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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
Los Angeles Capital Management
201
Los Angeles Capital Management
California
$2.28M -$80.5K -1,360 -4%
PP
202
PDT Partners
New York
$2.26M -$3.12M -52,791 -60%
Teacher Retirement System of Texas
203
Teacher Retirement System of Texas
Texas
$2.23M +$1.9M +32,127 +1,225%
GLAM
204
Gardner Lewis Asset Management
Pennsylvania
$2.2M -$255K -4,305 -11%
DLCIG
205
D.L. Carlson Investment Group
New Hampshire
$2.16M +$148K +2,500 +8%
Macquarie Group
206
Macquarie Group
Australia
$2.16M +$248K +4,200 +14%
OPERF
207
Oregon Public Employees Retirement Fund
Oregon
$2.08M -$12.1K -205 -0.6%
CAM
208
Capstone Asset Management
Texas
$2.05M -$49K -829 -3%
AAF
209
Andra AP-fonden
Sweden
$2.04M -$4.37M -73,800 -70%
PAM
210
Panagora Asset Management
Massachusetts
$2.02M -$37.3K -630 -2%
Nomura Asset Management
211
Nomura Asset Management
Japan
$1.88M -$436K -7,378 -20%
Asset Management One
212
Asset Management One
Japan
$1.87M +$182K +3,084 +12%
PCM
213
Princeton Capital Management
New Jersey
$1.78M -$37.6K -636 -2%
BCM
214
Birmingham Capital Management
Alabama
$1.77M -$76.9K -1,300 -5%
SMDAM
215
Sumitomo Mitsui DS Asset Management
Japan
$1.74M -$92.6K -1,566 -5%
HAMF
216
Hatteras Alternative Mutual Funds
North Carolina
$1.69M +$1.19M +20,137 +325%
Janus Henderson Group
217
Janus Henderson Group
United Kingdom
$1.69M -$114K -1,926 -7%
GH
218
GAM Holding
Switzerland
$1.55M – – –
WCM
219
Weik Capital Management
Pennsylvania
$1.53M -$54.7K -925 -4%
AAM
220
Aberdeen Asset Management
United Kingdom
$1.52M -$41.4K -700 -3%
MOACM
221
Mutual of America Capital Management
New York
$1.5M -$18.2K -308 -1%
CIC
222
Chase Investment Counsel
Virginia
$1.45M +$1.34M +22,610 New
GI
223
GLG Inc
New York
$1.43M -$695K -11,750 -35%
LPL Financial
224
LPL Financial
California
$1.4M +$15K +253 +1%
TMAM
225
Tokio Marine Asset Management
Japan
$1.36M -$45.5K -769 -3%
7 8
9
10 11

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.