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Harley-Davidson

381 hedge funds and large institutions have $3.45B invested in Harley-Davidson in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 105 increasing their positions, 123 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $43.2M

7% more capital invested

Capital invested by funds: $3.22B → $3.45B (+$226M)

3.31% more ownership

Funds ownership: 88.48%91.79% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less funds holding

Funds holding: 392381 (-11)

15% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 123

17% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 66

Holders
381
Holders Change
-11
Holders Change %
-2.81%
% of All Funds
7.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
55
Increased
105
Reduced
123
Closed
66
Calls
$53.4M
Puts
$43.2M
Net Calls
+$10.1M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ED
326
Exane Derivatives
France
$3.29K -$55.5K -2,060 -94%
Millennium Management
327
Millennium Management
New York
$3.24K -$10.6M -391,819 -75%
AIL
328
AGF Investments LLC
Ontario, Canada
$3K -$1.24K -46 -30%
VFA
329
Valeo Financial Advisors
Indiana
$3K -$566 -21 -15%
AA
330
Ancora Advisors
Ohio
$3K
CB
331
CNB Bank
Pennsylvania
$3K
FBT
332
First Bank & Trust
South Dakota
$3K
HPC
333
HM Payson & Co
Maine
$3K
LFG
334
Larson Financial Group
Missouri
$3K
WB
335
West Bancorporation
Iowa
$3K
ZB
336
Zions Bancorporation
Utah
$3K
PCG
337
Private Capital Group
Connecticut
$3K +$3.04K +113 +5,650%
CSPIA
338
Cary Street Partners Investment Advisory
Virginia
$3K +$3.1K +115 New
BHWM
339
Bay Harbor Wealth Management
Maryland
$3K +$3.56K +132 New
TC
340
Trust Company
Kansas
$3K +$3.58K +133 New
AWA
341
Arkadios Wealth Advisors
Georgia
$2.31K +$2.18K +81 New
EW
342
Evoke Wealth
California
$2K -$1.05K -39 -30%
CI
343
CX Institutional
Indiana
$2K -$458 -17 -15%
AWM
344
Avior Wealth Management
Nebraska
$2K
BFC
345
Bedel Financial Consulting
Indiana
$2K
BWM
346
BerganKDV Wealth Management
Minnesota
$2K
BBHC
347
Brown Brothers Harriman & Co
New York
$2K
CAGAS
348
Capital Advisory Group Advisory Services
Minnesota
$2K
EARNEST Partners
349
EARNEST Partners
Georgia
$2K
EWA
350
Evolution Wealth Advisors
Florida
$2K

HOG Hedge Fund Activity: Q3 2020 in Review

381 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2020, worth a combined $3.45B — up 7% from $3.22B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of HOG and 55 opened new positions — a net loss of 11 holders — while 123 trimmed existing stakes and 105 added.

The largest buyer was Boston Partners, adding an estimated $95.5M. The largest seller was Bank of New York Mellon, cutting an estimated $72.5M.

  • 381 institutional investors held Harley-Davidson (HOG) as of Q3 2020, down from 392 in Q2 2020.
  • Funds reported $3.45B of Harley-Davidson stock for Q3 2020, up 7% quarter-over-quarter.
  • 55 funds opened new Harley-Davidson positions in Q3 2020 and 66 closed out, a net change of -11 holders.
  • The largest Harley-Davidson buyer in Q3 2020 was Boston Partners, an estimated $95.5M added.
  • The largest Harley-Davidson seller in Q3 2020 was Bank of New York Mellon, an estimated $72.5M sold.

Based on aggregated 13F filings for Q3 2020.