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Harley-Davidson
HOG

544 hedge funds and large institutions have $9.12B invested in Harley-Davidson in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 161 increasing their positions, 192 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

0% more capital invested

Capital invested by funds: $9.12B → $9.12B (+$6.2M)

0% more funds holding

Funds holding: 544 → 544 (0)

4% less call options, than puts

Call options by funds: $75.2M | Put options by funds: $78.7M

2.45% less ownership

Funds ownership: 88.42% → 85.97% (-2.5%)

16% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 192

Holders
544
Holders Change
–
Holders Change %
0%
% of All Funds
13.54%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
55
Increased
161
Reduced
192
Closed
47
Calls
$75.2M
Puts
$78.7M
Net Calls
-$3.52M
Net Calls Change
+$113M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$600M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$139M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$31.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$29.4M
5
AC
AKO Capital
United Kingdom
+$25.6M

Top Sellers

Rank Fund Capital Flow
1
CCM
Cantillon Capital Management
New York
-$318M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$136M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$36.6M
4
Norges Bank
Norges Bank
Norway
-$29.6M
5
GT
Glenmede Trust
Pennsylvania
-$26.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
476
Mark Sheptoff Financial Planning
Connecticut
$18K +$59 +1 +0.3%
FWM
477
Focused Wealth Management
New York
$18K +$117 +2 +0.7%
HCM
478
Herndon Capital Management
Georgia
$16K -$35.5K -605 -70%
WA
479
WFG Advisors
Texas
$16K +$117 +2 +0.8%
TC
480
Trust Company
Kansas
$15K -$51.7K -880 -78%
RBC
481
Roble Belko & Company
Pennsylvania
$15K – – –
WAS
482
Winch Advisory Services
Wisconsin
$15K +$176 +3 +1%
Carson Wealth (CWM LLC)
483
Carson Wealth (CWM LLC)
Nebraska
$14K -$2.29K -39 -15%
AWM
484
AllSquare Wealth Management
New York
$12K – – –
CB
485
Community Bank
New York
$12K – – –
GRP
486
Global Retirement Partners
California
$12K – – –
GI
487
Gradient Investments
Minnesota
$12K – – –
KTC
488
Kistler-Tiffany Companies
Pennsylvania
$12K – – –
NSIM
489
North Star Investment Management
Illinois
$12K – – –
RFA
490
Reilly Financial Advisors
California
$12K – – –
RFM
491
Royal Fund Management
Florida
$12K – – –
CPIG
492
Chicago Partners Investment Group
Illinois
$12K +$11.7K +200 New
MAS
493
Madden Advisory Services
Florida
$12K +$11.7K +200 New
PS
494
Portfolio Solutions
Michigan
$12K +$11.7K +200 New
AIL
495
AGF Investments LLC
Ontario, Canada
$11K – – –
GAM
496
Gemmer Asset Management
California
$11K – – –
JWA
497
JFS Wealth Advisors
Pennsylvania
$10K – – –
CFA
498
CT Financial Advisors
Pennsylvania
$9.78K +$59 +1 +0.6%
GEA
499
Glen Eagle Advisors
New Jersey
$9.15K – – –
WEC
500
Winslow Evans & Crocker
Massachusetts
$9.08K – – –
18 19
20
21 22

HOG Hedge Fund Activity: Q1 2017 in Review

544 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2017, worth a combined $9.12B — up 0.07% from $9.12B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HOG positions and 47 closed out — a net gain of 8 holders — while 161 added to existing stakes and 192 trimmed.

The largest buyer was BlackRock, adding an estimated $600M. The largest seller was Cantillon Capital Management, exiting entirely with an estimated $318M sold.

  • 544 institutional investors held Harley-Davidson (HOG) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $9.12B of Harley-Davidson stock for Q1 2017, up 0.07% quarter-over-quarter.
  • 55 funds opened new Harley-Davidson positions in Q1 2017 and 47 closed out, a net change of +8 holders.
  • The largest Harley-Davidson buyer in Q1 2017 was BlackRock, an estimated $600M added.
  • The largest Harley-Davidson seller in Q1 2017 was Cantillon Capital Management, an estimated $318M sold.

Based on aggregated 13F filings for Q1 2017.