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Harley-Davidson

381 hedge funds and large institutions have $3.45B invested in Harley-Davidson in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 105 increasing their positions, 123 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $43.2M

7% more capital invested

Capital invested by funds: $3.22B → $3.45B (+$226M)

3.31% more ownership

Funds ownership: 88.48%91.79% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less funds holding

Funds holding: 392381 (-11)

15% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 123

17% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 66

Holders
381
Holders Change
-11
Holders Change %
-2.81%
% of All Funds
7.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
55
Increased
105
Reduced
123
Closed
66
Calls
$53.4M
Puts
$43.2M
Net Calls
+$10.1M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$26.1M -$1.75M -64,916 -6%
First Trust Advisors
27
First Trust Advisors
Illinois
$20.9M +$12.6M +466,494 +122%
Charles Schwab
28
Charles Schwab
California
$20.3M -$939K -34,873 -4%
Goldman Sachs
29
Goldman Sachs
New York
$19.4M +$4.33M +160,914 +25%
Barclays
30
Barclays
United Kingdom
$17.8M +$14.4M +533,749 +276%
N
31
Nuveen
North Carolina
$17.8M -$1.1M -40,790 -5%
Capital World Investors
32
Capital World Investors
California
$14.5M
Renaissance Technologies
33
Renaissance Technologies
New York
$12.7M +$13.9M +516,357 New
Citadel Advisors
34
Citadel Advisors
Florida
$12M +$1.82M +67,598 +16%
GC
35
GMT Capital
Georgia
$11.8M
CSS
36
Cubist Systematic Strategies
Connecticut
$11.8M +$3.14M +116,647 +32%
Principal Financial Group
37
Principal Financial Group
Iowa
$11.2M -$476K -17,661 -4%
Morgan Stanley
38
Morgan Stanley
New York
$10.5M +$230K +8,520 +2%
Ameriprise
39
Ameriprise
Minnesota
$10.4M +$447K +16,604 +4%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$9.95M -$285K -10,598 -3%
MAMU
41
Marathon Asset Management (UK)
United Kingdom
$9.43M -$1.31M -48,750 -11%
Aberdeen Group
42
Aberdeen Group
United Kingdom
$9.31M +$9.12M +338,589 +832%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$9.14M +$673K +24,993 +7%
Swiss National Bank
44
Swiss National Bank
Switzerland
$8.52M +$59.3K +2,200 +0.6%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$8.45M +$276K +10,238 +3%
Wells Fargo
46
Wells Fargo
California
$7.8M +$287K +10,662 +3%
Legal & General Group
47
Legal & General Group
United Kingdom
$7.79M -$10.8M -402,767 -56%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$7.63M -$25.1M -930,922 -75%
GLA
49
Great Lakes Advisors
Illinois
$7.31M +$4.03M +149,607 +101%
AIG
50
American International Group
New York
$6.89M -$143K -5,310 -2%

HOG Hedge Fund Activity: Q3 2020 in Review

381 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2020, worth a combined $3.45B — up 7% from $3.22B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of HOG and 55 opened new positions — a net loss of 11 holders — while 123 trimmed existing stakes and 105 added.

The largest buyer was Boston Partners, adding an estimated $95.5M. The largest seller was Bank of New York Mellon, cutting an estimated $72.5M.

  • 381 institutional investors held Harley-Davidson (HOG) as of Q3 2020, down from 392 in Q2 2020.
  • Funds reported $3.45B of Harley-Davidson stock for Q3 2020, up 7% quarter-over-quarter.
  • 55 funds opened new Harley-Davidson positions in Q3 2020 and 66 closed out, a net change of -11 holders.
  • The largest Harley-Davidson buyer in Q3 2020 was Boston Partners, an estimated $95.5M added.
  • The largest Harley-Davidson seller in Q3 2020 was Bank of New York Mellon, an estimated $72.5M sold.

Based on aggregated 13F filings for Q3 2020.