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Harley-Davidson
HOG

419 hedge funds and large institutions have $5.47B invested in Harley-Davidson in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 114 increasing their positions, 121 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $160M | Put options by funds: $71.3M

7% more capital invested

Capital invested by funds: $5.12B → $5.47B (+$357M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 73

6% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 121

1% less funds holding

Funds holding: 425 → 419 (-6)

1.88% less ownership

Funds ownership: 91.13% → 89.24% (-1.9%)

Holders
419
Holders Change
-6
Holders Change %
-1.41%
% of All Funds
7.36%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
73
Increased
114
Reduced
121
Closed
73
Calls
$160M
Puts
$71.3M
Net Calls
+$88.9M
Net Calls Change
+$84M

Top Buyers

Rank Fund Capital Flow
1
HPM
H. Partners Management
New York
+$71.4M
2
TP
Thunderbird Partners
United Kingdom
+$56.6M
3
SBH
Segall Bryant & Hamill
Illinois
+$47.1M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
+$31.6M
5
Millennium Management
Millennium Management
New York
+$31.6M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$119M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$72.1M
3
Boston Partners
Boston Partners
Massachusetts
-$69.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$35.6M
5
Invesco
Invesco
Georgia
-$28.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
376
Zions Bancorporation
Utah
$4K – – –
PMFA
377
Plante Moran Financial Advisors
Michigan
$4K +$3.94K +106 New
BCWM
378
Bartlett & Co Wealth Management
Ohio
$3.21K +$2.98K +80 New
Nisa Investment Advisors
379
Nisa Investment Advisors
Missouri
$3.21K +$3.72K +100 +0.1%
APC
380
Aspire Private Capital
North Carolina
$3K – – –
BFC
381
Bedel Financial Consulting
Indiana
$3K – – –
EARNEST Partners
382
EARNEST Partners
Georgia
$3K – – –
EWA
383
Evolution Wealth Advisors
Florida
$3K – – –
MA
384
MCF Advisors
Kentucky
$3K – – –
RDFA
385
Ritter Daniher Financial Advisory
Ohio
$3K – – –
VCM
386
Versant Capital Management
Arizona
$3K – – –
CI
387
CX Institutional
Indiana
$3K +$112 +3 +5%
Rockefeller Capital Management
388
Rockefeller Capital Management
New York
$3K +$930 +25 +36%
BC
389
Bartlett & Co
Ohio
$3K +$2.98K +80 New
RA
390
Resolute Advisors
California
$3K +$3.12K +84 New
CQS
391
Credential Qtrade Securities
$2.25K +$2.08K +56 New
TFA
392
Transamerica Financial Advisors
Florida
$2K -$335 -9 -20%
AWM
393
Accel Wealth Management
Iowa
$2K – – –
BAM
394
Bellevue Asset Management
Washington
$2K – – –
HI
395
Hudock Inc
Pennsylvania
$2K – – –
JMF
396
Johnson Midwest Financial
Iowa
$2K – – –
NSIM
397
North Star Investment Management
Illinois
$2K – – –
SSB
398
Sandy Spring Bank
Maryland
$2K – – –
TFO
399
Tarbox Family Office
California
$2K – – –
BWM
400
Baystate Wealth Management
Massachusetts
$1K – – –
14 15
16
17 18

HOG Hedge Fund Activity: Q1 2021 in Review

419 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2021, worth a combined $5.47B — up 7% from $5.12B a quarter earlier.

Fund positioning in HOG was balanced in Q1 2021: 73 funds opened new positions, 73 closed out, 114 added to existing stakes and 121 trimmed.

The largest buyer was H. Partners Management, adding an estimated $71.4M. The largest seller was Fidelity Investments, cutting an estimated $119M.

  • 419 institutional investors held Harley-Davidson (HOG) as of Q1 2021, down from 425 in Q4 2020.
  • Funds reported $5.47B of Harley-Davidson stock for Q1 2021, up 7% quarter-over-quarter.
  • 73 funds opened new Harley-Davidson positions in Q1 2021 and 73 closed out, a net change of 0 holders.
  • The largest Harley-Davidson buyer in Q1 2021 was H. Partners Management, an estimated $71.4M added.
  • The largest Harley-Davidson seller in Q1 2021 was Fidelity Investments, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2021.