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Harley-Davidson
HOG

477 hedge funds and large institutions have $4.86B invested in Harley-Davidson in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 127 increasing their positions, 161 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.65% more ownership

Funds ownership: 87.51% → 89.16% (+1.6%)

3% less funds holding

Funds holding: 491 → 477 (-14)

10% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 89

21% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 161

26% less capital invested

Capital invested by funds: $6.56B → $4.86B (-$1.7B)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

43% less call options, than puts

Call options by funds: $42M | Put options by funds: $73.8M

Holders
477
Holders Change
-14
Holders Change %
-2.85%
% of All Funds
10.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
80
Increased
127
Reduced
161
Closed
89
Calls
$42M
Puts
$73.8M
Net Calls
-$31.9M
Net Calls Change
+$22.9M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$246M
2
JAM
Jupiter Asset Management
United Kingdom
+$81.6M
3
Ameriprise
Ameriprise
Minnesota
+$55.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$29.9M
5
Invesco
Invesco
Georgia
+$22.3M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$252M
2
FPP
Findlay Park Partners
United Kingdom
-$98.6M
3
AC
Armistice Capital
New York
-$37.3M
4
Millennium Management
Millennium Management
New York
-$31.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$23M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
426
Avior Wealth Management
Nebraska
$3K – – –
BWM
427
BerganKDV Wealth Management
Minnesota
$3K – – –
CAGAS
428
Capital Advisory Group Advisory Services
Minnesota
$3K – – –
EARNEST Partners
429
EARNEST Partners
Georgia
$3K – – –
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
FIB
431
First Interstate Bank
Montana
$3K – – –
IBOK
432
Independence Bank of Kentucky
Kentucky
$3K – – –
SJIM
433
St. Johns Investment Management
Florida
$3K – – –
VRM
434
Vectors Research Management
New York
$3K – – –
WA
435
WealthTrust-Arizona
Arizona
$3K +$39 +1 +1%
CAM
436
Cresset Asset Management
Illinois
$3K +$2.9K +74 New
APC
437
Aspire Private Capital
North Carolina
$3K +$2.98K +76 New
PCP
438
Proficio Capital Partners
Massachusetts
$3K +$3.29K +84 New
AAP
439
Arax Advisory Partners
Colorado
$3K +$3.92K +100 New
AWM
440
AllSquare Wealth Management
New York
$2K – – –
BFC
441
Bedel Financial Consulting
Indiana
$2K – – –
CFA
442
Carroll Financial Associates
North Carolina
$2K – – –
CAW
443
Cornerstone Advisors (Washington)
Washington
$2K – – –
DBT
444
Dubuque Bank & Trust
Iowa
$2K – – –
FFW
445
Fusion Family Wealth
New York
$2K – – –
RAM
446
Riggs Asset Management
Pennsylvania
$2K – – –
VCM
447
Versant Capital Management
Arizona
$2K – – –
MA
448
MCF Advisors
Kentucky
$2K +$39 +1 +1%
CA
449
Claro Advisors
Massachusetts
$2K +$1.45K +37 New
WCM
450
WealthBridge Capital Management
Ohio
$2K +$1.88K +48 New
16 17
18
19 20

HOG Hedge Fund Activity: Q4 2018 in Review

477 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2018, worth a combined $4.86B — down 26% from $6.56B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of HOG and 80 opened new positions — a net loss of 9 holders — while 161 trimmed existing stakes and 127 added.

The largest buyer was Bank of New York Mellon, adding an estimated $246M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $252M sold.

  • 477 institutional investors held Harley-Davidson (HOG) as of Q4 2018, down from 491 in Q3 2018.
  • Funds reported $4.86B of Harley-Davidson stock for Q4 2018, down 26% quarter-over-quarter.
  • 80 funds opened new Harley-Davidson positions in Q4 2018 and 89 closed out, a net change of -9 holders.
  • The largest Harley-Davidson buyer in Q4 2018 was Bank of New York Mellon, an estimated $246M added.
  • The largest Harley-Davidson seller in Q4 2018 was Capital Research Global Investors, an estimated $252M sold.

Based on aggregated 13F filings for Q4 2018.