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Harley-Davidson

544 hedge funds and large institutions have $9.12B invested in Harley-Davidson in 2016 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 140 increasing their positions, 200 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 46

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more capital invested

Capital invested by funds: $8.65B → $9.12B (+$469M)

5% more funds holding

Funds holding: 518544 (+26)

4.17% less ownership

Funds ownership: 92.59%88.42% (-4.2%)

30% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 200

52% less call options, than puts

Call options by funds: $108M | Put options by funds: $224M

Holders
544
Holders Change
+26
Holders Change %
+5.02%
% of All Funds
13.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
81
Increased
140
Reduced
200
Closed
46
Calls
$108M
Puts
$224M
Net Calls
-$117M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
101
United Services Automobile Association
Texas
$10M -$66.8K -1,172 -0.7%
Korea Investment Corp
102
Korea Investment Corp
South Korea
$9.77M +$1.31M +23,011 +16%
SIM
103
Sprucegrove Investment Management
Ontario, Canada
$9.31M -$2.42M -42,400 -21%
CFM
104
Coronation Fund Managers
South Africa
$9.24M -$6.37M -111,754 -41%
First Trust Advisors
105
First Trust Advisors
Illinois
$9.09M -$2.11M -36,952 -19%
Millennium Management
106
Millennium Management
New York
$8.8M +$7.71M +135,175 +858%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$8.62M -$84.9K -1,488 -1%
WBC
108
Westpac Banking Corp
Australia
$8.29M +$142K +2,483 +2%
NIMC
109
NWQ Investment Management Company
California
$8.1M -$6.1M -106,877 -43%
Credit Agricole
110
Credit Agricole
France
$8.09M +$2.4M +42,023 +43%
TCM
111
Tufton Capital Management
Maryland
$7.89M -$142K -2,493 -2%
PHAM
112
Pacific Heights Asset Management
California
$7.58M
CANY
113
Caxton Associates (New York)
New York
$7.58M +$4.28M +75,000 +136%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$7.43M +$2.52M +44,099 +57%
SO
115
STRS Ohio
Ohio
$7.43M -$7.42M -130,032 -51%
SAM
116
Shell Asset Management
Netherlands
$7.34M +$5.46M +95,743 +319%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$7.09M -$250K -4,386 -3%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$6.86M +$1.88M +32,879 +39%
Aviva
119
Aviva
United Kingdom
$6.83M +$523K +9,176 +9%
HIMC
120
Heritage Investors Management Corp
Maryland
$6.73M -$111K -1,945 -2%
WG
121
Winton Group
United Kingdom
$6.38M -$7.77M -136,244 -55%
Russell Investments Group
122
Russell Investments Group
United Kingdom
$6.35M +$6.23M +109,291 New
Fisher Asset Management
123
Fisher Asset Management
Washington
$6.21M -$110K -1,934 -2%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$6.19M +$81.2K +1,423 +1%
AAM
125
Aberdeen Asset Management
United Kingdom
$6.17M -$3.29M -57,656 -35%

HOG Hedge Fund Activity: Q4 2016 in Review

544 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2016, worth a combined $9.12B — up 5.4% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HOG positions and 46 closed out — a net gain of 35 holders — while 140 added to existing stakes and 200 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $129M. The largest seller was Independent Franchise Partners, cutting an estimated $177M.

  • 544 institutional investors held Harley-Davidson (HOG) as of Q4 2016, up from 518 in Q3 2016.
  • Funds reported $9.12B of Harley-Davidson stock for Q4 2016, up 5.4% quarter-over-quarter.
  • 81 funds opened new Harley-Davidson positions in Q4 2016 and 46 closed out, a net change of +35 holders.
  • The largest Harley-Davidson buyer in Q4 2016 was Morgan Stanley, an estimated $129M added.
  • The largest Harley-Davidson seller in Q4 2016 was Independent Franchise Partners, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2016.