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Harley-Davidson
HOG

435 hedge funds and large institutions have $5.16B invested in Harley-Davidson in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 164 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $5.27B → $5.16B (-$109M)

1.05% less ownership

Funds ownership: 93.29% → 92.24% (-1%)

5% less funds holding

Funds holding: 460 → 435 (-25)

30% less call options, than puts

Call options by funds: $50.5M | Put options by funds: $71.7M

30% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 164

36% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 64

Holders
435
Holders Change
-25
Holders Change %
-5.43%
% of All Funds
9.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
41
Increased
114
Reduced
164
Closed
64
Calls
$50.5M
Puts
$71.7M
Net Calls
-$21.2M
Net Calls Change
-$4.24M

Top Buyers

1
Invesco
Invesco
Georgia
+$49.6M
2
JAM
Jupiter Asset Management
United Kingdom
+$17.4M
3
AAMU
Amundi Asset Management US
Massachusetts
+$14.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$12.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.1M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$63.6M
2
IAM
Impala Asset Management
Florida
-$22.9M
3
GLA
Great Lakes Advisors
Illinois
-$18.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$12.6M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$4.37M -$116K -3,374 -3%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$3.96M +$379K +11,055 +11%
TIM
78
Thompson Investment Management
Wisconsin
$3.93M +$186K +5,417 +5%
GTP
79
Global Thematic Partners
New York
$3.67M -$1.21M -35,150 -26%
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$3.52M +$230K +6,700 +7%
SMDAM
81
Sumitomo Mitsui DS Asset Management
Japan
$3.5M +$114K +3,310 +4%
VRS
82
Virginia Retirement Systems
Virginia
$3.5M +$127K +3,700 +4%
APG Asset Management
83
APG Asset Management
Netherlands
$3.48M +$3.62M +105,597 New
HIC
84
Harbor Island Capital
Massachusetts
$3.47M – – –
FVCM
85
F&V Capital Management
Florida
$3.37M -$68.9K -2,010 -2%
Victory Capital Management
86
Victory Capital Management
Texas
$3.35M -$8.32M -242,713 -72%
Aberdeen Group
87
Aberdeen Group
United Kingdom
$3.17M -$3.16M -92,143 -51%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$3.09M -$701K -20,428 -19%
Asset Management One
89
Asset Management One
Japan
$3.02M +$35.1K +1,025 +1%
PAMU
90
Pictet Asset Management (UK)
United Kingdom
$2.91M +$154K +4,500 +6%
CPO
91
Cerity Partners OCIO
New York
$2.9M +$163K +4,751 +6%
Federated Hermes
92
Federated Hermes
Pennsylvania
$2.89M -$43.8K -1,277 -2%
SIA
93
SeaBridge Investment Advisors
New Jersey
$2.84M -$56.6K -1,650 -2%
OTPPB
94
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.81M -$1.55M -45,330 -37%
WBC
95
Westpac Banking Corp
Australia
$2.79M +$1.46M +42,540 +122%
SEI Investments
96
SEI Investments
Pennsylvania
$2.77M +$228K +6,638 +9%
AG
97
Advisor Group
Arizona
$2.76M +$90.1K +2,627 +4%
Marshall Wace
98
Marshall Wace
United Kingdom
$2.64M +$2.52M +73,374 New
Macquarie Group
99
Macquarie Group
Australia
$2.63M – – –
VOYA Investment Management
100
VOYA Investment Management
Georgia
$2.63M +$1.51K +44 +0.1%
2 3
4
5 6

HOG Hedge Fund Activity: Q3 2019 in Review

435 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2019, worth a combined $5.16B — down 2.1% from $5.27B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of HOG and 41 opened new positions — a net loss of 23 holders — while 164 trimmed existing stakes and 114 added.

The largest buyer was Invesco, adding an estimated $49.6M. The largest seller was Ameriprise, cutting an estimated $63.6M.

  • 435 institutional investors held Harley-Davidson (HOG) as of Q3 2019, down from 460 in Q2 2019.
  • Funds reported $5.16B of Harley-Davidson stock for Q3 2019, down 2.1% quarter-over-quarter.
  • 41 funds opened new Harley-Davidson positions in Q3 2019 and 64 closed out, a net change of -23 holders.
  • The largest Harley-Davidson buyer in Q3 2019 was Invesco, an estimated $49.6M added.
  • The largest Harley-Davidson seller in Q3 2019 was Ameriprise, an estimated $63.6M sold.

Based on aggregated 13F filings for Q3 2019.