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Harley-Davidson

419 hedge funds and large institutions have $5.47B invested in Harley-Davidson in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 114 increasing their positions, 121 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $160M | Put options by funds: $71.3M

7% more capital invested

Capital invested by funds: $5.12B → $5.47B (+$357M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 73

6% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 121

1% less funds holding

Funds holding: 425419 (-6)

1.88% less ownership

Funds ownership: 91.13%89.24% (-1.9%)

Holders
419
Holders Change
-6
Holders Change %
-1.41%
% of All Funds
7.36%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
73
Increased
114
Reduced
121
Closed
73
Calls
$160M
Puts
$71.3M
Net Calls
+$88.9M
Net Calls Change
+$84M
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
176
ArrowMark Colorado Holdings
Colorado
$770K +$260K +7,000 +57%
AB
177
Amalgamated Bank
New York
$765K -$47.2K -1,269 -6%
TRCT
178
Tower Research Capital (TRC)
New York
$753K +$204K +5,477 +41%
LIA
179
LS Investment Advisors
Michigan
$745K -$86.6K -2,329 -11%
SAM
180
Storebrand Asset Management
Norway
$743K
SAM
181
Shell Asset Management
Netherlands
$710K -$3.72K -100 -0.6%
Wolverine Trading
182
Wolverine Trading
Illinois
$700K +$321K +8,639 +86%
Teacher Retirement System of Texas
183
Teacher Retirement System of Texas
Texas
$689K +$117K +3,142 +22%
Truist Financial
184
Truist Financial
North Carolina
$686K +$102K +2,734 +19%
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$679K -$84.1K -2,262 -12%
Deutsche Bank
186
Deutsche Bank
Germany
$674K -$130K -3,489 -17%
CWM
187
CIBC World Markets
New York
$660K +$612K +16,462 New
GAM
188
Gotham Asset Management
New York
$647K -$900K -24,214 -60%
UIM
189
USS Investment Management
United Kingdom
$646K
X
190
Xponance
Pennsylvania
$644K -$4.5K -121 -0.7%
Stifel Financial
191
Stifel Financial
Missouri
$589K +$62.9K +1,691 +13%
SAM
192
Securian Asset Management
Minnesota
$579K -$3.72K -100 -0.7%
FWCM
193
Ferguson Wellman Capital Management
Oregon
$579K
GT
194
Glenmede Trust
Pennsylvania
$567K -$276K -7,410 -34%
TPCW
195
TD Private Client Wealth
New York
$563K -$111K -2,979 -17%
DTC
196
Davidson Trust Company
Washington
$561K
ONB
197
Old National Bancorp
Indiana
$554K -$255K -6,864 -33%
SF
198
Synovus Financial
Georgia
$547K +$508K +13,667 New
LSA
199
Leonteq Securities AG
Switzerland
$514K +$218K +5,867 +84%
ProShare Advisors
200
ProShare Advisors
Maryland
$493K -$5.95K -160 -1%

HOG Hedge Fund Activity: Q1 2021 in Review

419 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2021, worth a combined $5.47B — up 7% from $5.12B a quarter earlier.

Fund positioning in HOG was balanced in Q1 2021: 73 funds opened new positions, 73 closed out, 114 added to existing stakes and 121 trimmed.

The largest buyer was H. Partners Management, adding an estimated $71.4M. The largest seller was Fidelity Investments, cutting an estimated $119M.

  • 419 institutional investors held Harley-Davidson (HOG) as of Q1 2021, down from 425 in Q4 2020.
  • Funds reported $5.47B of Harley-Davidson stock for Q1 2021, up 7% quarter-over-quarter.
  • 73 funds opened new Harley-Davidson positions in Q1 2021 and 73 closed out, a net change of 0 holders.
  • The largest Harley-Davidson buyer in Q1 2021 was H. Partners Management, an estimated $71.4M added.
  • The largest Harley-Davidson seller in Q1 2021 was Fidelity Investments, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2021.