We are live on ! Find out more
HOG icon

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
IGIM
551
I.G. Investment Management
Manitoba, Canada
-$10.3M -194,979 Closed
Alyeska Investment Group
552
Alyeska Investment Group
Illinois
-$5.41M -102,854 Closed
Lazard Asset Management
553
Lazard Asset Management
New York
-$5.07M -96,435 Closed
HP
554
Hosking Partners
United Kingdom
-$3.77M -71,781 Closed
Twin Tree Management
555
Twin Tree Management
Texas
-$3.05M -53,391 Closed
WMSA
556
Weiss Multi-Strategy Advisers
New York
-$2.41M -45,886 Closed
DILH
557
Dai-ichi Life Holdings
Japan
-$1.78M -33,821 Closed
KJHP
558
K.J. Harrison & Partners
Ontario, Canada
-$1.01M -19,200 Closed
BSPF
559
British Steel Pension Fund
United Kingdom
-$827K -15,722 Closed
FLPIM
560
F.L. Putnam Investment Management
Massachusetts
-$804K -15,288 Closed
Parallax Volatility Advisers
561
Parallax Volatility Advisers
California
-$801K -14,043 Closed
TH
562
Timber Hill
Connecticut
-$792K -13,887 Closed
Teacher Retirement System of Texas
563
Teacher Retirement System of Texas
Texas
-$570K -10,836 Closed
GL
564
GLG LLC
New York
-$550K -10,466 Closed
SFM
565
Soros Fund Management
New York
-$469K -8,916 Closed
MF
566
Magnetar Financial
Illinois
-$413K -7,846 Closed
DC
567
Deere & Company
Illinois
-$412K -7,830 Closed
AAS
568
Annex Advisory Services
Wisconsin
-$312K -5,932 Closed
OC
569
Oarsman Capital
Wisconsin
-$307K -5,836 Closed
IG
570
ING Group
Netherlands
-$293K -5,577 Closed
MWAC
571
Mariner Wealth Advisors (Cincinnati)
Ohio
-$289K -5,494 Closed
PTC
572
Philadelphia Trust Company
Pennsylvania
-$263K -5,000 Closed
CWM
573
Concert Wealth Management
California
-$261K -4,977 Closed
WAM
574
Weiss Asset Management
Massachusetts
-$236K -4,483 Closed
JMPWA
575
JP Morgan Private Wealth Advisors
California
-$231K -4,411 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.