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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
TDC
526
Thompson Davis & Co
Virginia
$3K
FFW
527
Fusion Family Wealth
New York
$3K +$2.85K +50 New
GBT
528
Grove Bank & Trust
Florida
$3K +$3.14K +55 New
CAW
529
Cornerstone Advisors (Washington)
Washington
$3K +$3.31K +58 New
HI
530
Hudock Inc
Pennsylvania
$2K -$15.2K -267 -84%
AW
531
Alpha Windward
Massachusetts
$2K
BC
532
Blackhill Capital
New Jersey
$2K
LWM
533
LBA Wealth Management
Florida
$2K
IWM
534
IHT Wealth Management
Illinois
$2K +$1.6K +28 New
EA
535
Edge Advisors
Georgia
$2K +$2.28K +40 New
LS
536
Livforsakringsbolaget Skandia
Sweden
$1.19K +$233K +4,093 +25%
SWA
537
Sutton Wealth Advisors
Florida
$1.05K
ACS
538
Archford Capital Strategies
Illinois
$1K
PFS
539
Physicians Financial Services
North Carolina
$1K
PRS
540
Pinkerton Retirement Specialists
Idaho
$1K
TFO
541
Tarbox Family Office
California
$1K
TFA
542
Transamerica Financial Advisors
Florida
$1K
CFS
543
Commonwealth Financial Services
West Virginia
$1K +$1.31K +23 New
OFW
544
Omnia Family Wealth
Florida
$1K +$1.43K +25 New
SLF
545
Sun Life Financial
Ontario, Canada
$95 +$342 +6 New
Boston Partners
546
Boston Partners
Massachusetts
-$92.1M -1,751,244 Closed
Capital Research Global Investors
547
Capital Research Global Investors
California
-$73.6M -1,400,000 Closed
MG
548
Markel Group
Virginia
-$16M -305,000 Closed
TAM
549
Todd Asset Management
Kentucky
-$15M -286,060 Closed
MTB
550
Mizuho Trust & Banking
Japan
-$14.9M -282,393 Closed

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.