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Harley-Davidson
HOG

419 hedge funds and large institutions have $5.47B invested in Harley-Davidson in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 114 increasing their positions, 121 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $160M | Put options by funds: $71.3M

7% more capital invested

Capital invested by funds: $5.12B → $5.47B (+$357M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 73

6% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 121

1% less funds holding

Funds holding: 425 → 419 (-6)

1.88% less ownership

Funds ownership: 91.13% → 89.24% (-1.9%)

Holders
419
Holders Change
-6
Holders Change %
-1.41%
% of All Funds
7.36%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
73
Increased
114
Reduced
121
Closed
73
Calls
$160M
Puts
$71.3M
Net Calls
+$88.9M
Net Calls Change
+$84M

Top Buyers

1
HPM
H. Partners Management
New York
+$71.4M
2
TP
Thunderbird Partners
United Kingdom
+$56.6M
3
SBH
Segall Bryant & Hamill
Illinois
+$47.1M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
+$31.6M
5
Millennium Management
Millennium Management
New York
+$31.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$119M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$72.1M
3
Boston Partners
Boston Partners
Massachusetts
-$69.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$35.6M
5
Invesco
Invesco
Georgia
-$28.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$2.32M +$1.26M +34,011 +148%
HSA
102
Hussman Strategic Advisors
Maryland
$2.31M +$2.14M +57,600 New
JG
103
Jefferies Group
New York
$2.28M +$2.12M +56,932 New
SOMRS
104
State of Michigan Retirement System
Michigan
$2.28M +$37.2K +1,000 +2%
Treasurer of the State of North Carolina
105
Treasurer of the State of North Carolina
North Carolina
$2.25M -$4.83K -130 -0.2%
GF
106
Gabelli Funds
New York
$2.16M – – –
Wealthfront Advisers
107
Wealthfront Advisers
California
$2.11M -$50.4K -1,356 -3%
COPPSERS
108
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.05M -$1.45K -39 -0.1%
OPERF
109
Oregon Public Employees Retirement Fund
Oregon
$2.04M – – –
Man Group
110
Man Group
United Kingdom
$2M -$698K -18,782 -27%
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$2M +$1.86M +50,000 New
Connor, Clark & Lunn Investment Management (CC&L)
112
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.99M +$542K +14,571 +42%
Nomura Holdings
113
Nomura Holdings
Japan
$1.97M +$1.82M +48,999 New
Macquarie Group
114
Macquarie Group
Australia
$1.96M -$59.5K -1,600 -3%
MC
115
Maverick Capital
Texas
$1.95M +$1.63M +43,858 +900%
Jane Street
116
Jane Street
New York
$1.82M -$131K -3,512 -7%
ASRS
117
Arizona State Retirement System
Arizona
$1.79M +$6.66K +179 +0.4%
PI
118
PEAK6 Investments
Illinois
$1.75M -$5.86M -157,570 -78%
Russell Investments Group
119
Russell Investments Group
United Kingdom
$1.73M +$338K +9,080 +27%
AIP
120
Ameritas Investment Partners
Nebraska
$1.7M – – –
SO
121
STRS Ohio
Ohio
$1.64M +$531K +14,286 +54%
Federated Hermes
122
Federated Hermes
Pennsylvania
$1.63M +$87.4K +2,350 +6%
WG
123
Winton Group
United Kingdom
$1.63M +$66.5K +1,788 +5%
TI
124
Trexquant Investment
Connecticut
$1.62M +$148K +3,987 +11%
EP
125
Edgestream Partners
New Jersey
$1.61M -$1.71M -46,101 -53%
3 4
5
6 7

HOG Hedge Fund Activity: Q1 2021 in Review

419 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2021, worth a combined $5.47B — up 7% from $5.12B a quarter earlier.

Fund positioning in HOG was balanced in Q1 2021: 73 funds opened new positions, 73 closed out, 114 added to existing stakes and 121 trimmed.

The largest buyer was H. Partners Management, adding an estimated $71.4M. The largest seller was Fidelity Investments, cutting an estimated $119M.

  • 419 institutional investors held Harley-Davidson (HOG) as of Q1 2021, down from 425 in Q4 2020.
  • Funds reported $5.47B of Harley-Davidson stock for Q1 2021, up 7% quarter-over-quarter.
  • 73 funds opened new Harley-Davidson positions in Q1 2021 and 73 closed out, a net change of 0 holders.
  • The largest Harley-Davidson buyer in Q1 2021 was H. Partners Management, an estimated $71.4M added.
  • The largest Harley-Davidson seller in Q1 2021 was Fidelity Investments, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2021.