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Harley-Davidson
HOG

477 hedge funds and large institutions have $4.86B invested in Harley-Davidson in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 127 increasing their positions, 161 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.65% more ownership

Funds ownership: 87.51% → 89.16% (+1.6%)

3% less funds holding

Funds holding: 491 → 477 (-14)

10% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 89

21% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 161

26% less capital invested

Capital invested by funds: $6.56B → $4.86B (-$1.7B)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

43% less call options, than puts

Call options by funds: $42M | Put options by funds: $73.8M

Holders
477
Holders Change
-14
Holders Change %
-2.85%
% of All Funds
10.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
80
Increased
127
Reduced
161
Closed
89
Calls
$42M
Puts
$73.8M
Net Calls
-$31.9M
Net Calls Change
+$22.9M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$246M
2
JAM
Jupiter Asset Management
United Kingdom
+$81.6M
3
Ameriprise
Ameriprise
Minnesota
+$55.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$29.9M
5
Invesco
Invesco
Georgia
+$22.3M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$252M
2
FPP
Findlay Park Partners
United Kingdom
-$98.6M
3
AC
Armistice Capital
New York
-$37.3M
4
Millennium Management
Millennium Management
New York
-$31.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$1.3M -$59K -1,506 -4%
CPO
152
Cerity Partners OCIO
New York
$1.27M +$1.46M +37,283 New
FAF
153
Fjarde Ap-fonden
Sweden
$1.24M -$545K -13,900 -28%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$1.23M +$211K +5,393 +18%
BAM
155
Blueshift Asset Management
New Jersey
$1.22M +$1.4M +35,672 New
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$1.17M – – –
Pacer Advisors
157
Pacer Advisors
Pennsylvania
$1.16M +$88.5K +2,256 +7%
Comerica Bank
158
Comerica Bank
Texas
$1.15M +$28.6K +729 +2%
ASRS
159
Arizona State Retirement System
Arizona
$1.14M -$307K -7,824 -19%
WI
160
WBI Investments
New Jersey
$1.14M -$15.9M -406,266 -92%
Hudson Bay Capital Management
161
Hudson Bay Capital Management
Connecticut
$1.13M +$1.3M +33,200 New
AB
162
Amalgamated Bank
New York
$1.13M -$36.1K -920 -3%
Wolverine Trading
163
Wolverine Trading
Illinois
$1.12M +$1.11M +28,304 +615%
TPSF
164
Texas Permanent School Fund
Texas
$1.12M -$182K -4,638 -12%
RPI
165
Railway Pension Investments
United Kingdom
$1.11M +$1.27M +32,428 New
Arrowstreet Capital
166
Arrowstreet Capital
Massachusetts
$1.09M +$1.25M +32,000 New
XK
167
Xact Kapitalforvaltning
Sweden
$1.07M – – –
JIR
168
James Investment Research
Ohio
$1.07M +$1.23M +31,400 New
TRAM
169
Tuscan Ridge Asset Management
Illinois
$1.07M +$1.23M +31,350 New
TCM
170
Tufton Capital Management
Maryland
$1.07M -$2.14M -54,654 -64%
S
171
Seeyond
France
$1.07M +$1.22M +31,233 New
EVM
172
Eaton Vance Management
Massachusetts
$1.06M – – –
MWNA
173
Marshall Wace North America
New York
$1.05M +$1.21M +30,938 New
URS
174
Utah Retirement Systems
Utah
$1.05M -$3.92K -100 -0.3%
NIPH
175
NN Investment Partners Holdings
Netherlands
$1.05M +$549K +14,001 +83%
5 6
7
8 9

HOG Hedge Fund Activity: Q4 2018 in Review

477 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2018, worth a combined $4.86B — down 26% from $6.56B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of HOG and 80 opened new positions — a net loss of 9 holders — while 161 trimmed existing stakes and 127 added.

The largest buyer was Bank of New York Mellon, adding an estimated $246M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $252M sold.

  • 477 institutional investors held Harley-Davidson (HOG) as of Q4 2018, down from 491 in Q3 2018.
  • Funds reported $4.86B of Harley-Davidson stock for Q4 2018, down 26% quarter-over-quarter.
  • 80 funds opened new Harley-Davidson positions in Q4 2018 and 89 closed out, a net change of -9 holders.
  • The largest Harley-Davidson buyer in Q4 2018 was Bank of New York Mellon, an estimated $246M added.
  • The largest Harley-Davidson seller in Q4 2018 was Capital Research Global Investors, an estimated $252M sold.

Based on aggregated 13F filings for Q4 2018.