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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
CCP
76
Clifford Capital Partners
Utah
$4.66M +$169K +4,650 +4%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$4.65M +$164K +4,524 +4%
Chevy Chase Trust
78
Chevy Chase Trust
Maryland
$4.64M -$9.89K -272 -0.2%
GC
79
Guggenheim Capital
Illinois
$4.61M -$177K -4,876 -4%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$4.47M +$110K +3,018 +2%
OTPPB
81
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.43M +$4.03M +110,877 +872%
State of New Jersey Common Pension Fund D
82
State of New Jersey Common Pension Fund D
New Jersey
$4.3M +$4.36M +120,000 New
SFI
83
Susquehanna Fundamental Investments
Pennsylvania
$3.85M +$967K +26,600 +33%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$3.81M -$416K -11,439 -10%
TIM
85
Thompson Investment Management
Wisconsin
$3.72M +$187K +5,147 +5%
Man Group
86
Man Group
United Kingdom
$3.57M +$3.07M +84,435 +560%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$3.55M +$749K +20,607 +26%
HIC
88
Harbor Island Capital
Massachusetts
$3.45M
FVCM
89
F&V Capital Management
Florida
$3.42M -$39.8K -1,095 -1%
SMDAM
90
Sumitomo Mitsui DS Asset Management
Japan
$3.37M +$1.83M +50,334 +115%
Toronto Dominion Bank
91
Toronto Dominion Bank
Ontario, Canada
$3.36M +$979K +26,930 +17%
VRS
92
Virginia Retirement Systems
Virginia
$3.35M
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$3.27M -$218K -6,000 -6%
MSV
94
MN Services Vermogensbeheer
Netherlands
$3.12M +$2.13M +58,700 +208%
Asset Management One
95
Asset Management One
Japan
$2.97M +$168K +4,620 +6%
Federated Hermes
96
Federated Hermes
Pennsylvania
$2.93M -$42K -1,154 -1%
SIA
97
SeaBridge Investment Advisors
New Jersey
$2.89M -$62.7K -1,725 -2%
Treasurer of the State of North Carolina
98
Treasurer of the State of North Carolina
North Carolina
$2.88M -$94.2K -2,590 -3%
PAMU
99
Pictet Asset Management (UK)
United Kingdom
$2.73M -$178K -4,900 -6%
CPO
100
Cerity Partners OCIO
New York
$2.71M +$249K +6,858 +10%

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.