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Harley-Davidson

544 hedge funds and large institutions have $9.12B invested in Harley-Davidson in 2016 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 140 increasing their positions, 200 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 46

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more capital invested

Capital invested by funds: $8.65B → $9.12B (+$469M)

5% more funds holding

Funds holding: 518544 (+26)

4.17% less ownership

Funds ownership: 92.59%88.42% (-4.2%)

30% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 200

52% less call options, than puts

Call options by funds: $108M | Put options by funds: $224M

Holders
544
Holders Change
+26
Holders Change %
+5.02%
% of All Funds
13.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
81
Increased
140
Reduced
200
Closed
46
Calls
$108M
Puts
$224M
Net Calls
-$117M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
476
Quadrant Capital Group
Ohio
$15K -$228 -4 -1%
WA
477
WFG Advisors
Texas
$15K +$11.5K +202 +321%
BRC
478
Bell Rock Capital
Delaware
$15K +$14.7K +257 New
IR
479
Invictus RG
Bermuda
$15K +$14.8K +260 New
RBC
480
Roble Belko & Company
Pennsylvania
$14K
MAM
481
Meeder Asset Management
Ohio
$14K +$913 +16 +7%
WAS
482
Winch Advisory Services
Wisconsin
$14K +$1.71K +30 +14%
TF
483
Tompkins Financial
New York
$13K
AA
484
Ancora Advisors
Ohio
$13K +$12.7K +223 New
AWM
485
AllSquare Wealth Management
New York
$12K
AA
486
Apriem Advisors
California
$12K
CB
487
Community Bank
New York
$12K
GI
488
Gradient Investments
Minnesota
$12K
NSIM
489
North Star Investment Management
Illinois
$12K
RFA
490
Reilly Financial Advisors
California
$12K
GRP
491
Global Retirement Partners
California
$12K +$11.7K +205 New
RFM
492
Royal Fund Management
Florida
$12K +$11.8K +207 New
GAM
493
Gemmer Asset Management
California
$11K
KTC
494
Kistler-Tiffany Companies
Pennsylvania
$11K
JWA
495
JFS Wealth Advisors
Pennsylvania
$10K
AIL
496
AGF Investments LLC
Ontario, Canada
$10K +$9.35K +164 New
CFA
497
CT Financial Advisors
Pennsylvania
$9.41K
HCM
498
Horrell Capital Management
Arkansas
$9K
CCMW
499
Cypress Capital Management (Wyoming)
Wyoming
$8.93K
WEC
500
Winslow Evans & Crocker
Massachusetts
$8.75K

HOG Hedge Fund Activity: Q4 2016 in Review

544 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2016, worth a combined $9.12B — up 5.4% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HOG positions and 46 closed out — a net gain of 35 holders — while 140 added to existing stakes and 200 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $129M. The largest seller was Independent Franchise Partners, cutting an estimated $177M.

  • 544 institutional investors held Harley-Davidson (HOG) as of Q4 2016, up from 518 in Q3 2016.
  • Funds reported $9.12B of Harley-Davidson stock for Q4 2016, up 5.4% quarter-over-quarter.
  • 81 funds opened new Harley-Davidson positions in Q4 2016 and 46 closed out, a net change of +35 holders.
  • The largest Harley-Davidson buyer in Q4 2016 was Morgan Stanley, an estimated $129M added.
  • The largest Harley-Davidson seller in Q4 2016 was Independent Franchise Partners, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2016.