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Harley-Davidson

381 hedge funds and large institutions have $3.45B invested in Harley-Davidson in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 105 increasing their positions, 123 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $43.2M

7% more capital invested

Capital invested by funds: $3.22B → $3.45B (+$226M)

3.31% more ownership

Funds ownership: 88.48%91.79% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less funds holding

Funds holding: 392381 (-11)

15% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 123

17% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 66

Holders
381
Holders Change
-11
Holders Change %
-2.81%
% of All Funds
7.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
55
Increased
105
Reduced
123
Closed
66
Calls
$53.4M
Puts
$43.2M
Net Calls
+$10.1M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$6.67M +$142K +5,290 +2%
RJA
52
Raymond James & Associates
Florida
$6.54M +$2.28M +84,614 +47%
MIS
53
Morningstar Investment Services
Illinois
$6.51M +$7.43M +275,836 New
RGI
54
River Global Investors
United Kingdom
$6.5M +$842K +31,270 +13%
AllianceBernstein
55
AllianceBernstein
Tennessee
$6.46M -$138K -5,132 -2%
JP Morgan Chase
56
JP Morgan Chase
New York
$6.37M -$4.4M -163,305 -38%
UBS AM
57
UBS AM
Illinois
$6.3M -$681K -25,293 -9%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$6.12M -$614K -22,800 -8%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$5.41M +$5.39K +200 +0.1%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$5.05M
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.93M -$575K -21,360 -10%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$4.91M +$5.17K +192 +0.1%
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$4.12M -$974K -36,142 -18%
AQR Capital Management
64
AQR Capital Management
Connecticut
$3.98M -$3.23M -119,894 -42%
Citigroup
65
Citigroup
New York
$3.9M +$110K +4,073 +3%
VRS
66
Virginia Retirement Systems
Virginia
$3.86M +$851K +31,600 +25%
MOACM
67
Mutual of America Capital Management
New York
$3.58M +$26.3K +976 +0.7%
TPSF
68
Texas Permanent School Fund
Texas
$3.51M +$852K +31,641 +28%
SFI
69
Susquehanna Fundamental Investments
Pennsylvania
$3.1M +$390K +14,463 +13%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$2.98M -$2.47M -91,536 -43%
Man Group
71
Man Group
United Kingdom
$2.84M +$1.95M +72,474 +167%
Comerica Bank
72
Comerica Bank
Texas
$2.84M -$32.4K -1,204 -1%
Jacobs Levy Equity Management
73
Jacobs Levy Equity Management
New Jersey
$2.8M +$3.07M +114,023 New
Connor, Clark & Lunn Investment Management (CC&L)
74
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.6M +$537K +19,935 +23%
WBC
75
Westpac Banking Corp
Australia
$2.47M +$467K +17,350 +21%

HOG Hedge Fund Activity: Q3 2020 in Review

381 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2020, worth a combined $3.45B — up 7% from $3.22B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of HOG and 55 opened new positions — a net loss of 11 holders — while 123 trimmed existing stakes and 105 added.

The largest buyer was Boston Partners, adding an estimated $95.5M. The largest seller was Bank of New York Mellon, cutting an estimated $72.5M.

  • 381 institutional investors held Harley-Davidson (HOG) as of Q3 2020, down from 392 in Q2 2020.
  • Funds reported $3.45B of Harley-Davidson stock for Q3 2020, up 7% quarter-over-quarter.
  • 55 funds opened new Harley-Davidson positions in Q3 2020 and 66 closed out, a net change of -11 holders.
  • The largest Harley-Davidson buyer in Q3 2020 was Boston Partners, an estimated $95.5M added.
  • The largest Harley-Davidson seller in Q3 2020 was Bank of New York Mellon, an estimated $72.5M sold.

Based on aggregated 13F filings for Q3 2020.