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Harley-Davidson
HOG

425 hedge funds and large institutions have $5.12B invested in Harley-Davidson in 2020 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 94 increasing their positions, 140 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 41

48% more capital invested

Capital invested by funds: $3.45B → $5.12B (+$1.67B)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

12% more funds holding

Funds holding: 381 → 425 (+44)

6% more call options, than puts

Call options by funds: $82.4M | Put options by funds: $77.5M

0.66% less ownership

Funds ownership: 91.79% → 91.13% (-0.66%)

33% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 140

Holders
425
Holders Change
+44
Holders Change %
+11.55%
% of All Funds
7.52%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
91
Increased
94
Reduced
140
Closed
41
Calls
$82.4M
Puts
$77.5M
Net Calls
+$4.86M
Net Calls Change
-$5.27M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$96.1M
3
Boston Partners
Boston Partners
Massachusetts
+$75.7M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
+$25.8M
5
TP
Thunderbird Partners
United Kingdom
+$25.7M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$104M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$46.5M
3
VanEck Associates
VanEck Associates
New York
-$43.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$31.8M
5
KP
Kiltearn Partners
United Kingdom
-$29.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$32.8M +$20M +583,743 +188%
Charles Schwab
27
Charles Schwab
California
$30.7M +$303K +8,822 +1%
CS
28
Credit Suisse
Switzerland
$29.4M -$9.02M -262,801 -25%
PAMP
29
Polar Asset Management Partners
Ontario, Canada
$27.9M +$25.8M +750,593 +8,653%
TP
30
Thunderbird Partners
United Kingdom
$27.4M +$25.7M +747,704 New
N
31
Nuveen
North Carolina
$27M +$374K +10,915 +2%
Morgan Stanley
32
Morgan Stanley
New York
$24.1M +$7.94M +231,398 +54%
Capital World Investors
33
Capital World Investors
California
$21.7M – – –
Goldman Sachs
34
Goldman Sachs
New York
$21.6M -$6.99M -203,620 -26%
Citadel Advisors
35
Citadel Advisors
Florida
$21.3M +$3.15M +91,731 +19%
Aberdeen Group
36
Aberdeen Group
United Kingdom
$19.7M +$5.45M +158,746 +42%
Principal Financial Group
37
Principal Financial Group
Iowa
$16.7M -$40.2K -1,173 -0.3%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$15.9M +$978K +28,499 +7%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$14.6M +$869K +25,334 +7%
Ameriprise
40
Ameriprise
Minnesota
$13.9M -$2.09M -60,975 -14%
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$12.9M +$235K +6,850 +2%
JP Morgan Chase
42
JP Morgan Chase
New York
$12.8M +$2.69M +78,358 +29%
Swiss National Bank
43
Swiss National Bank
Switzerland
$12.7M -$24K -700 -0.2%
First Trust Advisors
44
First Trust Advisors
Illinois
$12.6M -$17.4M -507,737 -60%
CSS
45
Cubist Systematic Strategies
Connecticut
$11.1M -$6.1M -177,742 -37%
UBS AM
46
UBS AM
Illinois
$11.1M +$1.54M +44,789 +17%
Legal & General Group
47
Legal & General Group
United Kingdom
$10.3M -$1.25M -36,291 -11%
HF
48
HRT Financial
New York
$9.85M +$9.21M +268,499 New
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$9.84M -$132K -3,840 -1%
RJA
50
Raymond James & Associates
Florida
$9.73M -$46.1K -1,345 -0.5%
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HOG Hedge Fund Activity: Q4 2020 in Review

425 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2020, worth a combined $5.12B — up 48% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new HOG positions and 41 closed out — a net gain of 50 holders — while 94 added to existing stakes and 140 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $108M. The largest seller was Bank of New York Mellon, cutting an estimated $104M.

  • 425 institutional investors held Harley-Davidson (HOG) as of Q4 2020, up from 381 in Q3 2020.
  • Funds reported $5.12B of Harley-Davidson stock for Q4 2020, up 48% quarter-over-quarter.
  • 91 funds opened new Harley-Davidson positions in Q4 2020 and 41 closed out, a net change of +50 holders.
  • The largest Harley-Davidson buyer in Q4 2020 was Fidelity Investments, an estimated $108M added.
  • The largest Harley-Davidson seller in Q4 2020 was Bank of New York Mellon, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2020.