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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
AF
426
Arrow Financial
New York
$64K
NFG
427
Next Financial Group
Texas
$63K +$2.85K +50 +5%
IIC
428
Integrated Investment Consultants
Michigan
$60K
ED
429
Exane Derivatives
France
$58.2K -$80.5K -1,411 -59%
MCA
430
Mercer Capital Advisers
New Jersey
$58K
PAI
431
Pittenger & Anderson Inc
Nebraska
$54K
SIM
432
Sonora Investment Management
Arizona
$52.5K
HFM
433
Harvest Fund Management
China
$51K +$49.5K +867 New
HCM
434
Herndon Capital Management
Georgia
$50K +$12.2K +214 +33%
PFBT
435
Parkside Financial Bank & Trust
Missouri
$49K
JFGIW
436
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K -$223K -3,915 -84%
VFA
437
Virtus Fund Advisers
Connecticut
$43K -$20.4M -358,500 -100%
FHA
438
First Horizon Advisors
Tennessee
$43K
MRCM
439
M&R Capital Management
New Jersey
$43K
GLI
440
Guardian Life Insurance
New York
$40K
MI
441
Markston International
New York
$38K
SNT
442
Security National Trust
West Virginia
$38K
WOC
443
West Oak Capital
California
$35K
AC
444
Alexandria Capital
Virginia
$35K
MWM
445
Mascoma Wealth Management
New Hampshire
$34K +$33K +579 New
CFD
446
Creative Financial Designs
Indiana
$33K +$32K +561 New
Bessemer Group
447
Bessemer Group
New Jersey
$32K +$31.4K +550 New
ATC
448
Adirondack Trust Company
New York
$31K
TCM
449
Tradewinds Capital Management
Washington
$31K
VIA
450
Vantage Investment Advisors
Pennsylvania
$30K

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.