Harley-Davidson
477 hedge funds and large institutions have $4.86B invested in Harley-Davidson in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 127 increasing their positions, 161 reducing their positions, and 89 closing their positions.
1.65% more ownership
Funds ownership: 87.51% → 89.16% (+1.6%)
3% less funds holding
Funds holding: 491 → 477 (-14)
10% less first-time investments, than exits
New positions opened: 80 | Existing positions closed: 89
21% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 161
26% less capital invested
Capital invested by funds: $6.56B → $4.86B (-$1.7B)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
43% less call options, than puts
Call options by funds: $42M | Put options by funds: $73.8M
Top Buyers
| 1 |
Bank of New York Mellon
New York
|
+$246M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$81.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$55.7M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$29.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$22.3M |
Top Sellers
HOG Hedge Fund Activity: Q4 2018 in Review
477 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2018, worth a combined $4.86B — down 26% from $6.56B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of HOG and 80 opened new positions — a net loss of 9 holders — while 161 trimmed existing stakes and 127 added.
The largest buyer was Bank of New York Mellon, adding an estimated $246M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $252M sold.
- 477 institutional investors held Harley-Davidson (HOG) as of Q4 2018, down from 491 in Q3 2018.
- Funds reported $4.86B of Harley-Davidson stock for Q4 2018, down 26% quarter-over-quarter.
- 80 funds opened new Harley-Davidson positions in Q4 2018 and 89 closed out, a net change of -9 holders.
- The largest Harley-Davidson buyer in Q4 2018 was Bank of New York Mellon, an estimated $246M added.
- The largest Harley-Davidson seller in Q4 2018 was Capital Research Global Investors, an estimated $252M sold.
Based on aggregated 13F filings for Q4 2018.