Harley-Davidson
411 hedge funds and large institutions have $5.07B invested in Harley-Davidson in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 120 increasing their positions, 137 reducing their positions, and 63 closing their positions.
62% more call options, than puts
Call options by funds: $172M | Put options by funds: $106M
3.09% less ownership
Funds ownership: 93.12% → 90.03% (-3.1%)
8% less funds holding
Funds holding: 447 → 411 (-36)
12% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 137
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
22% less capital invested
Capital invested by funds: $6.54B → $5.07B (-$1.47B)
46% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 63
Top Buyers
| 1 |
HPM
H. Partners Management
New York
|
+$113M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$36.3M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$33.1M |
| 4 |
Renaissance Technologies
New York
|
+$30.9M |
| 5 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$20.1M |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$221M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$177M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$58.6M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$22.8M |
| 5 |
SAM
Scopus Asset Management
New York
|
-$19.2M |
HOG Hedge Fund Activity: Q3 2021 in Review
411 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2021, worth a combined $5.07B — down 22% from $6.54B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of HOG and 34 opened new positions — a net loss of 29 holders — while 137 trimmed existing stakes and 120 added.
The largest buyer was H. Partners Management, adding an estimated $113M. The largest seller was Invesco, cutting an estimated $221M.
- 411 institutional investors held Harley-Davidson (HOG) as of Q3 2021, down from 447 in Q2 2021.
- Funds reported $5.07B of Harley-Davidson stock for Q3 2021, down 22% quarter-over-quarter.
- 34 funds opened new Harley-Davidson positions in Q3 2021 and 63 closed out, a net change of -29 holders.
- The largest Harley-Davidson buyer in Q3 2021 was H. Partners Management, an estimated $113M added.
- The largest Harley-Davidson seller in Q3 2021 was Invesco, an estimated $221M sold.
Based on aggregated 13F filings for Q3 2021.