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Harley-Davidson

544 hedge funds and large institutions have $9.12B invested in Harley-Davidson in 2016 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 140 increasing their positions, 200 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 46

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more capital invested

Capital invested by funds: $8.65B → $9.12B (+$469M)

5% more funds holding

Funds holding: 518544 (+26)

4.17% less ownership

Funds ownership: 92.59%88.42% (-4.2%)

30% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 200

52% less call options, than puts

Call options by funds: $108M | Put options by funds: $224M

Holders
544
Holders Change
+26
Holders Change %
+5.02%
% of All Funds
13.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
81
Increased
140
Reduced
200
Closed
46
Calls
$108M
Puts
$224M
Net Calls
-$117M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
151
Morningstar Investment Services
Illinois
$4.16M -$1.64M -28,694 -29%
FGP
152
Foyston, Gordon, & Payne
Ontario, Canada
$4.04M +$285 +5 +0%
HW
153
Hancock Whitney
Mississippi
$3.83M -$28.7K -504 -0.8%
JP Morgan Chase
154
JP Morgan Chase
New York
$3.73M -$3.3M -57,914 -48%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$3.66M +$1.45M +25,490 +68%
ARTA
156
A.R.T. Advisors
New York
$3.54M +$3.15M +55,300 +1,024%
AIG
157
American International Group
New York
$3.44M -$293K -5,145 -8%
SG Americas Securities
158
SG Americas Securities
New York
$3.43M +$1.57M +27,582 +89%
SOMRS
159
State of Michigan Retirement System
Michigan
$3.37M -$266K -4,672 -7%
CI
160
Cambiar Investors
Colorado
$3.35M -$843K -14,772 -20%
AG
161
Aperio Group
California
$3.31M +$9.3K +163 +0.3%
SDIC
162
South Dakota Investment Council
South Dakota
$3.29M -$947K -16,600 -23%
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$3.26M +$3.19M +55,891 New
GIBU
164
Gulf International Bank (UK)
United Kingdom
$3.26M
GF
165
Gabelli Funds
New York
$3.25M
ACI
166
AMP Capital Investors
Australia
$3.2M -$87K -1,526 -3%
GIA
167
Gateway Investment Advisers
Ohio
$3.2M -$517K -9,069 -14%
TCM
168
Twin Capital Management
Pennsylvania
$3.17M -$136K -2,388 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
169
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.16M -$884K -15,500 -22%
TPSF
170
Texas Permanent School Fund
Texas
$3.09M -$120K -2,108 -4%
RGI
171
River Global Investors
United Kingdom
$2.96M +$322K +5,650 +13%
Comerica Bank
172
Comerica Bank
Texas
$2.94M +$457K +8,009 +19%
NFA
173
Nationwide Fund Advisors
Ohio
$2.85M -$98.1K -1,720 -3%
PP
174
Paloma Partners
Connecticut
$2.82M +$1.46M +25,622 +112%
Natixis Advisors
175
Natixis Advisors
Massachusetts
$2.69M +$125K +2,187 +5%

HOG Hedge Fund Activity: Q4 2016 in Review

544 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2016, worth a combined $9.12B — up 5.4% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HOG positions and 46 closed out — a net gain of 35 holders — while 140 added to existing stakes and 200 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $129M. The largest seller was Independent Franchise Partners, cutting an estimated $177M.

  • 544 institutional investors held Harley-Davidson (HOG) as of Q4 2016, up from 518 in Q3 2016.
  • Funds reported $9.12B of Harley-Davidson stock for Q4 2016, up 5.4% quarter-over-quarter.
  • 81 funds opened new Harley-Davidson positions in Q4 2016 and 46 closed out, a net change of +35 holders.
  • The largest Harley-Davidson buyer in Q4 2016 was Morgan Stanley, an estimated $129M added.
  • The largest Harley-Davidson seller in Q4 2016 was Independent Franchise Partners, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2016.