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Harley-Davidson

381 hedge funds and large institutions have $3.45B invested in Harley-Davidson in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 105 increasing their positions, 123 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $43.2M

7% more capital invested

Capital invested by funds: $3.22B → $3.45B (+$226M)

3.31% more ownership

Funds ownership: 88.48%91.79% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less funds holding

Funds holding: 392381 (-11)

15% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 123

17% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 66

Holders
381
Holders Change
-11
Holders Change %
-2.81%
% of All Funds
7.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
55
Increased
105
Reduced
123
Closed
66
Calls
$53.4M
Puts
$43.2M
Net Calls
+$10.1M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BDS
101
Banco de Sabadell
Florida
$1.48M +$1.66M +61,520 New
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.46M +$59.2K +2,196 +4%
Treasurer of the State of North Carolina
103
Treasurer of the State of North Carolina
North Carolina
$1.38M -$1.35K -50 -0.1%
SOMRS
104
State of Michigan Retirement System
Michigan
$1.37M +$2.69K +100 +0.2%
Wealthfront Advisers
105
Wealthfront Advisers
California
$1.36M -$784K -29,093 -34%
GF
106
Gabelli Funds
New York
$1.32M -$26.9K -1,000 -2%
Mitsubishi UFJ Trust & Banking
107
Mitsubishi UFJ Trust & Banking
Japan
$1.28M +$286K +10,600 +25%
OPERF
108
Oregon Public Employees Retirement Fund
Oregon
$1.27M +$156K +5,790 +13%
NMIMC
109
Northwestern Mutual Investment Management Company
Wisconsin
$1.27M
ACI
110
AMP Capital Investors
Australia
$1.25M +$864K +32,059 +154%
Capstone Investment Advisors
111
Capstone Investment Advisors
New York
$1.25M +$47.2K +1,753 +4%
Osaic Holdings
112
Osaic Holdings
Arizona
$1.24M +$471K +17,503 +53%
Macquarie Group
113
Macquarie Group
Australia
$1.24M -$47.5K -1,764 -3%
HA
114
Heartland Advisors
Wisconsin
$1.23M +$1.35M +50,000 New
GC
115
Guggenheim Capital
Illinois
$1.21M +$95.9K +3,560 +8%
COPPSERS
116
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.21M +$450K +16,709 +52%
E
117
Ergoteles
New York
$1.19M +$1.3M +48,300 New
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$1.18M -$31.5K -1,168 -2%
Jane Street
119
Jane Street
New York
$1.17M -$5.24M -194,575 -80%
ACM
120
AlphaCrest Capital Management
New York
$1.17M +$1.28M +47,696 New
ASRS
121
Arizona State Retirement System
Arizona
$1.13M +$314K +11,653 +34%
Brown Advisory
122
Brown Advisory
Maryland
$1.08M -$113K -4,196 -9%
AIP
123
Ameritas Investment Partners
Nebraska
$1.06M -$25K -929 -2%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$1.05M -$1.56K -58 -0.1%
TC
125
TwinBeech Capital
New York
$1.04M +$1.14M +42,331 New

HOG Hedge Fund Activity: Q3 2020 in Review

381 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2020, worth a combined $3.45B — up 7% from $3.22B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of HOG and 55 opened new positions — a net loss of 11 holders — while 123 trimmed existing stakes and 105 added.

The largest buyer was Boston Partners, adding an estimated $95.5M. The largest seller was Bank of New York Mellon, cutting an estimated $72.5M.

  • 381 institutional investors held Harley-Davidson (HOG) as of Q3 2020, down from 392 in Q2 2020.
  • Funds reported $3.45B of Harley-Davidson stock for Q3 2020, up 7% quarter-over-quarter.
  • 55 funds opened new Harley-Davidson positions in Q3 2020 and 66 closed out, a net change of -11 holders.
  • The largest Harley-Davidson buyer in Q3 2020 was Boston Partners, an estimated $95.5M added.
  • The largest Harley-Davidson seller in Q3 2020 was Bank of New York Mellon, an estimated $72.5M sold.

Based on aggregated 13F filings for Q3 2020.