Harley-Davidson
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.
37% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 35
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
1% more funds holding
Funds holding: 459 → 465 (+6)
9% more call options, than puts
Call options by funds: $52M | Put options by funds: $47.5M
0.59% more ownership
Funds ownership: 82.92% → 83.51% (+0.59%)
3% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 164
4% less capital invested
Capital invested by funds: $12.7B → $12.2B (-$457M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$100M |
| 2 |
WJA
Williams Jones & Associates
New York
|
+$49.9M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$31.8M |
| 4 |
CM
Castleark Management
Chicago,
Illinois
|
+$25.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$103M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$57.5M |
| 3 |
LBG
Lloyds Banking Group
London,
United Kingdom
|
-$42.6M |
| 4 |
JP Morgan Chase
New York
|
-$39.7M |
| 5 |
State Street
Boston,
Massachusetts
|
-$37.2M |
HOG Hedge Fund Activity: Q1 2014 in Review
465 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2014, worth a combined $12.2B — down 3.6% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new HOG positions and 35 closed out — a net gain of 13 holders — while 159 added to existing stakes and 164 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $100M. The largest seller was Fidelity Investments, cutting an estimated $103M.
- 465 institutional investors held Harley-Davidson (HOG) as of Q1 2014, up from 459 in Q4 2013.
- Funds reported $12.2B of Harley-Davidson stock for Q1 2014, down 3.6% quarter-over-quarter.
- 48 funds opened new Harley-Davidson positions in Q1 2014 and 35 closed out, a net change of +13 holders.
- The largest Harley-Davidson buyer in Q1 2014 was Wellington Management Group, an estimated $100M added.
- The largest Harley-Davidson seller in Q1 2014 was Fidelity Investments, an estimated $103M sold.
Based on aggregated 13F filings for Q1 2014.