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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
KIG
326
Kowal Investment Group
Wisconsin
$11K +$12.3K +304 New
GAM
327
Gemmer Asset Management
California
$10K
SIS
328
Sound Income Strategies
Florida
$10K
CI Investments Inc
329
CI Investments Inc
Ontario, Canada
$9K -$703K -17,429 -99%
BCPWM
330
Bradley & Co Private Wealth Management
Florida
$9K
RBC
331
Roble Belko & Company
Pennsylvania
$9K
CAL
332
Capital Analysts LLC
Pennsylvania
$9K +$40 +1 +0.4%
VI
333
Vestcor Inc
New Brunswick, Canada
$9K +$10.3K +256 New
GI
334
Gradient Investments
Minnesota
$8K -$3.99K -99 -30%
COCM
335
Charter Oak Capital Management
New Hampshire
$8K
LFG
336
Larson Financial Group
Missouri
$8K
S
337
SignatureFD
Georgia
$8K +$2.94K +73 +55%
CB
338
Community Bank
New York
$7K
FWM
339
Focused Wealth Management
New York
$7K
FFA
340
Freedman Financial Associates
Massachusetts
$7K
HWA
341
HHM Wealth Advisors
Tennessee
$7K
KTC
342
Kistler-Tiffany Companies
Pennsylvania
$7K
ME
343
McIlrath & Eck
Washington
$7K
PFSC
344
Peoples Financial Services Corp
Pennsylvania
$7K
ST
345
Smithfield Trust
Pennsylvania
$7K
JWA
346
JFS Wealth Advisors
Pennsylvania
$6K -$26.2K -649 -80%
CFGS
347
Concourse Financial Group Securities
Alabama
$6K
JCM
348
Jacobi Capital Management
Pennsylvania
$6K
VNA
349
Valley National Advisers
Pennsylvania
$6K
PB
350
Pinnacle Bancorp
Nebraska
$6K +$7.14K +177 New

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.