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Harley-Davidson

495 hedge funds and large institutions have $6.86B invested in Harley-Davidson in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 170 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 525495 (-30)

7.94% less ownership

Funds ownership: 103.33%95.39% (-7.9%)

19% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 170

22% less capital invested

Capital invested by funds: $8.79B → $6.86B (-$1.93B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 72

39% less call options, than puts

Call options by funds: $89.3M | Put options by funds: $146M

Holders
495
Holders Change
-30
Holders Change %
-5.71%
% of All Funds
11.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
137
Reduced
170
Closed
72
Calls
$89.3M
Puts
$146M
Net Calls
-$56.2M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
401
Independence Bank of Kentucky
Kentucky
$15K
CHC
402
City Holding Co
West Virginia
$14K
FNB
403
Farmers National Bank
Kentucky
$14K
VNA
404
Valley National Advisers
Pennsylvania
$14K +$48 +1 +0.3%
CA
405
Crewe Advisors
Utah
$13K
MSFP
406
Mark Sheptoff Financial Planning
Connecticut
$13K
FWM
407
Focused Wealth Management
New York
$13K +$144 +3 +1%
CCM
408
Covington Capital Management
California
$11K
MSE
409
MUFG Securities EMEA
United Kingdom
$11K
WC
410
Whitnell & Co
Illinois
$11K
WAS
411
Winch Advisory Services
Wisconsin
$11K +$191 +4 +2%
NSIM
412
North Star Investment Management
Illinois
$10K
RBC
413
Roble Belko & Company
Pennsylvania
$10K
DWM
414
Destination Wealth Management
California
$10K +$11.2K +235 New
SFSIG
415
San Francisco Sentry Investment Group
California
$9K -$19.1K -400 -67%
MCM
416
Monument Capital Management
Virginia
$9K -$48 -1 -0.4%
1IA
417
1834 Investment Advisors
Wisconsin
$9K
AWM
418
AllSquare Wealth Management
New York
$9K
BWL
419
Bogart Wealth LLC
Virginia
$9K
CB
420
Community Bank
New York
$9K
GI
421
Gradient Investments
Minnesota
$9K
ME
422
McIlrath & Eck
Washington
$9K
PS
423
Portfolio Solutions
Michigan
$9K
RFA
424
Reilly Financial Advisors
California
$9K
TC
425
Trust Company
Kansas
$9K