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Harley-Davidson
HOG

463 hedge funds and large institutions have $5.42B invested in Harley-Davidson in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 136 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 40

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more funds holding

Funds holding: 435 → 463 (+28)

2.23% more ownership

Funds ownership: 92.24% → 94.47% (+2.2%)

5% more capital invested

Capital invested by funds: $5.16B → $5.42B (+$258M)

4% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 142

31% less call options, than puts

Call options by funds: $44.1M | Put options by funds: $63.6M

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
9.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
75
Increased
136
Reduced
142
Closed
40
Calls
$44.1M
Puts
$63.6M
Net Calls
-$19.5M
Net Calls Change
+$1.7M

Top Buyers

1
IAM
Impala Asset Management
Florida
+$70.1M
2
AAMU
Amundi Asset Management US
Massachusetts
+$20.7M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
+$13.8M
4
CS
Credit Suisse
Switzerland
+$11.1M
5
Bank of America
Bank of America
North Carolina
+$10.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$57.3M
2
VanEck Associates
VanEck Associates
New York
-$31.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14.4M
4
JP Morgan Chase
JP Morgan Chase
New York
-$13.4M
5
KP
Kiltearn Partners
United Kingdom
-$8.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$1.28M – – –
AG
152
Aperio Group
California
$1.28M +$9.98K +268 +0.8%
Caisse de Depot et Placement du Quebec (CDPQ)
153
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.26M -$424K -11,400 -25%
PBC
154
Pavion Blue Capital
California
$1.25M +$1.25M +33,473 New
EGM
155
Engineers Gate Manager
New York
$1.22M +$1.22M +32,825 New
JG
156
Jefferies Group
New York
$1.19M +$1.19M +31,852 New
FAF
157
Fjarde Ap-fonden
Sweden
$1.17M -$327K -8,789 -22%
EVM
158
Eaton Vance Management
Massachusetts
$1.16M – – –
DnB Asset Management
159
DnB Asset Management
Norway
$1.15M +$235K +6,300 +26%
MGIM
160
M&G Investment Management
United Kingdom
$1.11M +$1.12M +30,069 New
PP
161
Paloma Partners
Connecticut
$1.1M -$181K -4,851 -14%
Korea Investment Corp
162
Korea Investment Corp
South Korea
$1.1M +$37.2K +1,000 +4%
URS
163
Utah Retirement Systems
Utah
$1.09M -$11.2K -300 -1%
CIBC World Market
164
CIBC World Market
Ontario, Canada
$1.08M +$180K +4,830 +20%
ASRS
165
Arizona State Retirement System
Arizona
$1.08M -$10.9K -294 -1%
Mitsubishi UFJ Asset Management
166
Mitsubishi UFJ Asset Management
Japan
$1.06M +$57.7K +1,549 +6%
SFI
167
Susquehanna Fundamental Investments
Pennsylvania
$1.05M +$52.1K +1,400 +5%
Skandinaviska Enskilda Banken (SEB)
168
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.05M +$14.9K +400 +1%
Comerica Bank
169
Comerica Bank
Texas
$1.04M -$38.2K -1,025 -3%
TPSF
170
Texas Permanent School Fund
Texas
$1.01M -$70.5K -1,893 -6%
Public Sector Pension Investment Board (PSP Investments)
171
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.01M -$140K -3,750 -12%
XK
172
Xact Kapitalforvaltning
Sweden
$979K -$345K -9,264 -26%
MCM
173
Mork Capital Management
California
$971K +$138K +3,700 +17%
GIA
174
Gateway Investment Advisers
Ohio
$954K -$13.5K -363 -1%
CIM
175
CenturyLink Investment Management
Colorado
$950K -$148K -3,986 -13%
5 6
7
8 9

HOG Hedge Fund Activity: Q4 2019 in Review

463 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2019, worth a combined $5.42B — up 5% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new HOG positions and 40 closed out — a net gain of 35 holders — while 136 added to existing stakes and 142 trimmed.

The largest buyer was Impala Asset Management, opening a new position worth an estimated $70.1M. The largest seller was Ameriprise, cutting an estimated $57.3M.

  • 463 institutional investors held Harley-Davidson (HOG) as of Q4 2019, up from 435 in Q3 2019.
  • Funds reported $5.42B of Harley-Davidson stock for Q4 2019, up 5% quarter-over-quarter.
  • 75 funds opened new Harley-Davidson positions in Q4 2019 and 40 closed out, a net change of +35 holders.
  • The largest Harley-Davidson buyer in Q4 2019 was Impala Asset Management, an estimated $70.1M added.
  • The largest Harley-Davidson seller in Q4 2019 was Ameriprise, an estimated $57.3M sold.

Based on aggregated 13F filings for Q4 2019.