Harley-Davidson
463 hedge funds and large institutions have $5.42B invested in Harley-Davidson in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 136 increasing their positions, 142 reducing their positions, and 40 closing their positions.
88% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 40
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
6% more funds holding
Funds holding: 435 → 463 (+28)
2.23% more ownership
Funds ownership: 92.24% → 94.47% (+2.2%)
5% more capital invested
Capital invested by funds: $5.16B → $5.42B (+$258M)
4% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 142
31% less call options, than puts
Call options by funds: $44.1M | Put options by funds: $63.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
+$70.1M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$20.7M |
| 3 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$13.8M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$11.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$57.3M |
| 2 |
VanEck Associates
New York
|
-$31.2M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$14.4M |
| 4 |
JP Morgan Chase
New York
|
-$13.4M |
| 5 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
-$8.62M |
HOG Hedge Fund Activity: Q4 2019 in Review
463 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2019, worth a combined $5.42B — up 5% from $5.16B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new HOG positions and 40 closed out — a net gain of 35 holders — while 136 added to existing stakes and 142 trimmed.
The largest buyer was Impala Asset Management, opening a new position worth an estimated $70.1M. The largest seller was Ameriprise, cutting an estimated $57.3M.
- 463 institutional investors held Harley-Davidson (HOG) as of Q4 2019, up from 435 in Q3 2019.
- Funds reported $5.42B of Harley-Davidson stock for Q4 2019, up 5% quarter-over-quarter.
- 75 funds opened new Harley-Davidson positions in Q4 2019 and 40 closed out, a net change of +35 holders.
- The largest Harley-Davidson buyer in Q4 2019 was Impala Asset Management, an estimated $70.1M added.
- The largest Harley-Davidson seller in Q4 2019 was Ameriprise, an estimated $57.3M sold.
Based on aggregated 13F filings for Q4 2019.