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Harley-Davidson

435 hedge funds and large institutions have $5.16B invested in Harley-Davidson in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 164 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $5.27B → $5.16B (-$109M)

1.05% less ownership

Funds ownership: 93.29%92.24% (-1%)

5% less funds holding

Funds holding: 460435 (-25)

30% less call options, than puts

Call options by funds: $50.5M | Put options by funds: $71.7M

30% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 164

36% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 64

Holders
435
Holders Change
-25
Holders Change %
-5.43%
% of All Funds
9.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
114
Reduced
164
Closed
64
Calls
$50.5M
Puts
$71.7M
Net Calls
-$21.2M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
376
Advisory Alpha
Michigan
$6.05K +$6.24K +182 New
HGWM
377
Harvest Group Wealth Management
Massachusetts
$6K
JCM
378
Jacobi Capital Management
Pennsylvania
$6K
GEA
379
Glen Eagle Advisors
New Jersey
$5.4K
AA
380
AlphaMark Advisors
Kentucky
$5K
APC
381
Aspire Private Capital
North Carolina
$5K
CCMW
382
Cypress Capital Management (Wyoming)
Wyoming
$5K
HCM
383
Horrell Capital Management
Arkansas
$5K
RFM
384
Royal Fund Management
Florida
$5K
SF
385
Synovus Financial
Georgia
$5K
AIC
386
Ameritas Investment Company
Nebraska
$5K +$4.32K +126 New
RA
387
Rational Advisors
New York
$4K -$6.31K -184 -65%
ZB
388
Zions Bancorporation
Utah
$4K -$789 -23 -18%
BWM
389
BerganKDV Wealth Management
Minnesota
$4K
CAGAS
390
Capital Advisory Group Advisory Services
Minnesota
$4K
FBT
391
First Bank & Trust
South Dakota
$4K
FIB
392
First Interstate Bank
Montana
$4K
IBOK
393
Independence Bank of Kentucky
Kentucky
$4K
SJIM
394
St. Johns Investment Management
Florida
$4K
VRM
395
Vectors Research Management
New York
$4K
WEC
396
Winslow Evans & Crocker
Massachusetts
$4K
AAP
397
Arax Advisory Partners
Colorado
$4K +$34 +1 +1%
LFG
398
Larson Financial Group
Missouri
$4K +$34 +1 +1%
NIM
399
NuWave Investment Management
New Jersey
$3K -$6.31K -184 -65%
AWM
400
Avior Wealth Management
Nebraska
$3K

HOG Hedge Fund Activity: Q3 2019 in Review

435 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2019, worth a combined $5.16B — down 2.1% from $5.27B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of HOG and 41 opened new positions — a net loss of 23 holders — while 164 trimmed existing stakes and 114 added.

The largest buyer was Invesco, adding an estimated $49.6M. The largest seller was Ameriprise, cutting an estimated $63.6M.

  • 435 institutional investors held Harley-Davidson (HOG) as of Q3 2019, down from 460 in Q2 2019.
  • Funds reported $5.16B of Harley-Davidson stock for Q3 2019, down 2.1% quarter-over-quarter.
  • 41 funds opened new Harley-Davidson positions in Q3 2019 and 64 closed out, a net change of -23 holders.
  • The largest Harley-Davidson buyer in Q3 2019 was Invesco, an estimated $49.6M added.
  • The largest Harley-Davidson seller in Q3 2019 was Ameriprise, an estimated $63.6M sold.

Based on aggregated 13F filings for Q3 2019.