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Harley-Davidson

381 hedge funds and large institutions have $3.45B invested in Harley-Davidson in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 105 increasing their positions, 123 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $43.2M

7% more capital invested

Capital invested by funds: $3.22B → $3.45B (+$226M)

3.31% more ownership

Funds ownership: 88.48%91.79% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less funds holding

Funds holding: 392381 (-11)

15% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 123

17% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 66

Holders
381
Holders Change
-11
Holders Change %
-2.81%
% of All Funds
7.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
55
Increased
105
Reduced
123
Closed
66
Calls
$53.4M
Puts
$43.2M
Net Calls
+$10.1M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MWNA
176
Marshall Wace North America
New York
$427K -$3.24M -120,145 -87%
SDIC
177
South Dakota Investment Council
South Dakota
$427K -$630K -23,390 -57%
Public Sector Pension Investment Board (PSP Investments)
178
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$411K +$451K +16,757 New
SAM
179
Shell Asset Management
Netherlands
$408K
ECM
180
ETrade Capital Management
Virginia
$407K +$173K +6,416 +63%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$404K +$8.08K +300 +2%
Mirae Asset Global Investments
182
Mirae Asset Global Investments
South Korea
$395K -$496K -18,402 -53%
UIM
183
USS Investment Management
United Kingdom
$395K
X
184
Xponance
Pennsylvania
$395K +$62.8K +2,332 +17%
BCM
185
Bayesian Capital Management
New York
$391K +$430K +15,951 New
PI
186
PEAK6 Investments
Illinois
$374K -$371K -13,779 -47%
Truist Financial
187
Truist Financial
North Carolina
$371K +$174K +6,459 +75%
DCM
188
Dupont Capital Management
Delaware
$368K +$131K +4,863 +48%
HSBC Holdings
189
HSBC Holdings
United Kingdom
$365K -$318K -11,792 -44%
SAM
190
Securian Asset Management
Minnesota
$365K -$17K -631 -4%
FWCM
191
Ferguson Wellman Capital Management
Oregon
$364K
TPCW
192
TD Private Client Wealth
New York
$362K +$209K +7,742 +111%
MAM
193
Meeder Asset Management
Ohio
$357K -$1.94M -72,059 -83%
AIM
194
Aigen Investment Management
New York
$354K +$389K +14,429 New
QC
195
Quadrature Capital
United Kingdom
$351K -$1.09M -40,557 -74%
DTC
196
Davidson Trust Company
Washington
$343K
Cambridge Investment Research Advisors
197
Cambridge Investment Research Advisors
Iowa
$342K +$3.48K +129 +0.9%
TCM
198
Teza Capital Management
Illinois
$331K +$364K +13,495 New
Stifel Financial
199
Stifel Financial
Missouri
$326K -$5.93K -220 -2%
LIA
200
LS Investment Advisors
Michigan
$316K -$216K -8,029 -38%

HOG Hedge Fund Activity: Q3 2020 in Review

381 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2020, worth a combined $3.45B — up 7% from $3.22B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of HOG and 55 opened new positions — a net loss of 11 holders — while 123 trimmed existing stakes and 105 added.

The largest buyer was Boston Partners, adding an estimated $95.5M. The largest seller was Bank of New York Mellon, cutting an estimated $72.5M.

  • 381 institutional investors held Harley-Davidson (HOG) as of Q3 2020, down from 392 in Q2 2020.
  • Funds reported $3.45B of Harley-Davidson stock for Q3 2020, up 7% quarter-over-quarter.
  • 55 funds opened new Harley-Davidson positions in Q3 2020 and 66 closed out, a net change of -11 holders.
  • The largest Harley-Davidson buyer in Q3 2020 was Boston Partners, an estimated $95.5M added.
  • The largest Harley-Davidson seller in Q3 2020 was Bank of New York Mellon, an estimated $72.5M sold.

Based on aggregated 13F filings for Q3 2020.