We are live on ! Find out more
HOG icon

Harley-Davidson
HOG

463 hedge funds and large institutions have $5.42B invested in Harley-Davidson in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 136 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 40

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more funds holding

Funds holding: 435 → 463 (+28)

2.23% more ownership

Funds ownership: 92.24% → 94.47% (+2.2%)

5% more capital invested

Capital invested by funds: $5.16B → $5.42B (+$258M)

4% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 142

31% less call options, than puts

Call options by funds: $44.1M | Put options by funds: $63.6M

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
9.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
75
Increased
136
Reduced
142
Closed
40
Calls
$44.1M
Puts
$63.6M
Net Calls
-$19.5M
Net Calls Change
+$1.7M

Top Buyers

1
IAM
Impala Asset Management
Florida
+$70.1M
2
AAMU
Amundi Asset Management US
Massachusetts
+$20.7M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
+$13.8M
4
CS
Credit Suisse
Switzerland
+$11.1M
5
Bank of America
Bank of America
North Carolina
+$10.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$57.3M
2
VanEck Associates
VanEck Associates
New York
-$31.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14.4M
4
JP Morgan Chase
JP Morgan Chase
New York
-$13.4M
5
KP
Kiltearn Partners
United Kingdom
-$8.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
76
Spark Investment Management
New York
$4.68M -$1.05M -28,200 -18%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$4.62M -$1.03M -27,668 -18%
State of New Jersey Common Pension Fund D
78
State of New Jersey Common Pension Fund D
New Jersey
$4.5M -$177K -4,761 -4%
Ameriprise
79
Ameriprise
Minnesota
$4.41M -$57.3M -1,538,166 -93%
HF
80
HRT Financial
New York
$4.27M +$3.89M +104,410 +996%
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$4.23M +$4.24M +113,830 New
GC
82
Guggenheim Capital
Illinois
$4.15M -$398K -10,696 -9%
TIM
83
Thompson Investment Management
Wisconsin
$3.84M -$218K -5,865 -5%
Marshall Wace
84
Marshall Wace
United Kingdom
$3.75M +$1.02M +27,446 +37%
SMDAM
85
Sumitomo Mitsui DS Asset Management
Japan
$3.59M -$28.6K -769 -0.8%
HIC
86
Harbor Island Capital
Massachusetts
$3.56M -$25.6K -687 -0.7%
GAM
87
Gotham Asset Management
New York
$3.51M +$2.37M +63,538 +206%
APG Asset Management
88
APG Asset Management
Netherlands
$3.5M – – –
LCM
89
Landscape Capital Management
New Jersey
$3.46M +$3.46M +92,991 New
Victory Capital Management
90
Victory Capital Management
Texas
$3.37M -$93.7K -2,516 -3%
FVCM
91
F&V Capital Management
Florida
$3.31M -$166K -4,460 -5%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$3.26M -$380K -10,200 -10%
Aberdeen Group
93
Aberdeen Group
United Kingdom
$3.13M -$154K -4,139 -5%
CPO
94
Cerity Partners OCIO
New York
$3.09M +$399K +10,726 +13%
Asset Management One
95
Asset Management One
Japan
$3.08M -$48.2K -1,294 -2%
SEI Investments
96
SEI Investments
Pennsylvania
$3.04M +$136K +3,648 +5%
AG
97
Advisor Group
Arizona
$3.02M +$165K +4,425 +6%
SIA
98
SeaBridge Investment Advisors
New Jersey
$2.96M +$27.5K +739 +0.9%
WBC
99
Westpac Banking Corp
Australia
$2.93M +$51.1K +1,372 +2%
ARTA
100
A.R.T. Advisors
New York
$2.77M +$383K +10,300 +16%
2 3
4
5 6

HOG Hedge Fund Activity: Q4 2019 in Review

463 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2019, worth a combined $5.42B — up 5% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new HOG positions and 40 closed out — a net gain of 35 holders — while 136 added to existing stakes and 142 trimmed.

The largest buyer was Impala Asset Management, opening a new position worth an estimated $70.1M. The largest seller was Ameriprise, cutting an estimated $57.3M.

  • 463 institutional investors held Harley-Davidson (HOG) as of Q4 2019, up from 435 in Q3 2019.
  • Funds reported $5.42B of Harley-Davidson stock for Q4 2019, up 5% quarter-over-quarter.
  • 75 funds opened new Harley-Davidson positions in Q4 2019 and 40 closed out, a net change of +35 holders.
  • The largest Harley-Davidson buyer in Q4 2019 was Impala Asset Management, an estimated $70.1M added.
  • The largest Harley-Davidson seller in Q4 2019 was Ameriprise, an estimated $57.3M sold.

Based on aggregated 13F filings for Q4 2019.