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Harley-Davidson
HOG

463 hedge funds and large institutions have $5.42B invested in Harley-Davidson in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 136 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 40

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more funds holding

Funds holding: 435 → 463 (+28)

2.23% more ownership

Funds ownership: 92.24% → 94.47% (+2.2%)

5% more capital invested

Capital invested by funds: $5.16B → $5.42B (+$258M)

4% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 142

31% less call options, than puts

Call options by funds: $44.1M | Put options by funds: $63.6M

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
9.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
75
Increased
136
Reduced
142
Closed
40
Calls
$44.1M
Puts
$63.6M
Net Calls
-$19.5M
Net Calls Change
+$1.7M

Top Buyers

1
IAM
Impala Asset Management
Florida
+$70.1M
2
AAMU
Amundi Asset Management US
Massachusetts
+$20.7M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
+$13.8M
4
CS
Credit Suisse
Switzerland
+$11.1M
5
Bank of America
Bank of America
North Carolina
+$10.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$57.3M
2
VanEck Associates
VanEck Associates
New York
-$31.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14.4M
4
JP Morgan Chase
JP Morgan Chase
New York
-$13.4M
5
KP
Kiltearn Partners
United Kingdom
-$8.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$25.4M -$14.4M -387,822 -36%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$23.3M +$180K +4,834 +0.8%
Morgan Stanley
28
Morgan Stanley
New York
$22.9M +$2.97M +79,676 +15%
SO
29
STRS Ohio
Ohio
$22M -$3.16M -85,000 -13%
Capital World Investors
30
Capital World Investors
California
$22M – – –
CS
31
Credit Suisse
Switzerland
$21.3M +$11.1M +298,136 +109%
UBS AM
32
UBS AM
Illinois
$21.2M +$1.25M +33,477 +6%
N
33
Nuveen
North Carolina
$20.8M -$214K -5,749 -1%
TD Asset Management
34
TD Asset Management
Ontario, Canada
$20.2M +$1.46M +39,123 +8%
PPA
35
Parametric Portfolio Associates
Washington
$19.4M +$2.02M +54,179 +12%
JP Morgan Chase
36
JP Morgan Chase
New York
$18.4M -$13.4M -360,584 -42%
Swiss National Bank
37
Swiss National Bank
Switzerland
$18.4M -$1.16M -31,100 -6%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$16.5M +$1.36M +36,500 +9%
Robeco Institutional Asset Management
39
Robeco Institutional Asset Management
Netherlands
$15M -$3.45M -92,700 -19%
Barclays
40
Barclays
United Kingdom
$14.1M -$748K -20,084 -5%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$13.4M -$2.12M -56,903 -14%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$11.2M +$4.24K +114 +0%
Citigroup
43
Citigroup
New York
$10M +$4.05M +108,693 +68%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$9.94M +$906K +24,351 +10%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$9.9M -$229K -6,162 -2%
Wells Fargo
46
Wells Fargo
California
$9.75M -$881K -23,671 -8%
GTP
47
Global Thematic Partners
New York
$9.59M +$5.78M +155,374 +152%
AllianceBernstein
48
AllianceBernstein
Tennessee
$9.41M -$3.13K -84 -0%
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$8.71M -$127K -3,420 -1%
Deutsche Bank
50
Deutsche Bank
Germany
$8.47M -$2.11M -56,803 -20%
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HOG Hedge Fund Activity: Q4 2019 in Review

463 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2019, worth a combined $5.42B — up 5% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new HOG positions and 40 closed out — a net gain of 35 holders — while 136 added to existing stakes and 142 trimmed.

The largest buyer was Impala Asset Management, opening a new position worth an estimated $70.1M. The largest seller was Ameriprise, cutting an estimated $57.3M.

  • 463 institutional investors held Harley-Davidson (HOG) as of Q4 2019, up from 435 in Q3 2019.
  • Funds reported $5.42B of Harley-Davidson stock for Q4 2019, up 5% quarter-over-quarter.
  • 75 funds opened new Harley-Davidson positions in Q4 2019 and 40 closed out, a net change of +35 holders.
  • The largest Harley-Davidson buyer in Q4 2019 was Impala Asset Management, an estimated $70.1M added.
  • The largest Harley-Davidson seller in Q4 2019 was Ameriprise, an estimated $57.3M sold.

Based on aggregated 13F filings for Q4 2019.