Harley-Davidson
525 hedge funds and large institutions have $8.79B invested in Harley-Davidson in 2017 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 129 increasing their positions, 196 reducing their positions, and 40 closing their positions.
105% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 40
10% more capital invested
Capital invested by funds: $7.97B → $8.79B (+$823M)
8% more funds holding
Funds holding: 488 → 525 (+37)
6.44% more ownership
Funds ownership: 96.89% → 103.33% (+6.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
34% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 196
76% less call options, than puts
Call options by funds: $57.3M | Put options by funds: $240M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$133M |
| 2 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$105M |
| 3 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$87.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$86.2M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$51.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$33.4M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$28.1M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$24.6M |
| 4 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$18.7M |
| 5 |
UIM
USS Investment Management
London,
United Kingdom
|
-$17M |
HOG Hedge Fund Activity: Q4 2017 in Review
525 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2017, worth a combined $8.79B — up 10% from $7.97B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new HOG positions and 40 closed out — a net gain of 42 holders — while 129 added to existing stakes and 196 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Impala Asset Management, cutting an estimated $33.4M.
- 525 institutional investors held Harley-Davidson (HOG) as of Q4 2017, up from 488 in Q3 2017.
- Funds reported $8.79B of Harley-Davidson stock for Q4 2017, up 10% quarter-over-quarter.
- 82 funds opened new Harley-Davidson positions in Q4 2017 and 40 closed out, a net change of +42 holders.
- The largest Harley-Davidson buyer in Q4 2017 was Morgan Stanley, an estimated $133M added.
- The largest Harley-Davidson seller in Q4 2017 was Impala Asset Management, an estimated $33.4M sold.
Based on aggregated 13F filings for Q4 2017.