Harley-Davidson
501 hedge funds and large institutions have $6.06B invested in Harley-Davidson in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 156 increasing their positions, 159 reducing their positions, and 51 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
20% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 51
1% more funds holding
Funds holding: 495 → 501 (+6)
2% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 159
5% less call options, than puts
Call options by funds: $117M | Put options by funds: $123M
8.34% less ownership
Funds ownership: 95.39% → 87.04% (-8.3%)
12% less capital invested
Capital invested by funds: $6.86B → $6.06B (-$798M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$59M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$52.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$33.4M |
| 4 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$25.6M |
| 5 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$404M |
| 2 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$308M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$165M |
| 4 |
Goldman Sachs
New York
|
-$38.4M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$31.5M |
HOG Hedge Fund Activity: Q2 2018 in Review
501 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q2 2018, worth a combined $6.06B — down 12% from $6.86B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new HOG positions and 51 closed out — a net gain of 10 holders — while 156 added to existing stakes and 159 trimmed.
The largest buyer was Findlay Park Partners, adding an estimated $59M. The largest seller was Capital Research Global Investors, cutting an estimated $404M.
- 501 institutional investors held Harley-Davidson (HOG) as of Q2 2018, up from 495 in Q1 2018.
- Funds reported $6.06B of Harley-Davidson stock for Q2 2018, down 12% quarter-over-quarter.
- 61 funds opened new Harley-Davidson positions in Q2 2018 and 51 closed out, a net change of +10 holders.
- The largest Harley-Davidson buyer in Q2 2018 was Findlay Park Partners, an estimated $59M added.
- The largest Harley-Davidson seller in Q2 2018 was Capital Research Global Investors, an estimated $404M sold.
Based on aggregated 13F filings for Q2 2018.