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Harley-Davidson

411 hedge funds and large institutions have $5.07B invested in Harley-Davidson in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 120 increasing their positions, 137 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $172M | Put options by funds: $106M

3.09% less ownership

Funds ownership: 93.12%90.03% (-3.1%)

8% less funds holding

Funds holding: 447411 (-36)

12% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 137

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

22% less capital invested

Capital invested by funds: $6.54B → $5.07B (-$1.47B)

46% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 63

Holders
411
Holders Change
-36
Holders Change %
-8.05%
% of All Funds
7.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
34
Increased
120
Reduced
137
Closed
63
Calls
$172M
Puts
$106M
Net Calls
+$65.8M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
426
Convergence Investment Partners
Florida
-$256K -5,579 Closed
Cetera Investment Advisers
427
Cetera Investment Advisers
Illinois
-$249K -5,444 Closed
UCFA
428
United Capital Financial Advisors
Texas
-$249K -5,428 Closed
GP
429
Girard Partners
Pennsylvania
-$245K -5,348 Closed
CS
430
Comerica Securities
Michigan
-$241K -5,265 Closed
AP
431
Advisor Partners
California
-$241K -5,250 Closed
MYIA
432
Mount Yale Investment Advisors
Colorado
-$230K -5,013 Closed
VCAM
433
Van Cleef Asset Management
Ohio
-$229K -5,000 Closed
LC
434
Landaas & Company
Wisconsin
-$229K -4,990 Closed
CI
435
Cigna Investments
Connecticut
-$217K -4,750 Closed
CCP
436
Corient Capital Partners
California
-$216K -4,704 Closed
M&T Bank
437
M&T Bank
New York
-$214K -4,653 Closed
XT
438
XTX Topco
Cayman Islands
-$212K -4,622 Closed
Verition Fund Management
439
Verition Fund Management
Connecticut
-$211K -4,604 Closed
FNFDCM
440
Folger Nolan Fleming Douglas Capital Management
District of Columbia
-$211K -4,600 Closed
IRF
441
IBM Retirement Fund
New York
-$200K -4,370 Closed
IP
442
Isthmus Partners
Wisconsin
-$92K -2,004 Closed
Canada Pension Plan Investment Board
443
Canada Pension Plan Investment Board
Ontario, Canada
-$50K -1,240 -99%
TCOV
444
Trust Company of Vermont
Vermont
-$55K -1,200 Closed
PWP
445
Personal Wealth Partners
Minnesota
-$47K -1,019 Closed
NFSG
446
Newbridge Financial Services Group
Florida
-$32K -700 Closed
FC
447
FORA Capital
Florida
-$29K -631 Closed
RDWM
448
Red Door Wealth Management
Tennessee
-$27K -600 Closed
KFP
449
KB Financial Partners
New Jersey
-$23K -505 Closed
NICM
450
Neo Ivy Capital Management
New York
-$18K -401 Closed

HOG Hedge Fund Activity: Q3 2021 in Review

411 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2021, worth a combined $5.07B — down 22% from $6.54B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of HOG and 34 opened new positions — a net loss of 29 holders — while 137 trimmed existing stakes and 120 added.

The largest buyer was H. Partners Management, adding an estimated $113M. The largest seller was Invesco, cutting an estimated $221M.

  • 411 institutional investors held Harley-Davidson (HOG) as of Q3 2021, down from 447 in Q2 2021.
  • Funds reported $5.07B of Harley-Davidson stock for Q3 2021, down 22% quarter-over-quarter.
  • 34 funds opened new Harley-Davidson positions in Q3 2021 and 63 closed out, a net change of -29 holders.
  • The largest Harley-Davidson buyer in Q3 2021 was H. Partners Management, an estimated $113M added.
  • The largest Harley-Davidson seller in Q3 2021 was Invesco, an estimated $221M sold.

Based on aggregated 13F filings for Q3 2021.