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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
GEA
501
Glen Eagle Advisors
New Jersey
$8.75K +$8.55K +150 New
EWM
502
Endurance Wealth Management
Rhode Island
$8K
CHP
503
Cable Hill Partners
Oregon
$8K +$57 +1 +0.8%
PA
504
Parallel Advisors
California
$7K +$6.62K +116 New
AAC
505
Asset Advisors Corp
Georgia
$6K
CFG
506
Citizens Financial Group
Rhode Island
$6K
FIB
507
First Interstate Bank
Montana
$6K
KF
508
Krilogy Financial
Missouri
$6K
SJIM
509
St. Johns Investment Management
Florida
$6K
AIS
510
Accurate Investment Solutions
Pennsylvania
$6K +$57 +1 +0.9%
EF
511
Empirical Finance
Pennsylvania
$6K +$5.53K +97 New
BWM
512
Baystate Wealth Management
Massachusetts
$6K +$5.7K +100 New
ZB
513
Zions Bancorporation
Utah
$5K
EFSCE
514
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$1.03K +18 +30%
EARNEST Partners
515
EARNEST Partners
Georgia
$5K +$4.79K +84 New
WTB
516
Washington Trust Bank
Washington
$4K -$970 -17 -22%
MA
517
MCF Advisors
Kentucky
$4K -$57 -1 -2%
DBT
518
Dubuque Bank & Trust
Iowa
$4K
RAM
519
Riggs Asset Management
Pennsylvania
$4K
VCM
520
Versant Capital Management
Arizona
$4K
WA
521
WealthTrust-Arizona
Arizona
$4K
WPA
522
West Paces Advisors
Georgia
$3.67K +$3.59K +63 New
HR
523
Howe & Rusling
New York
$3K -$1.94K -34 -41%
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$3K
GBBWRPM
525
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3K

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.