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Harley-Davidson
HOG

Overview Fund Activity

491 hedge funds and large institutions have $10.4B invested in Harley-Davidson in 2015 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 170 increasing their positions, 167 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
-33
Holders Change %
-6.3%
% of All Funds
13.1%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
48
Increased
170
Reduced
167
Closed
75
Calls
$103M
Puts
$124M
Net Calls
-$20.9M
Net Calls Change
+$33.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$694M
2
Boston Partners
Boston Partners
Massachusetts
$107M
3
Millennium Management
Millennium Management
New York
$102M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$80.3M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$75.8M

Top Sellers

1
ACM
Americafirst Capital Management
California
$0
2
WRF
Waddell & Reed Financial
Kansas
$268M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$700M
4
IAM
Impala Asset Management
Florida
$13M
5
SFM
Systematic Financial Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
451
Community Bank
New York
$12K – – –
WAS
452
Winch Advisory Services
Wisconsin
$12K +$12K +205 New
LNB
453
Ledyard National Bank
$11K – – –
FAM
454
Formidable Asset Management
Ohio
$11K – – –
CAW
455
Cornerstone Advisors (Washington)
Washington
$11K +$5.82K +92 +112%
JFGIW
456
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K +$8.13K +130 +433%
AF
457
Allworth Financial
California
$10K +$10K +171 New
CFA
458
CT Financial Advisors
Pennsylvania
$9.63K – – –
WEC
459
Winslow Evans & Crocker
Massachusetts
$9.11K – – –
HCM
460
Horrell Capital Management
Arkansas
$9K – – –
RAM
461
Riggs Asset Management
Pennsylvania
$9K – – –
CFA
462
Carroll Financial Associates
North Carolina
$9K +$7.39K +128 +457%
FPFS
463
First Personal Financial Services
North Carolina
$8K -$889 -14 -10%
GAM
464
Gemmer Asset Management
California
$8K – – –
ZB
465
Zions Bancorporation
Utah
$8K +$8K +121 New
VFA
466
Virtus Fund Advisers
Connecticut
$7K -$15.3K -252 -69%
JWA
467
JFS Wealth Advisors
Pennsylvania
$7K -$5.82K -99 -45%
EFSCE
468
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
RIA
469
Regal Investment Advisors
Michigan
$7K +$58 +1 +0.8%
SJIM
470
St. Johns Investment Management
Florida
$6K – – –
RA
471
Rational Advisors
New York
$5K -$3.33K -52 -40%
IMS
472
Index Management Solutions
Pennsylvania
$5K +$2.04K +33 +69%
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$4.68K -$1.7K -28 -27%
MA
474
MCF Advisors
Kentucky
$4K – – –
WA
475
WealthTrust-Arizona
Arizona
$4K +$55 +1 +1%
17 18
19
20 21