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Harley-Davidson

392 hedge funds and large institutions have $3.22B invested in Harley-Davidson in 2020 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 118 increasing their positions, 113 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

19% more capital invested

Capital invested by funds: $2.71B → $3.22B (+$508M)

4% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 113

5.11% less ownership

Funds ownership: 93.59%88.48% (-5.1%)

6% less funds holding

Funds holding: 415392 (-23)

22% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 93

26% less call options, than puts

Call options by funds: $45.5M | Put options by funds: $61.8M

Holders
392
Holders Change
-23
Holders Change %
-5.54%
% of All Funds
8.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
73
Increased
118
Reduced
113
Closed
93
Calls
$45.5M
Puts
$61.8M
Net Calls
-$16.3M
Net Calls Change
-$8.08M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$6.76M +$6.21M +285,735 New
UBS AM
52
UBS AM
Illinois
$6.7M -$6.66M -306,295 -52%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$6.47M -$552K -25,400 -9%
AllianceBernstein
54
AllianceBernstein
Tennessee
$6.38M +$318K +14,606 +6%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$6.34M -$388K -17,837 -6%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$6.16M +$5.63M +259,026 New
Jane Street
57
Jane Street
New York
$5.76M +$4.71M +216,404 +833%
RGI
58
River Global Investors
United Kingdom
$5.55M +$858K +39,462 +20%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.3M +$1.43M +65,648 +42%
Robeco Institutional Asset Management
60
Robeco Institutional Asset Management
Netherlands
$5.24M -$4.48M -205,909 -48%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$5.23M -$235K -10,811 -5%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$5.06M +$2.17M +99,601 +88%
MCL
63
MIK Capital LP
New York
$4.92M +$4.5M +207,055 New
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$4.89M -$208K -9,566 -4%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$4.85M +$4.44M +204,098 New
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$4.75M +$2.87M +132,044 +195%
Barclays
67
Barclays
United Kingdom
$4.59M -$903K -41,514 -18%
Bank of Nova Scotia
68
Bank of Nova Scotia
Ontario, Canada
$4.52M +$4.14M +190,282 New
RJA
69
Raymond James & Associates
Florida
$4.32M +$3.6M +165,428 +1,005%
Citigroup
70
Citigroup
New York
$3.68M -$631K -29,012 -16%
GLA
71
Great Lakes Advisors
Illinois
$3.53M +$3.23M +148,402 New
CCM
72
Cinctive Capital Management
New York
$3.48M +$3.18M +146,227 New
MOACM
73
Mutual of America Capital Management
New York
$3.44M +$2.69M +123,728 +588%
Squarepoint
74
Squarepoint
New York
$3.37M +$1.31M +60,448 +74%
KBC Group
75
KBC Group
Belgium
$3.32M +$1.36M +62,469 +81%

HOG Hedge Fund Activity: Q2 2020 in Review

392 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q2 2020, worth a combined $3.22B — up 19% from $2.71B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of HOG and 73 opened new positions — a net loss of 20 holders — while 113 trimmed existing stakes and 118 added.

The largest buyer was Boston Partners, opening a new position worth an estimated $195M. The largest seller was Dodge & Cox, exiting entirely with an estimated $191M sold.

  • 392 institutional investors held Harley-Davidson (HOG) as of Q2 2020, down from 415 in Q1 2020.
  • Funds reported $3.22B of Harley-Davidson stock for Q2 2020, up 19% quarter-over-quarter.
  • 73 funds opened new Harley-Davidson positions in Q2 2020 and 93 closed out, a net change of -20 holders.
  • The largest Harley-Davidson buyer in Q2 2020 was Boston Partners, an estimated $195M added.
  • The largest Harley-Davidson seller in Q2 2020 was Dodge & Cox, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2020.