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Harley-Davidson
HOG

Overview Fund Activity

465 hedge funds and large institutions have $12.2B invested in Harley-Davidson in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 159 increasing their positions, 164 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+6
Holders Change %
+1.31%
% of All Funds
13.44%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
48
Increased
159
Reduced
164
Closed
35
Calls
$52M
Puts
$47.5M
Net Calls
+$4.44M
Net Calls Change
+$37.4M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$525M
2
WJA
2
Williams Jones & Associates
New York
$90.4M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$171M
4
CM
4
Castleark Management
Illinois
$60.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.01B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$656M
2
Citadel Advisors
2
Citadel Advisors
Florida
$11.9M
3
LBG
3
Lloyds Banking Group
United Kingdom
$60.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$285M
5
State Street
5
State Street
Massachusetts
$561M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
376
D.A. Davidson & Co
Montana
$110K -$4.6K -70 -4%
1IC
377
1919 Investment Counsel
Maryland
$109K +$267 +4 +0.2%
WT
378
Whittier Trust
California
$107K – – –
BAM
379
Barrett Asset Management
New York
$100K – – –
KCPG
380
Kavar Capital Partners Group
Kansas
$93K – – –
AF
381
Arrow Financial
New York
$85K – – –
GLI
382
Guardian Life Insurance
New York
$83K -$933 -14 -1%
TCM
383
Tradewinds Capital Management
Washington
$80K – – –
SC
384
Skylands Capital
Wisconsin
$80K – – –
BPBT
385
Boston Private Bank & Trust
Massachusetts
$77K – – –
JFGIW
386
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$77K +$1.41K +21 +2%
AR
387
Advisory Research
Illinois
$69K +$69K +1,043 New
Envestnet Asset Management
388
Envestnet Asset Management
Illinois
$68K +$44.7K +671 +192%
CA
389
CapWealth Advisors
Tennessee
$67K – – –
SAMC
390
Shinko Asset Management Company
Japan
$65K – – –
AWM
391
Avior Wealth Management
Nebraska
$63K +$63K +951 New
IMS
392
Index Management Solutions
Pennsylvania
$62K +$27K +404 +77%
AAC
393
Asset Advisors Corp
Georgia
$60K -$13.3K -200 -18%
Lazard Asset Management
394
Lazard Asset Management
New York
$57K – – –
LFR
395
Lehman Financial Resources
Pennsylvania
$53K – – –
NSIM
396
North Star Investment Management
Illinois
$53K +$53K +800 New
WOC
397
West Oak Capital
California
$51.6K – – –
SSB
398
Sandy Spring Bank
Maryland
$51K +$16.8K +250 +49%
MI
399
Markston International
New York
$43K – – –
ATC
400
Adirondack Trust Company
New York
$41K -$3.97K -60 -9%
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16
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