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Harley-Davidson
HOG

436 hedge funds and large institutions have $14.3B invested in Harley-Davidson in 2013 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 130 increasing their positions, 165 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more capital invested

Capital invested by funds: $9.96B → $14.3B (+$4.35B)

38% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 37

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

3% more funds holding

Funds holding: 425 → 436 (+11)

2.58% more ownership

Funds ownership: 81.18% → 83.76% (+2.6%)

13% less call options, than puts

Call options by funds: $73.7M | Put options by funds: $84.7M

21% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 165

Holders
436
Holders Change
+11
Holders Change %
+2.59%
% of All Funds
14.14%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
51
Increased
130
Reduced
165
Closed
37
Calls
$73.7M
Puts
$84.7M
Net Calls
-$11.1M
Net Calls Change
+$16.6M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$145M
2
CCM
Cantillon Capital Management
New York
+$117M
3
JP Morgan Chase
JP Morgan Chase
New York
+$109M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$108M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$94.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$132M
2
KeyBank National Association
KeyBank National Association
Ohio
-$47.8M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$41.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$37.9M
5
American Century Companies
American Century Companies
Missouri
-$36.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Twin Tree Management
376
Twin Tree Management
Texas
$45K +$41.9K +708 New
ATC
377
Adirondack Trust Company
New York
$44K – – –
MI
378
Markston International
New York
$42K – – –
EWM
379
Evercore Wealth Management
New York
$36K – – –
QT
380
Quantbot Technologies
New York
$35K +$32.6K +551 New
PG
381
PEAK6 Group
Illinois
$34K -$1.13M -19,032 -95%
SSB
382
Sandy Spring Bank
Maryland
$33K -$23.1K -390 -43%
CFA
383
Carroll Financial Associates
North Carolina
$33K +$1.66K +28 +6%
AC
384
Alexandria Capital
Virginia
$32K – – –
FA
385
Financial Advantage
Maryland
$32K – – –
WRM
386
Westport Resources Management
Connecticut
$32K – – –
JFGIW
387
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K +$11.8K +200 +67%
MUMSS
388
Mitsubishi UFJ Morgan Stanley Securities
Japan
$32K +$29.6K +500 New
AFIA
389
America First Investment Advisors
Nebraska
$30K – – –
PSUF
390
People's United Financial
Connecticut
$30K – – –
TWA
391
TCI Wealth Advisors
Arizona
$27K – – –
VCM
392
Vigilant Capital Management
Maine
$27K – – –
NC
393
NewSquare Capital
Pennsylvania
$27K +$24.6K +416 New
HI
394
Hudock Inc
Pennsylvania
$26K – – –
JEW
395
Jamison Eaton & Wood
New Jersey
$22K +$20.7K +350 New
WA
396
WFG Advisors
Texas
$20K +$59 +1 +0.3%
Envestnet Asset Management
397
Envestnet Asset Management
Illinois
$20K +$9.17K +155 +103%
ECM
398
ETrade Capital Management
Virginia
$19K – – –
KTC
399
Kistler-Tiffany Companies
Pennsylvania
$19K – – –
AA
400
Apriem Advisors
California
$19K +$5.62K +95 +48%
14 15
16
17 18

HOG Hedge Fund Activity: Q3 2013 in Review

436 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2013, worth a combined $14.3B — up 44% from $9.96B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new HOG positions and 37 closed out — a net gain of 14 holders — while 130 added to existing stakes and 165 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $145M. The largest seller was AllianceBernstein, cutting an estimated $132M.

  • 436 institutional investors held Harley-Davidson (HOG) as of Q3 2013, up from 425 in Q2 2013.
  • Funds reported $14.3B of Harley-Davidson stock for Q3 2013, up 44% quarter-over-quarter.
  • 51 funds opened new Harley-Davidson positions in Q3 2013 and 37 closed out, a net change of +14 holders.
  • The largest Harley-Davidson buyer in Q3 2013 was Baillie Gifford & Co, an estimated $145M added.
  • The largest Harley-Davidson seller in Q3 2013 was AllianceBernstein, an estimated $132M sold.

Based on aggregated 13F filings for Q3 2013.