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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
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$7.27M – – –
EA
127
Euclid Advisors
Connecticut
$7.19M +$1.39M +23,420 +26%
TPSF
128
Texas Permanent School Fund
Texas
$7.13M -$238K -4,028 -4%
TG
129
TCW Group
California
$7.08M +$12.6K +213 +0.2%
Canada Life
130
Canada Life
Manitoba, Canada
$7.03M -$3.11M -52,619 -32%
HIMC
131
Heritage Investors Management Corp
Maryland
$7.02M -$287K -4,850 -4%
BLM
132
Bennett Lawrence Management
New York
$6.71M +$54.1K +915 +0.9%
Brown Advisory
133
Brown Advisory
Maryland
$6.56M -$177 -3 -0%
Credit Agricole
134
Credit Agricole
France
$6.48M +$5.97M +100,882 New
NFA
135
Nationwide Fund Advisors
Ohio
$6.46M -$623K -10,534 -9%
MAM
136
Mizuho Asset Management
Japan
$6.43M -$971K -16,410 -14%
N
137
Natixis
France
$6.42M -$2.38M -40,300 -29%
TCM
138
Talara Capital Management
New Jersey
$6.1M -$887K -15,000 -14%
IRF
139
IBM Retirement Fund
New York
$5.96M -$800K -13,529 -13%
SOMRS
140
State of Michigan Retirement System
Michigan
$5.83M -$17.7K -300 -0.3%
CA
141
Commerzbank Aktiengesellschaft
Germany
$5.76M -$806K -13,624 -13%
GIA
142
Gateway Investment Advisers
Ohio
$5.76M +$25.6K +432 +0.5%
CAM
143
Centre Asset Management
New York
$5.75M -$797K -13,470 -13%
ERSOT
144
Employees Retirement System of Texas
Texas
$5.68M +$881K +14,900 +20%
Comerica Bank
145
Comerica Bank
Texas
$5.67M -$192K -3,248 -4%
CCM
146
Coe Capital Management
Illinois
$5.65M +$3.27M +55,310 +170%
AIG
147
American International Group
New York
$5.55M +$166K +2,803 +3%
Aviva
148
Aviva
United Kingdom
$5.54M +$1.03M +17,347 +25%
RAM
149
RWC Asset Management
United Kingdom
$5.47M +$5.04M +85,156 New
GPSPJS
150
General Pension Society PZU Joint Stock
Poland
$5.37M +$4.95M +83,600 New
4 5
6
7 8

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.