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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
FNFDCM
326
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$296K – – –
Natixis Advisors
327
Natixis Advisors
Massachusetts
$287K +$2.25K +38 +0.9%
CM
328
Churchill Management
California
$278K +$256K +4,322 New
CC
329
ClearArc Capital
Ohio
$272K -$3.73K -63 -1%
ICOA
330
Investment Centers of America
North Dakota
$268K +$245K +4,138 New
QBFM
331
QS Batterymarch Financial Management
New York
$260K -$8.11K -137 -3%
NPC
332
National Planning Corporation
California
$249K +$223K +3,770 New
JHIU
333
Janus Henderson Investors US
Colorado
$244K -$23.7K -400 -10%
CI
334
Constellation Investments
Ohio
$244K +$225K +3,800 New
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$242K +$125K +2,119 +128%
IMS
336
Index Management Solutions
Pennsylvania
$241K +$222K +3,747 New
OMCS
337
Old Mutual Customised Solutions
South Africa
$238K – – –
IG
338
ING Group
Netherlands
$217K +$24K +406 +14%
RBC
339
Ronald Blue & Co
Georgia
$217K +$200K +3,376 New
RFC
340
Regions Financial Corp
Alabama
$211K +$195K +3,289 New
PP
341
Paloma Partners
Connecticut
$206K -$842K -14,229 -82%
BOS
342
Bingham Osborn & Scarborough
California
$206K +$189K +3,200 New
CBN
343
Cadence Bank NA
Texas
$200K +$185K +3,120 New
FMLI
344
Fukoku Mutual Life Insurance
Japan
$193K – – –
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$179K -$31.6K -535 -16%
BRWA
346
B. Riley Wealth Advisors
Florida
$179K – – –
GLI
347
Guardian Life Insurance
New York
$175K – – –
GT
348
Glenmede Trust
Pennsylvania
$171K -$296 -5 -0.2%
BA
349
BlackRock Advisors
Delaware
$169K -$6.27K -106 -4%
HCC
350
Hirtle Callaghan & Co
Pennsylvania
$164K +$151K +2,560 New
12 13
14
15 16

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.