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Harley-Davidson
HOG

436 hedge funds and large institutions have $14.3B invested in Harley-Davidson in 2013 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 130 increasing their positions, 165 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more capital invested

Capital invested by funds: $9.96B → $14.3B (+$4.35B)

38% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 37

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

3% more funds holding

Funds holding: 425 → 436 (+11)

2.58% more ownership

Funds ownership: 81.18% → 83.76% (+2.6%)

13% less call options, than puts

Call options by funds: $73.7M | Put options by funds: $84.7M

21% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 165

Holders
436
Holders Change
+11
Holders Change %
+2.59%
% of All Funds
14.14%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
51
Increased
130
Reduced
165
Closed
37
Calls
$73.7M
Puts
$84.7M
Net Calls
-$11.1M
Net Calls Change
+$16.6M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$145M
2
CCM
Cantillon Capital Management
New York
+$117M
3
JP Morgan Chase
JP Morgan Chase
New York
+$109M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$108M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$94.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$132M
2
KeyBank National Association
KeyBank National Association
Ohio
-$47.8M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$41.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$37.9M
5
American Century Companies
American Century Companies
Missouri
-$36.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$3.58M -$1.02M -17,263 -24%
AG
177
Aperio Group
California
$3.54M +$307K +5,197 +10%
CCMH
178
Cornerstone Capital Management Holdings
New York
$3.51M -$27.6K -466 -0.8%
OTPPB
179
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.44M +$41.4K +699 +1%
Royal London Asset Management
180
Royal London Asset Management
United Kingdom
$3.41M +$29.4K +497 +1%
Korea Investment Corp
181
Korea Investment Corp
South Korea
$3.38M +$432K +7,300 +16%
Nomura Holdings
182
Nomura Holdings
Japan
$3.36M +$1.67M +28,300 +118%
CD
183
Carl Domino
Florida
$3.07M -$110K -1,865 -4%
Bessemer Group
184
Bessemer Group
New Jersey
$3.03M -$31.9K -540 -1%
RJA
185
Raymond James & Associates
Florida
$2.97M -$1.67M -28,280 -38%
COPPSERS
186
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.93M -$4.91K -83 -0.2%
DILH
187
Dai-ichi Life Holdings
Japan
$2.92M -$783K -13,229 -23%
ARTA
188
A.R.T. Advisors
New York
$2.88M -$148K -2,504 -5%
First Trust Advisors
189
First Trust Advisors
Illinois
$2.8M -$888K -15,015 -26%
WBC
190
Westpac Banking Corp
Australia
$2.74M -$103K -1,745 -4%
WAM
191
World Asset Management
Michigan
$2.61M -$316K -5,342 -12%
URS
192
Utah Retirement Systems
Utah
$2.56M -$23.7K -400 -1%
CBOA
193
Commonwealth Bank of Australia
Australia
$2.52M +$97.4K +1,647 +4%
LMIM
194
Lockheed Martin Investment Management
Maryland
$2.5M +$2.31M +39,000 New
SAA
195
Southeast Asset Advisors
Georgia
$2.47M +$12.4K +210 +0.5%
WRM
196
Weybosset Research & Management
Rhode Island
$2.42M -$9.64K -163 -0.4%
Commonwealth Equity Services
197
Commonwealth Equity Services
Massachusetts
$2.4M +$129K +2,179 +6%
V
198
Veritable
Delaware
$2.38M +$20.8K +352 +1%
PNC
199
Park National Corp
Ohio
$2.38M -$250K -4,222 -10%
MMG
200
Monetary Management Group
Missouri
$2.38M +$41.4K +700 +2%
6 7
8
9 10

HOG Hedge Fund Activity: Q3 2013 in Review

436 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2013, worth a combined $14.3B — up 44% from $9.96B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new HOG positions and 37 closed out — a net gain of 14 holders — while 130 added to existing stakes and 165 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $145M. The largest seller was AllianceBernstein, cutting an estimated $132M.

  • 436 institutional investors held Harley-Davidson (HOG) as of Q3 2013, up from 425 in Q2 2013.
  • Funds reported $14.3B of Harley-Davidson stock for Q3 2013, up 44% quarter-over-quarter.
  • 51 funds opened new Harley-Davidson positions in Q3 2013 and 37 closed out, a net change of +14 holders.
  • The largest Harley-Davidson buyer in Q3 2013 was Baillie Gifford & Co, an estimated $145M added.
  • The largest Harley-Davidson seller in Q3 2013 was AllianceBernstein, an estimated $132M sold.

Based on aggregated 13F filings for Q3 2013.