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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
HR
351
Howe & Rusling
New York
$2K
IBOK
352
Independence Bank of Kentucky
Kentucky
$2K
MA
353
MCF Advisors
Kentucky
$2K
VRM
354
Vectors Research Management
New York
$2K
WT
355
Washington Trust
Rhode Island
$2K
WEC
356
Winslow Evans & Crocker
Massachusetts
$2K
TFA
357
Transamerica Financial Advisors
Florida
$2K +$1.32K +49 New
APC
358
Aspire Private Capital
North Carolina
$2K +$1.97K +73 New
1832 Asset Management
359
1832 Asset Management
Ontario, Canada
$2K +$2.72K +101 New
TFO
360
Tarbox Family Office
California
$1K -$2.83K -105 -69%
HIA
361
Harbor Investment Advisory
Maryland
$1K -$1.67K -62 -72%
BWA
362
BDO Wealth Advisors
Florida
$1K
BAM
363
Bellevue Asset Management
Washington
$1K
CAW
364
Cornerstone Advisors (Washington)
Washington
$1K
CFD
365
Creative Financial Designs
Indiana
$1K
HI
366
Hudock Inc
Pennsylvania
$1K
NSIM
367
North Star Investment Management
Illinois
$1K
WCG
368
Weaver Consulting Group
California
$1K
BWM
369
Baystate Wealth Management
Massachusetts
$1K +$27 +1 +5%
TFM
370
TFC Financial Management
Massachusetts
$1K +$566 +21 New
CCM
371
Chiron Capital Management
Florida
$1K +$1.19K +44 New
SWA
372
Sutton Wealth Advisors
Florida
$270
FCA
373
FinTrust Capital Advisors
South Carolina
$4
Marshall Wace
374
Marshall Wace
United Kingdom
-$20.3M -854,965 Closed
N
375
Natixis
France
-$15.9M -668,064 Closed

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.