We are live on ! Find out more
HOG icon

Harley-Davidson
HOG

392 hedge funds and large institutions have $3.22B invested in Harley-Davidson in 2020 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 118 increasing their positions, 113 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

19% more capital invested

Capital invested by funds: $2.71B → $3.22B (+$508M)

4% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 113

5.11% less ownership

Funds ownership: 93.59% → 88.48% (-5.1%)

6% less funds holding

Funds holding: 415 → 392 (-23)

22% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 93

26% less call options, than puts

Call options by funds: $45.5M | Put options by funds: $61.8M

Holders
392
Holders Change
-23
Holders Change %
-5.54%
% of All Funds
8.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
73
Increased
118
Reduced
113
Closed
93
Calls
$45.5M
Puts
$61.8M
Net Calls
-$16.3M
Net Calls Change
-$8.08M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$195M
2
HPM
H. Partners Management
New York
+$76.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$45.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$41.1M
5
VanEck Associates
VanEck Associates
New York
+$39.4M

Top Sellers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
-$191M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$102M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$93.7M
4
State Street
State Street
Massachusetts
-$85.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$77.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
351
Washington Trust
Rhode Island
$2K -$3.26K -150 -60%
S
352
SignatureFD
Georgia
$2K -$1.72K -79 -43%
AWM
353
Avior Wealth Management
Nebraska
$2K – – –
BFC
354
Bedel Financial Consulting
Indiana
$2K – – –
BWM
355
BerganKDV Wealth Management
Minnesota
$2K – – –
CAGAS
356
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
EARNEST Partners
357
EARNEST Partners
Georgia
$2K – – –
IBOK
358
Independence Bank of Kentucky
Kentucky
$2K – – –
MA
359
MCF Advisors
Kentucky
$2K – – –
VRM
360
Vectors Research Management
New York
$2K – – –
WEC
361
Winslow Evans & Crocker
Massachusetts
$2K – – –
EWM
362
Endurance Wealth Management
Rhode Island
$2K +$22 +1 +1%
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$2K +$65 +3 +4%
BBHC
364
Brown Brothers Harriman & Co
New York
$2K +$1.35K +62 +365%
HIA
365
Harbor Investment Advisory
Maryland
$2K +$1.35K +62 +258%
EWA
366
Evolution Wealth Advisors
Florida
$2K +$1.74K +80 New
HR
367
Howe & Rusling
New York
$2K +$1.76K +81 +405%
CAW
368
Cornerstone Advisors (Washington)
Washington
$1K -$3.85K -177 -82%
BWM
369
Baystate Wealth Management
Massachusetts
$1K -$22 -1 -5%
BWA
370
BDO Wealth Advisors
Florida
$1K – – –
BAM
371
Bellevue Asset Management
Washington
$1K – – –
CFA
372
Carroll Financial Associates
North Carolina
$1K – – –
CFGS
373
Concourse Financial Group Securities
Alabama
$1K – – –
CFD
374
Creative Financial Designs
Indiana
$1K – – –
FWM
375
FSA Wealth Management
Massachusetts
$1K – – –
13 14
15
16 17

HOG Hedge Fund Activity: Q2 2020 in Review

392 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q2 2020, worth a combined $3.22B — up 19% from $2.71B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of HOG and 73 opened new positions — a net loss of 20 holders — while 113 trimmed existing stakes and 118 added.

The largest buyer was Boston Partners, opening a new position worth an estimated $195M. The largest seller was Dodge & Cox, exiting entirely with an estimated $191M sold.

  • 392 institutional investors held Harley-Davidson (HOG) as of Q2 2020, down from 415 in Q1 2020.
  • Funds reported $3.22B of Harley-Davidson stock for Q2 2020, up 19% quarter-over-quarter.
  • 73 funds opened new Harley-Davidson positions in Q2 2020 and 93 closed out, a net change of -20 holders.
  • The largest Harley-Davidson buyer in Q2 2020 was Boston Partners, an estimated $195M added.
  • The largest Harley-Davidson seller in Q2 2020 was Dodge & Cox, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2020.