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
APA
301
American Portfolios Advisors
New York
$28.7K +$121 +3 +0.4%
TCM
302
TD Capital Management
Tennessee
$28K
GLLW
303
Graves Light Lenhart Wealth
Virginia
$22K
SN
304
Sittner & Nelson
Oregon
$22K
TWM
305
Tradition Wealth Management
Minnesota
$22K +$81 +2 +0.3%
FRA
306
Front Row Advisors
California
$21K
HFS
307
Hantz Financial Services
Michigan
$21K
PA
308
Parallel Advisors
California
$20K +$282 +7 +1%
AIC
309
Archer Investment Corporation
Indiana
$18.3K -$2.02K -50 -9%
CLOS
310
Compagnie Lombard Odier SCmA
Switzerland
$18K
FA
311
Financial Advantage
Maryland
$18K
FCB
312
First Command Bank
Texas
$18K
FCFS
313
First Command Financial Services
Texas
$18K
SWM
314
Spire Wealth Management
Virginia
$18K
MFA
315
McClarren Financial Advisors
Pennsylvania
$18K +$81 +2 +0.4%
TWA
316
TCI Wealth Advisors
Arizona
$17K
HCP
317
Hexagon Capital Partners
Arkansas
$16K
IA
318
IFP Advisors
Florida
$16K
FHA
319
First Horizon Advisors
Tennessee
$16K +$8.43K +209 +93%
MFT
320
Moisand Fitzgerald Tamayo
Florida
$15K
SIM
321
Sonora Investment Management
Arizona
$15K
CFN
322
Cordasco Financial Network
Florida
$13K
NSIM
323
North Star Investment Management
Illinois
$12K
ATC
324
Adirondack Trust Company
New York
$11K
IAIM
325
International Assets Investment Management
Florida
$11K

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.