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Harley-Davidson
HOG

435 hedge funds and large institutions have $5.16B invested in Harley-Davidson in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 164 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $5.27B → $5.16B (-$109M)

1.05% less ownership

Funds ownership: 93.29% → 92.24% (-1%)

5% less funds holding

Funds holding: 460 → 435 (-25)

30% less call options, than puts

Call options by funds: $50.5M | Put options by funds: $71.7M

30% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 164

36% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 64

Holders
435
Holders Change
-25
Holders Change %
-5.43%
% of All Funds
9.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
41
Increased
114
Reduced
164
Closed
64
Calls
$50.5M
Puts
$71.7M
Net Calls
-$21.2M
Net Calls Change
-$4.24M

Top Buyers

1
Invesco
Invesco
Georgia
+$49.6M
2
JAM
Jupiter Asset Management
United Kingdom
+$17.4M
3
AAMU
Amundi Asset Management US
Massachusetts
+$14.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$12.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.1M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$63.6M
2
IAM
Impala Asset Management
Florida
-$22.9M
3
GLA
Great Lakes Advisors
Illinois
-$18.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$12.6M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$30.8M +$12.1M +352,914 +70%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$26.3M -$977K -28,482 -4%
Bank of America
28
Bank of America
North Carolina
$26M +$725K +21,141 +3%
SO
29
STRS Ohio
Ohio
$24.4M -$1.37M -40,000 -6%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$22.3M +$24.2K +706 +0.1%
Capital World Investors
31
Capital World Investors
California
$21.3M – – –
N
32
Nuveen
North Carolina
$20.3M -$822K -23,970 -4%
Morgan Stanley
33
Morgan Stanley
New York
$19.3M -$1.53M -44,554 -8%
UBS AM
34
UBS AM
Illinois
$19.3M -$643K -18,753 -3%
Swiss National Bank
35
Swiss National Bank
Switzerland
$18.9M +$136K +3,962 +0.8%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$18.1M -$1.29M -37,479 -7%
Robeco Institutional Asset Management
37
Robeco Institutional Asset Management
Netherlands
$17.9M +$606K +17,679 +4%
PPA
38
Parametric Portfolio Associates
Washington
$16.8M +$347K +10,106 +2%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$15M +$929K +27,100 +7%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$14.6M -$182K -5,300 -1%
Barclays
41
Barclays
United Kingdom
$14.4M -$164K -4,779 -1%
First Trust Advisors
42
First Trust Advisors
Illinois
$11.5M -$523K -15,240 -5%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$10.8M +$6.93K +202 +0.1%
Wells Fargo
44
Wells Fargo
California
$10.3M -$1.51M -44,009 -13%
Deutsche Bank
45
Deutsche Bank
Germany
$10.2M -$1.81M -52,678 -16%
CS
46
Credit Suisse
Switzerland
$9.85M +$950K +27,700 +11%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$9.8M -$81.3K -2,370 -0.9%
SDIC
48
South Dakota Investment Council
South Dakota
$9.49M -$403K -11,740 -4%
AllianceBernstein
49
AllianceBernstein
Tennessee
$9.11M -$96.8K -2,823 -1%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$8.73M +$34.9K +1,018 +0.4%
1
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HOG Hedge Fund Activity: Q3 2019 in Review

435 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2019, worth a combined $5.16B — down 2.1% from $5.27B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of HOG and 41 opened new positions — a net loss of 23 holders — while 164 trimmed existing stakes and 114 added.

The largest buyer was Invesco, adding an estimated $49.6M. The largest seller was Ameriprise, cutting an estimated $63.6M.

  • 435 institutional investors held Harley-Davidson (HOG) as of Q3 2019, down from 460 in Q2 2019.
  • Funds reported $5.16B of Harley-Davidson stock for Q3 2019, down 2.1% quarter-over-quarter.
  • 41 funds opened new Harley-Davidson positions in Q3 2019 and 64 closed out, a net change of -23 holders.
  • The largest Harley-Davidson buyer in Q3 2019 was Invesco, an estimated $49.6M added.
  • The largest Harley-Davidson seller in Q3 2019 was Ameriprise, an estimated $63.6M sold.

Based on aggregated 13F filings for Q3 2019.