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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
Fifth Third Bancorp
401
Fifth Third Bancorp
Ohio
$189K +$2.17K +38 +1%
NIPH
402
NN Investment Partners Holdings
Netherlands
$178K +$106K +1,853 +155%
AAM
403
Advisors Asset Management
Colorado
$175K +$125K +2,193 +274%
LWCFA
404
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$152K
ST
405
Smithfield Trust
Pennsylvania
$146K -$28.5K -500 -17%
QI
406
QS Investors
New York
$140K
PI
407
PineBridge Investments
New York
$137K +$102K +1,788 +319%
FMLI
408
Fukoku Mutual Life Insurance
Japan
$123K
1832 Asset Management
409
1832 Asset Management
Ontario, Canada
$120K +$13.1K +230 +13%
IP
410
Isthmus Partners
Wisconsin
$117K
AIM
411
Acrospire Investment Management
Illinois
$117K +$114K +2,000 New
WAM
412
Wealthspire Advisors (Maryland)
Maryland
$115K +$2.97K +52 +3%
SSB
413
Sandy Spring Bank
Maryland
$114K
HSA
414
Hussman Strategic Advisors
Maryland
$105K +$103K +1,800 New
TCOV
415
Trust Company of Vermont
Vermont
$102K
AWM
416
Avior Wealth Management
Nebraska
$95K +$114 +2 +0.1%
ARMT
417
Amica Retiree Medical Trust
Rhode Island
$94K
MCM
418
Manchester Capital Management
Vermont
$92K
CTC
419
Central Trust Company
Missouri
$91K -$47.1K -825 -34%
AA
420
AlphaMark Advisors
Kentucky
$84K +$82.1K +1,440 New
SIC
421
Salem Investment Counselors
North Carolina
$83K
SFG
422
SevenBridge Financial Group
Pennsylvania
$78K
WT
423
Whittier Trust
California
$72K
AssetMark Inc
424
AssetMark Inc
California
$69K -$2.97K -52 -4%
TC
425
Trust Company
Kansas
$66K +$50.2K +880 +352%

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.