We are live on ! Find out more
HOG icon

Harley-Davidson

544 hedge funds and large institutions have $9.12B invested in Harley-Davidson in 2016 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 140 increasing their positions, 200 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 46

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more capital invested

Capital invested by funds: $8.65B → $9.12B (+$469M)

5% more funds holding

Funds holding: 518544 (+26)

4.17% less ownership

Funds ownership: 92.59%88.42% (-4.2%)

30% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 200

52% less call options, than puts

Call options by funds: $108M | Put options by funds: $224M

Holders
544
Holders Change
+26
Holders Change %
+5.02%
% of All Funds
13.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
81
Increased
140
Reduced
200
Closed
46
Calls
$108M
Puts
$224M
Net Calls
-$117M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
FNFDCM
376
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$243K
PP
377
Prudential plc
United Kingdom
$239K -$411K -7,200 -64%
IPAM
378
ICICI Prudential Asset Management
India
$239K +$234K +4,100 New
JG
379
Jefferies Group
New York
$234K -$912K -15,991 -80%
PMG
380
ProVise Management Group
Florida
$234K +$228K +3,997 New
FMT
381
First Mercantile Trust
Tennessee
$233K
KA
382
KLCM Advisors
Wisconsin
$233K
GA
383
Geneva Advisors
Illinois
$233K +$228K +3,991 New
Bank of Nova Scotia
384
Bank of Nova Scotia
Ontario, Canada
$232K +$227K +3,982 New
BAM
385
Boyar Asset Management
New York
$229K
HNB
386
Huntington National Bank
Ohio
$225K
W
387
Wealthfront
California
$223K +$218K +3,821 New
LIM
388
Loudon Investment Management
New Hampshire
$222K +$217K +3,800 New
Janney Montgomery Scott
389
Janney Montgomery Scott
Pennsylvania
$221K -$46.6K -817 -18%
GWS
390
Glassman Wealth Services
Virginia
$214K
FAAS
391
First Allied Advisory Services
California
$211K -$40K -701 -16%
BCM
392
Bluefin Capital Management
New York
$210K +$205K +3,600 New
Pacer Advisors
393
Pacer Advisors
Pennsylvania
$209K -$1.25K -22 -0.6%
UCFA
394
United Capital Financial Advisors
Texas
$207K -$1M -17,589 -83%
CAN
395
Cetera Advisor Networks
California
$207K -$72.7K -1,274 -27%
PI
396
Putnam Investments
Massachusetts
$204K +$200K +3,500 New
ICOM
397
Investment Counselors of Maryland
Maryland
$203K
Truist Financial
398
Truist Financial
North Carolina
$203K +$198K +3,478 New
CL
399
CPWM LLC
Washington
$203K +$199K +3,487 New
NPC
400
National Planning Corporation
California
$202K -$15.3K -268 -7%

HOG Hedge Fund Activity: Q4 2016 in Review

544 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2016, worth a combined $9.12B — up 5.4% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HOG positions and 46 closed out — a net gain of 35 holders — while 140 added to existing stakes and 200 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $129M. The largest seller was Independent Franchise Partners, cutting an estimated $177M.

  • 544 institutional investors held Harley-Davidson (HOG) as of Q4 2016, up from 518 in Q3 2016.
  • Funds reported $9.12B of Harley-Davidson stock for Q4 2016, up 5.4% quarter-over-quarter.
  • 81 funds opened new Harley-Davidson positions in Q4 2016 and 46 closed out, a net change of +35 holders.
  • The largest Harley-Davidson buyer in Q4 2016 was Morgan Stanley, an estimated $129M added.
  • The largest Harley-Davidson seller in Q4 2016 was Independent Franchise Partners, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2016.