359K -$139K -2,351 -30%
LIM
316
Leavell Investment Management
Alabama
$353K – – –
FANJ
317
Financial Architects (New Jersey)
New Jersey
$353K +$325K +5,500 New
CI
318
Conning Inc
Connecticut
$351K +$7.69K +130 +2%
SNC
319
Stifel Nicolaus & Co
Missouri
$350K +$82.2K +1,390 +34%
LC
320
Lourd Capital
California
$347K – – –
NEIRG
321
New England Investment & Retirement Group
Massachusetts
$327K -$511K -8,642 -63%
AIP
322
Ameritas Investment Partners
Nebraska
$306K +$282K +4,766 New
WTIM
323
Wilmington Trust Investment Management
Delaware
$305K – – –
WTNA
324
Wilmington Trust National Association
Delaware
$304K -$50.4K -852 -15%
BAAM
325
Baker Avenue Asset Management
California
$299K +$275K +4,650 New
11 12
13
14 15

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.