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Harley-Davidson
HOG

Overview Fund Activity

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 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-29
Holders Change %
-5.53%
% of All Funds
11.36%
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
71
Calls
$89.3M
Puts
$146M
Net Calls
-$56.2M
Net Calls Change
+$126M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$73.6M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$51M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
+$29.6M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$18M
5
KP
Kiltearn Partners
United Kingdom
+$15M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$336M
2
Morgan Stanley
Morgan Stanley
New York
-$91.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$73.4M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$69.1M
5
IFP
Independent Franchise Partners
United Kingdom
-$44.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
401
Blackhawk Capital Partners
Wisconsin
$15K – – –
CHC
402
City Holding Co
West Virginia
$14K – – –
FNB
403
Farmers National Bank
Kentucky
$14K – – –
VNA
404
Valley National Advisers
Pennsylvania
$14K +$42 +1 +0.3%
MSFP
405
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
CA
406
Crewe Advisors
Utah
$13K – – –
FWM
407
Focused Wealth Management
New York
$13K +$130 +3 +1%
WC
408
Whitnell & Co
Illinois
$11K – – –
MSE
409
MUFG Securities EMEA
United Kingdom
$11K – – –
CCM
410
Covington Capital Management
California
$11K – – –
WAS
411
Winch Advisory Services
Wisconsin
$11K +$174 +4 +2%
RBC
412
Roble Belko & Company
Pennsylvania
$10K – – –
NSIM
413
North Star Investment Management
Illinois
$10K – – –
DWM
414
Destination Wealth Management
California
$10K +$10K +235 New
SFSIG
415
San Francisco Sentry Investment Group
California
$9K -$18K -400 -67%
MCM
416
Monument Capital Management
Virginia
$9K -$39 -1 -0.4%
1IA
417
1834 Investment Advisors
Wisconsin
$9K – – –
RFA
418
Reilly Financial Advisors
California
$9K – – –
PS
419
Portfolio Solutions
Michigan
$9K – – –
GI
420
Gradient Investments
Minnesota
$9K – – –
CB
421
Community Bank
New York
$9K – – –
TC
422
Trust Company
Kansas
$9K – – –
AWM
423
AllSquare Wealth Management
New York
$9K – – –
ME
424
McIlrath & Eck
Washington
$9K – – –
BWL
425
Bogart Wealth LLC
Virginia
$9K – – –
15 16
17
18 19