HOG icon

Harley-Davidson
HOG

Overview Fund Activity

537 hedge funds and large institutions have $9.63B invested in Harley-Davidson in 2015 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 182 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+7
Holders Change %
+1.32%
% of All Funds
15.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
54
Increased
182
Reduced
178
Closed
43
Calls
$145M
Puts
$162M
Net Calls
-$17.1M
Net Calls Change
-$11.6M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$396M
2
Boston Partners
Boston Partners
Massachusetts
$267M
3
O
OppenheimerFunds
New York
$105M
4
Harris Associates
Harris Associates
Illinois
$192M
5
Invesco
Invesco
Georgia
$99.5M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$98.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$548M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.27M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$181M
5
VanEck Associates
VanEck Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
476
AllSquare Wealth Management
New York
$11K – – –
RFA
477
Reilly Financial Advisors
California
$11K – – –
DBT
478
Dubuque Bank & Trust
Iowa
$11K – – –
AAC
479
Asset Advisors Corp
Georgia
$11K – – –
KPCM
480
Kings Point Capital Management
New York
$11K – – –
CB
481
Community Bank
New York
$11K – – –
WAS
482
Winch Advisory Services
Wisconsin
$11K +$53 +1 +0.5%
BWFA
483
Baltimore-Washington Financial Advisors
Maryland
$11K +$11K +206 New
HCMT
484
Highland Capital Management (Tennessee)
Tennessee
$10K – – –
HCM
485
Highlander Capital Management
New Jersey
$10K – – –
FAM
486
Formidable Asset Management
Ohio
$10K – – –
FHA
487
First Horizon Advisors
Tennessee
$10K +$10K +182 New
SI
488
Sentry Investments
Ontario, Canada
$9.72K +$274 +5,000 +3%
AF
489
Allworth Financial
California
$9K – – –
JWA
490
JFS Wealth Advisors
Pennsylvania
$9K +$2.31K +41 +34%
GWM
491
Gupta Wealth Management
California
$9K +$7.91K +138 +726%
CFA
492
CT Financial Advisors
Pennsylvania
$8.74K – – –
WEC
493
Winslow Evans & Crocker
Massachusetts
$8.24K – – –
RPG
494
Risk Paradigm Group
Texas
$8.24K +$8.24K +150 New
RAM
495
Riggs Asset Management
Pennsylvania
$8K – – –
HCM
496
Horrell Capital Management
Arkansas
$8K – – –
CAW
497
Cornerstone Advisors (Washington)
Washington
$8K +$1.04K +18 +15%
BBHC
498
Brown Brothers Harriman & Co
New York
$8K +$2.81K +54 +54%
LWA
499
Lowe Wealth Advisors
Maryland
$8K +$8K +150 New
CHP
500
Cable Hill Partners
Oregon
$7K +$5.35K +97 +323%
18 19
20
21 22