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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
GEA
351
Glen Eagle Advisors
New Jersey
$5.49K
AA
352
Ancora Advisors
Ohio
$5K
BU
353
BBVA USA
Alabama
$5K
CCMW
354
Cypress Capital Management (Wyoming)
Wyoming
$5K
HCM
355
Horrell Capital Management
Arkansas
$5K
AWM
356
Avior Wealth Management
Nebraska
$5K +$1.61K +40 +38%
Schroder Investment Management Group
357
Schroder Investment Management Group
United Kingdom
$5K +$5.32K +132 New
1832 Asset Management
358
1832 Asset Management
Ontario, Canada
$5K +$5.36K +133 New
AA
359
AlphaMark Advisors
Kentucky
$4K
BWM
360
BerganKDV Wealth Management
Minnesota
$4K
CAGAS
361
Capital Advisory Group Advisory Services
Minnesota
$4K
EBA
362
Eagle Bay Advisors
New York
$4K
EW
363
Evoke Wealth
California
$4K
FBT
364
First Bank & Trust
South Dakota
$4K
IBOK
365
Independence Bank of Kentucky
Kentucky
$4K
VRM
366
Vectors Research Management
New York
$4K
WT
367
Washington Trust
Rhode Island
$4K
HR
368
Howe & Rusling
New York
$4K +$161 +4 +3%
QCG
369
Quadrant Capital Group
Ohio
$4K +$282 +7 +6%
JMF
370
Johnson Midwest Financial
Iowa
$4K +$2.06K +51 +84%
CFA
371
Cahill Financial Advisors
Minnesota
$4K +$4.03K +100 New
BFEC
372
Benjamin F. Edwards & Company
Missouri
$4K +$4.72K +117 New
MWM
373
Mascoma Wealth Management
New Hampshire
$4K +$4.84K +120 New
ED
374
Exane Derivatives
France
$3.99K
APC
375
Aspire Private Capital
North Carolina
$3K

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.