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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
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$1.02M -$5.86M -217,503 -84%
Federated Hermes
127
Federated Hermes
Pennsylvania
$1M +$39.3K +1,459 +4%
SEI Investments
128
SEI Investments
Pennsylvania
$985K -$99.3K -3,687 -8%
PF
129
Phoenix Financial
Israel
$944K -$45.5K -1,688 -4%
LSERS
130
Louisiana State Employees Retirement System
Louisiana
$940K +$2.69K +100 +0.3%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$934K
BGIM
132
Brandywine Global Investment Management
Pennsylvania
$913K -$14.3M -532,321 -93%
T. Rowe Price Associates
133
T. Rowe Price Associates
Maryland
$884K -$276K -10,254 -22%
LPL Financial
134
LPL Financial
California
$845K +$86.5K +3,213 +10%
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$814K -$566K -21,029 -39%
US Bancorp
136
US Bancorp
Minnesota
$797K -$13.3K -493 -1%
NMERB
137
New Mexico Educational Retirement Board
New Mexico
$775K -$137K -5,100 -14%
EVM
138
Eaton Vance Management
Massachusetts
$761K -$1.1K -41 -0.1%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$751K -$84.9K -3,151 -10%
PBC
140
Pavion Blue Capital
California
$728K -$20.4K -757 -2%
URS
141
Utah Retirement Systems
Utah
$720K +$5.39K +200 +0.7%
NSAM
142
North Star Asset Management
Wisconsin
$704K -$27 -1 -0%
MLICM
143
Metropolitan Life Insurance Company (MetLife)
New York
$692K -$40K -1,484 -5%
OTPPB
144
Ontario Teachers' Pension Plan Board
Ontario, Canada
$688K -$135K -5,004 -15%
Natixis Advisors
145
Natixis Advisors
Massachusetts
$675K +$71.3K +2,646 +11%
Handelsbanken Fonder
146
Handelsbanken Fonder
Sweden
$646K
SOADOR
147
State of Alaska Department of Revenue
Alaska
$641K -$30.3K -1,126 -4%
MCM
148
Mork Capital Management
California
$640K
Canada Pension Plan Investment Board
149
Canada Pension Plan Investment Board
Ontario, Canada
$630K +$287K +10,673 +71%
TRCT
150
Tower Research Capital (TRC)
New York
$622K +$138K +5,121 +25%

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.