We are live on ! Find out more
HOG icon

Harley-Davidson
HOG

447 hedge funds and large institutions have $6.54B invested in Harley-Davidson in 2021 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 122 increasing their positions, 133 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $212M | Put options by funds: $113M

58% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 50

19% more capital invested

Capital invested by funds: $5.47B → $6.54B (+$1.06B)

7% more funds holding

Funds holding: 419 → 447 (+28)

3.88% more ownership

Funds ownership: 89.24% → 93.12% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

8% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 133

Holders
447
Holders Change
+28
Holders Change %
+6.68%
% of All Funds
7.78%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
79
Increased
122
Reduced
133
Closed
50
Calls
$212M
Puts
$113M
Net Calls
+$99.4M
Net Calls Change
+$10.5M

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$115M
2
Goldman Sachs
Goldman Sachs
New York
+$82M
3
Invesco
Invesco
Georgia
+$45.7M
4
Renaissance Technologies
Renaissance Technologies
New York
+$41.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.6M

Top Sellers

Rank Fund Capital Flow
1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$131M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$73.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$34.1M
4
TP
Thunderbird Partners
United Kingdom
-$31.2M
5
BlackRock
BlackRock
New York
-$22M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
301
Global Financial Private Client
Florida
$105K – – –
IRC
302
Investors Research Corp
Georgia
$93K – – –
IP
303
Isthmus Partners
Wisconsin
$92K +$93K +2,004 New
FDCDDQ
304
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.3K -$11.6K -250 -11%
SPIA
305
Steward Partners Investment Advisory
New York
$86K -$53.7K -1,157 -38%
MAM
306
Meeder Asset Management
Ohio
$80K -$325 -7 -0.4%
AF
307
Allworth Financial
California
$79K +$232 +5 +0.3%
HNB
308
Huntington National Bank
Ohio
$77K – – –
SIC
309
Salem Investment Counselors
North Carolina
$65K – – –
1IA
310
1834 Investment Advisors
Wisconsin
$64K +$55.7K +1,200 +600%
Canada Pension Plan Investment Board
311
Canada Pension Plan Investment Board
Ontario, Canada
$57K -$933K -20,095 -94%
IWP
312
IAG Wealth Partners
Wisconsin
$55K – – –
TCOV
313
Trust Company of Vermont
Vermont
$55K – – –
BCA
314
Berman Capital Advisors
Georgia
$53K +$2K +43 +4%
AF
315
Advisornet Financial
Minnesota
$51K +$46 +1 +0.1%
CTC
316
Central Trust Company
Missouri
$50K – – –
PWP
317
Personal Wealth Partners
Minnesota
$47K +$47.3K +1,019 New
CA
318
Clearstead Advisors
Ohio
$46K – – –
WAS
319
Winch Advisory Services
Wisconsin
$42K +$46 +1 +0.1%
TF
320
TimeScale Financial
Massachusetts
$42K +$139 +3 +0.3%
BCV
321
Banque Cantonale Vaudoise
Switzerland
$41K – – –
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$39K +$1.58K +34 +4%
PFGIA
323
Patriot Financial Group Insurance Agency
Massachusetts
$38K – – –
JWA
324
JFS Wealth Advisors
Pennsylvania
$37K – – –
APA
325
American Portfolios Advisors
New York
$35.7K +$93 +2 +0.3%
11 12
13
14 15

HOG Hedge Fund Activity: Q2 2021 in Review

447 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q2 2021, worth a combined $6.54B — up 19% from $5.47B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HOG positions and 50 closed out — a net gain of 29 holders — while 122 added to existing stakes and 133 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $115M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $131M.

  • 447 institutional investors held Harley-Davidson (HOG) as of Q2 2021, up from 419 in Q1 2021.
  • Funds reported $6.54B of Harley-Davidson stock for Q2 2021, up 19% quarter-over-quarter.
  • 79 funds opened new Harley-Davidson positions in Q2 2021 and 50 closed out, a net change of +29 holders.
  • The largest Harley-Davidson buyer in Q2 2021 was D.E. Shaw & Co, an estimated $115M added.
  • The largest Harley-Davidson seller in Q2 2021 was Hotchkis & Wiley Capital Management, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.