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Harley-Davidson
HOG

Overview Fund Activity

543 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, 139 increasing their positions, 200 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+26
Holders Change %
+5.03%
% 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
139
Reduced
200
Closed
46
Calls
$108M
Puts
$224M
Net Calls
-$117M
Net Calls Change
+$8.68M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$187M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
$54.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$33.6M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$27.5M
5
Renaissance Technologies
Renaissance Technologies
New York
$22.4M

Top Sellers

1
IFP
Independent Franchise Partners
United Kingdom
$329M
2
Boston Partners
Boston Partners
Massachusetts
$0
3
Capital Research Global Investors
Capital Research Global Investors
California
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$144M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$90.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
451
Evercore Wealth Management
New York
$27K -$13.4K -224 -33%
AFIA
452
America First Investment Advisors
Nebraska
$27K – – –
PSUF
453
People's United Financial
Connecticut
$27K – – –
HWM
454
Holloway Wealth Management
Florida
$27K – – –
CFA
455
Carroll Financial Associates
North Carolina
$26K – – –
KT
456
Kanaly Trust
Texas
$26K – – –
WC
457
Whitnell & Co
Illinois
$26K +$11.6K +200 +80%
YWP
458
YorkBridge Wealth Partners
New York
$26K +$26K +435 New
VNA
459
Valley National Advisers
Pennsylvania
$25K – – –
TWA
460
TCI Wealth Advisors
Arizona
$25K – – –
NC
461
NewSquare Capital
Pennsylvania
$24K – – –
MFW
462
Mosaic Family Wealth
Missouri
$24K +$59 +1 +0.2%
FAN
463
Financial Advisors Network
California
$23.6K +$23.6K +400 New
CFG
464
CKW Financial Group
Hawaii
$23K – – –
BKA
465
Brick & Kyle Associates
Pennsylvania
$23K – – –
AF
466
Allworth Financial
California
$22K – – –
HMS
467
Hanseatic Management Services
New Mexico
$22K +$22K +376 New
IPC
468
Independent Portfolio Consultants
Florida
$20K -$20.9K -355 -51%
CHC
469
City Holding Co
West Virginia
$19K – – –
MSFP
470
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
CCM
471
Cribstone Capital Management
Maine
$18K – – –
RFWA
472
RPg Family Wealth Advisory
Massachusetts
$17.5K – – –
FWM
473
Focused Wealth Management
New York
$17K – – –
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$16K +$10.2K +170 +177%
QCG
475
Quadrant Capital Group
Ohio
$15K -$203 -4 -1%
17 18
19
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