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Harley-Davidson

460 hedge funds and large institutions have $5.27B invested in Harley-Davidson in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 136 increasing their positions, 162 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $5.22B → $5.27B (+$45.6M)

0.8% more ownership

Funds ownership: 92.48%93.29% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less funds holding

Funds holding: 469460 (-9)

16% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 162

28% less call options, than puts

Call options by funds: $43.2M | Put options by funds: $60.1M

Holders
460
Holders Change
-9
Holders Change %
-1.92%
% of All Funds
9.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
54
Increased
136
Reduced
162
Closed
55
Calls
$43.2M
Puts
$60.1M
Net Calls
-$17M
Net Calls Change
-$50.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SDIC
51
South Dakota Investment Council
South Dakota
$9.87M -$528K -14,510 -5%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$9.84M -$269K -7,401 -3%
KBC Group
53
KBC Group
Belgium
$9.64M -$594K -16,348 -6%
USAA
54
United Services Automobile Association
Texas
$9.63M -$36.4K -1,002 -0.4%
AllianceBernstein
55
AllianceBernstein
Tennessee
$9.17M -$144K -3,967 -2%
Citadel Advisors
56
Citadel Advisors
Florida
$9M +$9.14M +251,276 New
CS
57
Credit Suisse
Switzerland
$8.82M -$1.59M -43,796 -15%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$8.66M -$48.1K -1,324 -0.5%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$8.57M -$162K -4,450 -2%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$7.79M -$486K -13,376 -6%
MIS
61
Morningstar Investment Services
Illinois
$7.41M +$763K +20,981 +11%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$6.73M +$456K +12,545 +7%
Citigroup
63
Citigroup
New York
$6.64M -$3.17M -87,143 -32%
Aberdeen Group
64
Aberdeen Group
United Kingdom
$6.46M -$101K -2,790 -2%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$6.44M -$1.03M -28,252 -14%
CA
66
Commerzbank Aktiengesellschaft
Germany
$6.39M -$1.01M -27,887 -14%
BGIM
67
Brandywine Global Investment Management
Pennsylvania
$6.13M +$811K +22,318 +15%
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
$6M +$4.94M +135,936 +429%
SAM
69
Shell Asset Management
Netherlands
$5.85M -$247K -6,800 -4%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.58M -$468K -12,878 -8%
SIM
71
Spark Investment Management
New York
$5.52M +$5.6M +154,000 New
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$5.38M +$1.76M +48,307 +47%
Prudential Financial
73
Prudential Financial
New Jersey
$5.26M -$37.8K -1,040 -0.7%
GTP
74
Global Thematic Partners
New York
$4.93M -$1.23M -33,810 -20%
PI
75
PGGM Investments
Netherlands
$4.88M

HOG Hedge Fund Activity: Q2 2019 in Review

460 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q2 2019, worth a combined $5.27B — up 0.87% from $5.22B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of HOG and 54 opened new positions — a net loss of 1 holder — while 162 trimmed existing stakes and 136 added.

The largest buyer was Bank of New York Mellon, adding an estimated $33.9M. The largest seller was Ameriprise, cutting an estimated $35.6M.

  • 460 institutional investors held Harley-Davidson (HOG) as of Q2 2019, down from 469 in Q1 2019.
  • Funds reported $5.27B of Harley-Davidson stock for Q2 2019, up 0.87% quarter-over-quarter.
  • 54 funds opened new Harley-Davidson positions in Q2 2019 and 55 closed out, a net change of -1 holder.
  • The largest Harley-Davidson buyer in Q2 2019 was Bank of New York Mellon, an estimated $33.9M added.
  • The largest Harley-Davidson seller in Q2 2019 was Ameriprise, an estimated $35.6M sold.

Based on aggregated 13F filings for Q2 2019.