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Harley-Davidson
HOG

436 hedge funds and large institutions have $14.3B invested in Harley-Davidson in 2013 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 130 increasing their positions, 165 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more capital invested

Capital invested by funds: $9.96B → $14.3B (+$4.35B)

38% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 37

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

3% more funds holding

Funds holding: 425 → 436 (+11)

2.58% more ownership

Funds ownership: 81.18% → 83.76% (+2.6%)

13% less call options, than puts

Call options by funds: $73.7M | Put options by funds: $84.7M

21% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 165

Holders
436
Holders Change
+11
Holders Change %
+2.59%
% of All Funds
14.14%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
51
Increased
130
Reduced
165
Closed
37
Calls
$73.7M
Puts
$84.7M
Net Calls
-$11.1M
Net Calls Change
+$16.6M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$145M
2
CCM
Cantillon Capital Management
New York
+$117M
3
JP Morgan Chase
JP Morgan Chase
New York
+$109M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$108M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$94.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$132M
2
KeyBank National Association
KeyBank National Association
Ohio
-$47.8M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$41.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$37.9M
5
American Century Companies
American Century Companies
Missouri
-$36.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FOAM
101
Five Oceans Asset Management
Australia
$11.6M -$192K -3,253 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
102
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.5M -$1.62M -27,400 -13%
ACI
103
AMP Capital Investors
Australia
$11.4M -$1.56M -26,442 -13%
WCM
104
Winton Capital Management
United Kingdom
$11.3M -$3.81M -64,364 -27%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$11M +$2.27M +38,435 +29%
KI
106
Kalmar Investments
Delaware
$10.9M – – –
Balyasny Asset Management
107
Balyasny Asset Management
Illinois
$10.8M +$9.99M +168,885 New
WCM
108
Wedge Capital Management
North Carolina
$10.8M +$31.9K +540 +0.3%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$10.6M -$756K -12,780 -7%
AAMU
110
Amundi Asset Management US
Massachusetts
$10.5M -$188K -3,173 -2%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$10.3M +$160K +2,700 +2%
FAM
112
Fred Alger Management
New York
$10.1M +$3.86M +65,241 +72%
CIBC Asset Management
113
CIBC Asset Management
Ontario, Canada
$9.81M -$309K -5,226 -3%
U
114
UBS
Switzerland
$9.76M +$1.58M +26,678 +21%
USAA
115
United Services Automobile Association
Texas
$9.56M -$608K -10,270 -6%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$9.51M -$107K -1,814 -1%
Bank of America
117
Bank of America
North Carolina
$9.41M -$281K -4,750 -3%
AC
118
Ascend Capital
California
$8.99M +$8.28M +140,000 New
Fisher Asset Management
119
Fisher Asset Management
Washington
$8.96M +$7.34K +124 +0.1%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$8.53M -$53.2K -899 -0.7%
TRSOTSOK
121
Teachers Retirement System of the State of Kentucky
Kentucky
$8.36M +$426K +7,200 +6%
CBCM
122
Charter Bridge Capital Management
New York
$8.34M -$4.73M -80,000 -38%
LI
123
LMCG Investments
Massachusetts
$8.15M +$1.53M +25,923 +26%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$7.67M +$7.06M +119,355 New
3NC
125
300 North Capital
California
$7.56M +$2.53M +42,800 +57%
3 4
5
6 7

HOG Hedge Fund Activity: Q3 2013 in Review

436 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2013, worth a combined $14.3B — up 44% from $9.96B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new HOG positions and 37 closed out — a net gain of 14 holders — while 130 added to existing stakes and 165 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $145M. The largest seller was AllianceBernstein, cutting an estimated $132M.

  • 436 institutional investors held Harley-Davidson (HOG) as of Q3 2013, up from 425 in Q2 2013.
  • Funds reported $14.3B of Harley-Davidson stock for Q3 2013, up 44% quarter-over-quarter.
  • 51 funds opened new Harley-Davidson positions in Q3 2013 and 37 closed out, a net change of +14 holders.
  • The largest Harley-Davidson buyer in Q3 2013 was Baillie Gifford & Co, an estimated $145M added.
  • The largest Harley-Davidson seller in Q3 2013 was AllianceBernstein, an estimated $132M sold.

Based on aggregated 13F filings for Q3 2013.