We are live on ! Find out more
HOG icon

Harley-Davidson

435 hedge funds and large institutions have $5.16B invested in Harley-Davidson in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 164 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $5.27B → $5.16B (-$109M)

1.05% less ownership

Funds ownership: 93.29%92.24% (-1%)

5% less funds holding

Funds holding: 460435 (-25)

30% less call options, than puts

Call options by funds: $50.5M | Put options by funds: $71.7M

30% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 164

36% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 64

Holders
435
Holders Change
-25
Holders Change %
-5.43%
% of All Funds
9.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
114
Reduced
164
Closed
64
Calls
$50.5M
Puts
$71.7M
Net Calls
-$21.2M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
GSC
326
G&S Capital
Colorado
$26K
PFGIA
327
Patriot Financial Group Insurance Agency
Massachusetts
$26K
PI
328
PineBridge Investments
New York
$25K -$137 -4 -0.6%
SIM
329
Sonora Investment Management
Arizona
$25K
CAPTRUST Financial Advisors
330
CAPTRUST Financial Advisors
North Carolina
$23K -$3.36K -98 -13%
MI
331
Markston International
New York
$23K
SNT
332
Security National Trust
West Virginia
$23K
SCM
333
Silvant Capital Management
Georgia
$22K -$4.56K -133 -18%
AIC
334
Archer Investment Corporation
Indiana
$18K
AFIA
335
America First Investment Advisors
Nebraska
$17K
FA
336
Financial Advantage
Maryland
$17K
GLI
337
Guardian Life Insurance
New York
$17K
Lazard Asset Management
338
Lazard Asset Management
New York
$16K -$630K -18,368 -98%
RIA
339
Realta Investment Advisors
Delaware
$16K -$23.4K -681 -61%
Bessemer Group
340
Bessemer Group
New Jersey
$16K
CM
341
Castleark Management
Illinois
$15K -$232K -6,773 -94%
MFT
342
Moisand Fitzgerald Tamayo
Florida
$15K
CAW
343
Cornerstone Advisors (Washington)
Washington
$14K -$3.84K -112 -23%
CFG
344
CKW Financial Group
Hawaii
$14K
FRA
345
Front Row Advisors
California
$14K
SIS
346
Sound Income Strategies
Florida
$14K
GI
347
Gradient Investments
Minnesota
$14K +$343 +10 +3%
CFN
348
Cordasco Financial Network
Florida
$13K
TWA
349
TCI Wealth Advisors
Arizona
$13K
WOC
350
West Oak Capital
California
$13K

HOG Hedge Fund Activity: Q3 2019 in Review

435 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2019, worth a combined $5.16B — down 2.1% from $5.27B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of HOG and 41 opened new positions — a net loss of 23 holders — while 164 trimmed existing stakes and 114 added.

The largest buyer was Invesco, adding an estimated $49.6M. The largest seller was Ameriprise, cutting an estimated $63.6M.

  • 435 institutional investors held Harley-Davidson (HOG) as of Q3 2019, down from 460 in Q2 2019.
  • Funds reported $5.16B of Harley-Davidson stock for Q3 2019, down 2.1% quarter-over-quarter.
  • 41 funds opened new Harley-Davidson positions in Q3 2019 and 64 closed out, a net change of -23 holders.
  • The largest Harley-Davidson buyer in Q3 2019 was Invesco, an estimated $49.6M added.
  • The largest Harley-Davidson seller in Q3 2019 was Ameriprise, an estimated $63.6M sold.

Based on aggregated 13F filings for Q3 2019.