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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
RBC
301
Roble Belko & Company
Pennsylvania
$6K
VNA
302
Valley National Advisers
Pennsylvania
$6K
FHA
303
First Horizon Advisors
Tennessee
$6K +$3.04K +113 +89%
1IA
304
1834 Investment Advisors
Wisconsin
$5K
CAM
305
CenterStar Asset Management
Illinois
$5K
CB
306
Community Bank
New York
$5K
FWM
307
Focused Wealth Management
New York
$5K
HWA
308
HHM Wealth Advisors
Tennessee
$5K
KTC
309
Kistler-Tiffany Companies
Pennsylvania
$5K
ME
310
McIlrath & Eck
Washington
$5K
PFO
311
Pathstone Family Office
New Jersey
$5K
PFSC
312
Peoples Financial Services Corp
Pennsylvania
$5K
RFA
313
Reilly Financial Advisors
California
$5K
ST
314
Smithfield Trust
Pennsylvania
$5K
TF
315
Tompkins Financial
New York
$5K
FHC
316
First Horizon Corporation
Tennessee
$5K +$6.28K +233 New
CHAM
317
Clear Harbor Asset Management
Connecticut
$4.91K +$5.39K +200 New
RA
318
Rational Advisors
New York
$4K -$81 -3 -2%
AAP
319
Arax Advisory Partners
Colorado
$4K
CCMW
320
Cypress Capital Management (Wyoming)
Wyoming
$4K
HCM
321
Horrell Capital Management
Arkansas
$4K
JCM
322
Jacobi Capital Management
Pennsylvania
$4K
TPWA
323
TRUE Private Wealth Advisors
Oregon
$4K
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$4K +$3.91K +145 +483%
GEA
325
Glen Eagle Advisors
New Jersey
$3.68K

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.