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Harley-Davidson

381 hedge funds and large institutions have $3.45B invested in Harley-Davidson in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 105 increasing their positions, 123 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $43.2M

7% more capital invested

Capital invested by funds: $3.22B → $3.45B (+$226M)

3.31% more ownership

Funds ownership: 88.48%91.79% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less funds holding

Funds holding: 392381 (-11)

15% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 123

17% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 66

Holders
381
Holders Change
-11
Holders Change %
-2.81%
% of All Funds
7.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
55
Increased
105
Reduced
123
Closed
66
Calls
$53.4M
Puts
$43.2M
Net Calls
+$10.1M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CANY
401
Caxton Associates (New York)
New York
-$318K -13,388 Closed
Nomura Asset Management
402
Nomura Asset Management
Japan
-$314K -13,177 Closed
NIT
403
NumerixS Investment Technologies
British Columbia, Canada
-$290K -12,200 Closed
SLAM
404
Swiss Life Asset Management
-$244K -10,275 Closed
SMFS
405
Squar Milner Financial Services
California
-$242K -10,200 Closed
TSS
406
Two Sigma Securities
New York
-$214K -9,000 Closed
CAN
407
Cetera Advisor Networks
California
-$169K -7,112 Closed
Daiwa Securities Group
408
Daiwa Securities Group
Japan
-$117K -6,185 Closed
PAG
409
Private Advisor Group
New Jersey
-$95K -4,008 Closed
RIM
410
Rampart Investment Management
Connecticut
-$80K -3,376 Closed
MCM
411
Manchester Capital Management
Vermont
-$38K -1,580 Closed
FMT
412
First Mercantile Trust
Tennessee
-$31K -1,303 Closed
PI
413
PineBridge Investments
New York
-$25K -1,044 Closed
CFG
414
Citizens Financial Group
Rhode Island
-$23K -974 Closed
LWCFA
415
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$17K -725 Closed
MI
416
Markston International
New York
-$15K -650 Closed
RDWM
417
Red Door Wealth Management
Tennessee
-$14K -600 Closed
HFA
418
Hoover Financial Advisors
Pennsylvania
-$13K -560 Closed
OPS
419
Orion Portfolio Solutions
Nebraska
-$11K -478 Closed
EFSCE
420
Enterprise Financial Services Corp (EFSC)
Missouri
-$11K -442 Closed
MLFP
421
MPS Loria Financial Planners
Illinois
-$10K -420 Closed
BL
422
Balentine LLC
Georgia
-$8K -347 Closed
PIMG
423
Patriot Investment Management Group
Tennessee
-$6.66K -280 Closed
GWMIA
424
Global Wealth Management Investment Advisory
Florida
-$5K -200 Closed
TI
425
tru Independence
Oregon
-$4 -157 Closed

HOG Hedge Fund Activity: Q3 2020 in Review

381 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2020, worth a combined $3.45B — up 7% from $3.22B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of HOG and 55 opened new positions — a net loss of 11 holders — while 123 trimmed existing stakes and 105 added.

The largest buyer was Boston Partners, adding an estimated $95.5M. The largest seller was Bank of New York Mellon, cutting an estimated $72.5M.

  • 381 institutional investors held Harley-Davidson (HOG) as of Q3 2020, down from 392 in Q2 2020.
  • Funds reported $3.45B of Harley-Davidson stock for Q3 2020, up 7% quarter-over-quarter.
  • 55 funds opened new Harley-Davidson positions in Q3 2020 and 66 closed out, a net change of -11 holders.
  • The largest Harley-Davidson buyer in Q3 2020 was Boston Partners, an estimated $95.5M added.
  • The largest Harley-Davidson seller in Q3 2020 was Bank of New York Mellon, an estimated $72.5M sold.

Based on aggregated 13F filings for Q3 2020.