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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
Caisse de Depot et Placement du Quebec (CDPQ)
551
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$3.16M -54,180 Closed
RAM
552
Redmond Asset Management
Virginia
– -$2.32M -39,711 Closed
SCM
553
Stevens Capital Management
Pennsylvania
– -$1.9M -32,604 Closed
SAM
554
Selway Asset Management
– -$1.66M -28,400 Closed
VRS
555
Virginia Retirement Systems
Virginia
– -$1.6M -27,500 Closed
AIA
556
Arrow Investment Advisors
Maryland
– -$1.41M -24,123 Closed
B
557
BP
United Kingdom
– -$1.34M -23,000 Closed
RHBC
558
R.H. Bluestein & Co
Michigan
– -$1.23M -21,000 Closed
RC
559
Roundview Capital
New Jersey
– -$989K -16,955 Closed
Capstone Investment Advisors
560
Capstone Investment Advisors
New York
– -$851K -14,601 Closed
IRF
561
IBM Retirement Fund
New York
– -$843K -14,458 Closed
PG
562
PEAK6 Group
Illinois
– -$774K -13,180 Closed
TG
563
TCW Group
California
– -$761K -13,050 Closed
CIM
564
Calvert Investment Management
Maryland
– -$714K -12,235 Closed
AIM
565
Assured Investment Management
New York
– -$701K -12,017 Closed
GS
566
GAM Systematic
United Kingdom
– -$685K -11,740 Closed
Two Sigma Investments
567
Two Sigma Investments
New York
– -$646K -11,065 Closed
BCM
568
Bayesian Capital Management
New York
– -$630K -10,800 Closed
Verition Fund Management
569
Verition Fund Management
Connecticut
– -$620K -10,623 Closed
NI
570
Numeric Investors
Massachusetts
– -$473K -8,100 Closed
LP
571
LMR Partners
United Kingdom
– -$311K -5,332 Closed
TMAM
572
Tokio Marine Asset Management
Japan
– -$273K -4,675 Closed
AI
573
Atria Investments
North Carolina
– -$258K -4,427 Closed
SAM
574
SignalPoint Asset Management
Missouri
– -$252K -4,321 Closed
IPAM
575
ICICI Prudential Asset Management
India
– -$239K -4,100 Closed
20 21 22
23
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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.