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Harley-Davidson
HOG

436 hedge funds and large institutions have $14.3B invested in Harley-Davidson in 2013 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 130 increasing their positions, 165 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more capital invested

Capital invested by funds: $9.96B → $14.3B (+$4.35B)

38% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 37

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

3% more funds holding

Funds holding: 425 → 436 (+11)

2.58% more ownership

Funds ownership: 81.18% → 83.76% (+2.6%)

13% less call options, than puts

Call options by funds: $73.7M | Put options by funds: $84.7M

21% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 165

Holders
436
Holders Change
+11
Holders Change %
+2.59%
% of All Funds
14.14%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
51
Increased
130
Reduced
165
Closed
37
Calls
$73.7M
Puts
$84.7M
Net Calls
-$11.1M
Net Calls Change
+$16.6M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$145M
2
CCM
Cantillon Capital Management
New York
+$117M
3
JP Morgan Chase
JP Morgan Chase
New York
+$109M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$108M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$94.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$132M
2
KeyBank National Association
KeyBank National Association
Ohio
-$47.8M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$41.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$37.9M
5
American Century Companies
American Century Companies
Missouri
-$36.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
HRIA
426
Haberer Registered Investment Advisor
Ohio
$3K – – –
WC
427
Whitnell & Co
Illinois
$3K – – –
PFO
428
Pathstone Family Office
New Jersey
$3K +$2.31K +39 New
BC
429
Blackhill Capital
New Jersey
$2K – – –
SFS
430
Signator Financial Services
Massachusetts
$2K – – –
WTC
431
WhitTier Trust Company
Nevada
$2K – – –
CAW
432
Cornerstone Advisors (Washington)
Washington
$2K +$651 +11 +65%
UB
433
UMB Bank
Missouri
$1.37K -$17.7K -299 -1%
CFA
434
Camarda Financial Advisors
Florida
$1K – – –
CAM
435
ClariVest Asset Management
California
$1K – – –
MA
436
MUFG Americas
New York
$1K – – –
D.E. Shaw & Co
437
D.E. Shaw & Co
New York
– -$37.9M -641,332 Closed
SG
438
Swarthmore Group
Pennsylvania
– -$25.4M -463,575 Closed
BPM
439
Bronson Point Management
Connecticut
– -$24.2M -442,100 Closed
Renaissance Technologies
440
Renaissance Technologies
New York
– -$8.21M -149,800 Closed
Two Sigma Investments
441
Two Sigma Investments
New York
– -$5.53M -100,860 Closed
OI
442
Oakbrook Investments
Illinois
– -$4.32M -78,764 Closed
MCM
443
Moore Capital Management
New York
– -$3.08M -56,175 Closed
DCM
444
Decatur Capital Management
Georgia
– -$2.72M -49,550 Closed
RJFSA
445
Raymond James Financial Services Advisors
Florida
– -$2.61M -47,579 Closed
JG
446
Jefferies Group
New York
– -$2.13M -38,763 Closed
UOC
447
UBS O'Connor
Illinois
– -$2M -36,500 Closed
NMERB
448
New Mexico Educational Retirement Board
New Mexico
– -$1.97M -35,929 Closed
HI
449
HBK Investments
Texas
– -$1.54M -28,065 Closed
Walleye Trading
450
Walleye Trading
New York
– -$1.6M -27,032 Closed
15 16 17
18
19

HOG Hedge Fund Activity: Q3 2013 in Review

436 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2013, worth a combined $14.3B — up 44% from $9.96B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new HOG positions and 37 closed out — a net gain of 14 holders — while 130 added to existing stakes and 165 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $145M. The largest seller was AllianceBernstein, cutting an estimated $132M.

  • 436 institutional investors held Harley-Davidson (HOG) as of Q3 2013, up from 425 in Q2 2013.
  • Funds reported $14.3B of Harley-Davidson stock for Q3 2013, up 44% quarter-over-quarter.
  • 51 funds opened new Harley-Davidson positions in Q3 2013 and 37 closed out, a net change of +14 holders.
  • The largest Harley-Davidson buyer in Q3 2013 was Baillie Gifford & Co, an estimated $145M added.
  • The largest Harley-Davidson seller in Q3 2013 was AllianceBernstein, an estimated $132M sold.

Based on aggregated 13F filings for Q3 2013.