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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
PIA
451
Piedmont Investment Advisors
North Carolina
$29.2K +$28.3K +497 +16,567%
EWM
452
Evercore Wealth Management
New York
$27K -$12.8K -224 -33%
AFIA
453
America First Investment Advisors
Nebraska
$27K
HWM
454
Holloway Wealth Management
Florida
$27K
PSUF
455
People's United Financial
Connecticut
$27K
CFA
456
Carroll Financial Associates
North Carolina
$26K
KT
457
Kanaly Trust
Texas
$26K
WC
458
Whitnell & Co
Illinois
$26K +$11.4K +200 +80%
YWP
459
YorkBridge Wealth Partners
New York
$26K +$24.8K +435 New
TWA
460
TCI Wealth Advisors
Arizona
$25K
VNA
461
Valley National Advisers
Pennsylvania
$25K
NC
462
NewSquare Capital
Pennsylvania
$24K
MFW
463
Mosaic Family Wealth
Missouri
$24K +$57 +1 +0.2%
FAN
464
Financial Advisors Network
California
$23.6K +$22.8K +400 New
BKA
465
Brick & Kyle Associates
Pennsylvania
$23K
CFG
466
CKW Financial Group
Hawaii
$23K
AF
467
Allworth Financial
California
$22K
HMS
468
Hanseatic Management Services
New Mexico
$22K +$21.4K +376 New
IPC
469
Independent Portfolio Consultants
Florida
$20K -$20.2K -355 -51%
CHC
470
City Holding Co
West Virginia
$19K
CCM
471
Cribstone Capital Management
Maine
$18K
MSFP
472
Mark Sheptoff Financial Planning
Connecticut
$18K
RFWA
473
RPg Family Wealth Advisory
Massachusetts
$17.5K
FWM
474
Focused Wealth Management
New York
$17K
Carson Wealth (CWM LLC)
475
Carson Wealth (CWM LLC)
Nebraska
$16K +$9.7K +170 +177%

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.