Harley-Davidson
491 hedge funds and large institutions have $10.4B invested in Harley-Davidson in 2015 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 170 increasing their positions, 167 reducing their positions, and 75 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 167
0.65% more ownership
Funds ownership: 80.61% → 81.25% (+0.65%)
6% less funds holding
Funds holding: 524 → 491 (-33)
17% less call options, than puts
Call options by funds: $103M | Put options by funds: $124M
26% less capital invested
Capital invested by funds: $14B → $10.4B (-$3.6B)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
36% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$168M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$110M |
| 3 |
Millennium Management
New York
|
+$93.6M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$74.8M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$72.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$313M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$190M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$189M |
| 4 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$90.8M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$60.7M |
HOG Hedge Fund Activity: Q1 2015 in Review
491 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2015, worth a combined $10.4B — down 26% from $14B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of HOG and 48 opened new positions — a net loss of 27 holders — while 167 trimmed existing stakes and 170 added.
The largest buyer was Fidelity Investments, adding an estimated $168M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $313M sold.
- 491 institutional investors held Harley-Davidson (HOG) as of Q1 2015, down from 524 in Q4 2014.
- Funds reported $10.4B of Harley-Davidson stock for Q1 2015, down 26% quarter-over-quarter.
- 48 funds opened new Harley-Davidson positions in Q1 2015 and 75 closed out, a net change of -27 holders.
- The largest Harley-Davidson buyer in Q1 2015 was Fidelity Investments, an estimated $168M added.
- The largest Harley-Davidson seller in Q1 2015 was Americafirst Capital Management, an estimated $313M sold.
Based on aggregated 13F filings for Q1 2015.