Harley-Davidson
459 hedge funds and large institutions have $12.7B invested in Harley-Davidson in 2013 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 177 reducing their positions, and 33 closing their positions.
76% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 33
5% more funds holding
Funds holding: 436 → 459 (+23)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
0.84% less ownership
Funds ownership: 83.76% → 82.92% (-0.84%)
11% less capital invested
Capital invested by funds: $14.3B → $12.7B (-$1.63B)
24% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 177
29% less call options, than puts
Call options by funds: $79.6M | Put options by funds: $113M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$119M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$52.7M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$29.2M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
+$23.1M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
+$20.5M |
Top Sellers
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$87.8M |
| 2 |
JP Morgan Chase
New York
|
-$40.9M |
| 3 |
GTP
Global Thematic Partners
New York
|
-$36.7M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$36.4M |
| 5 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$30.3M |
HOG Hedge Fund Activity: Q4 2013 in Review
459 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2013, worth a combined $12.7B — down 11% from $14.3B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new HOG positions and 33 closed out — a net gain of 25 holders — while 135 added to existing stakes and 177 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $119M. The largest seller was Capital Research Global Investors, cutting an estimated $87.8M.
- 459 institutional investors held Harley-Davidson (HOG) as of Q4 2013, up from 436 in Q3 2013.
- Funds reported $12.7B of Harley-Davidson stock for Q4 2013, down 11% quarter-over-quarter.
- 58 funds opened new Harley-Davidson positions in Q4 2013 and 33 closed out, a net change of +25 holders.
- The largest Harley-Davidson buyer in Q4 2013 was Fidelity Investments, an estimated $119M added.
- The largest Harley-Davidson seller in Q4 2013 was Capital Research Global Investors, an estimated $87.8M sold.
Based on aggregated 13F filings for Q4 2013.