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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
SG Americas Securities
151
SG Americas Securities
New York
$5.36M -$18.5M -312,684 -79%
Nordea Investment Management
152
Nordea Investment Management
Sweden
$5.36M – – –
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$5.35M +$64.9K +1,097 +1%
TCM
154
Tufton Capital Management
Maryland
$5.26M -$985K -16,658 -17%
Millennium Management
155
Millennium Management
New York
$5.23M -$4.33M -73,220 -47%
Mitsubishi UFJ Asset Management
156
Mitsubishi UFJ Asset Management
Japan
$5.05M +$95.4K +1,612 +2%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$5.05M -$140K -2,365 -3%
TSU
158
TD Securities (USA)
New York
$4.91M -$3.02K -51 -0.1%
Public Sector Pension Investment Board (PSP Investments)
159
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.77M -$189K -3,200 -4%
CCM
160
Cadence Capital Management
Massachusetts
$4.67M -$7.47M -126,290 -63%
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.5M +$723K +12,229 +21%
HIMCH
162
Hartford Investment Management Co (HIMCO)
Connecticut
$4.46M -$98K -1,657 -2%
FVCM
163
F&V Capital Management
Florida
$4.28M -$138K -2,325 -3%
FAF
164
Fjarde Ap-fonden
Sweden
$4.25M -$326K -5,504 -8%
ASRS
165
Arizona State Retirement System
Arizona
$4.22M +$11.8K +200 +0.3%
NC
166
Nicholas Company
Wisconsin
$4.18M – – –
FCAM
167
F&C Asset Management
United Kingdom
$4.14M -$92.3K -1,561 -2%
Allianz Asset Management
168
Allianz Asset Management
Germany
$4.07M -$129K -2,180 -3%
Arrowstreet Capital
169
Arrowstreet Capital
Massachusetts
$3.88M +$2.41M +40,776 +207%
GF
170
Gabelli Funds
New York
$3.85M -$243K -4,100 -6%
US Bancorp
171
US Bancorp
Minnesota
$3.84M +$1.6M +26,972 +82%
EIM
172
ExxonMobil Investment Management
Texas
$3.81M -$176K -2,979 -5%
TIM
173
Thompson Investment Management
Wisconsin
$3.75M +$5.32K +90 +0.2%
KBC Group
174
KBC Group
Belgium
$3.64M +$384K +6,492 +13%
SAM
175
Shell Asset Management
Netherlands
$3.58M +$157K +2,658 +5%
5 6
7
8 9

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.