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Harley-Davidson
HOG

Overview Fund Activity

495 hedge funds and large institutions have $6.86B invested in Harley-Davidson in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 170 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-29
Holders Change %
-5.53%
% of All Funds
11.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
137
Reduced
170
Closed
71
Calls
$89.3M
Puts
$146M
Net Calls
-$56.2M
Net Calls Change
+$126M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$247M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$90.9M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
$112M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$149M
5
KP
Kiltearn Partners
United Kingdom
$191M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$2.98M
2
Morgan Stanley
Morgan Stanley
New York
$72.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$168M
4
Capital Research Global Investors
Capital Research Global Investors
California
$805M
5
IFP
Independent Franchise Partners
United Kingdom
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
476
Convergence Investment Partners
Florida
$2K +$2K +45 New
TC
477
Trilogy Capital
California
$2K +$2K +50 New
Nomura Holdings
478
Nomura Holdings
Japan
$1.24K +$778 +18,177 +169%
GFP
479
Gryphon Financial Partners
Ohio
$1K -$241 -7 -19%
BWA
480
BDO Wealth Advisors
Florida
$1K – – –
EFSCE
481
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
BWM
482
Baystate Wealth Management
Massachusetts
$1K – – –
EA
483
Edge Advisors
Georgia
$1K – – –
TFO
484
Tarbox Family Office
California
$1K – – –
RFM
485
Royal Fund Management
Florida
$1K – – –
OFW
486
Omnia Family Wealth
Florida
$1K – – –
TFA
487
Transamerica Financial Advisors
Florida
$1K +$50 +1 +5%
AC
488
Avestar Capital
New York
$1K +$1K +12 New
FGC
489
Financial Gravity Companies
Texas
$1K +$650 +13 +186%
FGAM
490
Financial Gravity Asset Management
Texas
$1K +$1K +20 New
PA
491
Parallel Advisors
California
$1K +$1K +24 New
ACS
492
Archford Capital Strategies
Illinois
$1K +$1K +29 New
SWA
493
Sutton Wealth Advisors
Florida
$472 – – –
State of New Jersey Common Pension Fund D
494
State of New Jersey Common Pension Fund D
New Jersey
– -$35.6M -700,000 Closed
NIMC
495
NWQ Investment Management Company
California
– -$13.2M -259,979 Closed
GAM
496
Gotham Asset Management
New York
– -$9.57M -188,089 Closed
CC
497
Carlson Capital
Texas
– -$9.08M -178,366 Closed
OCM
498
Olstein Capital Management
New York
– -$4.48M -88,000 Closed
ERIM
499
Eagle Ridge Investment Management
Connecticut
– -$4.42M -86,791 Closed
Millennium Management
500
Millennium Management
New York
– -$3.38M -66,343 Closed
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