Harley-Davidson
415 hedge funds and large institutions have $2.71B invested in Harley-Davidson in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 137 increasing their positions, 132 reducing their positions, and 91 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 132
0.88% less ownership
Funds ownership: 94.47% → 93.59% (-0.88%)
10% less funds holding
Funds holding: 463 → 415 (-48)
24% less call options, than puts
Call options by funds: $25.8M | Put options by funds: $34.1M
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
46% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 91
50% less capital invested
Capital invested by funds: $5.42B → $2.71B (-$2.7B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$75.5M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$57M |
| 3 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
+$23.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.1M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$67.3M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$52.8M |
| 3 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$49.7M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$25.4M |
| 5 |
Goldman Sachs
New York
|
-$20.4M |
HOG Hedge Fund Activity: Q1 2020 in Review
415 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2020, worth a combined $2.71B — down 50% from $5.42B a quarter earlier.
Sellers outnumbered buyers: 91 funds closed out of HOG and 49 opened new positions — a net loss of 42 holders — while 132 trimmed existing stakes and 137 added.
The largest buyer was Prudential plc, opening a new position worth an estimated $75.5M. The largest seller was Massachusetts Financial Services, cutting an estimated $67.3M.
- 415 institutional investors held Harley-Davidson (HOG) as of Q1 2020, down from 463 in Q4 2019.
- Funds reported $2.71B of Harley-Davidson stock for Q1 2020, down 50% quarter-over-quarter.
- 49 funds opened new Harley-Davidson positions in Q1 2020 and 91 closed out, a net change of -42 holders.
- The largest Harley-Davidson buyer in Q1 2020 was Prudential plc, an estimated $75.5M added.
- The largest Harley-Davidson seller in Q1 2020 was Massachusetts Financial Services, an estimated $67.3M sold.
Based on aggregated 13F filings for Q1 2020.