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Harley-Davidson
HOG

463 hedge funds and large institutions have $5.42B invested in Harley-Davidson in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 136 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 40

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more funds holding

Funds holding: 435 → 463 (+28)

2.23% more ownership

Funds ownership: 92.24% → 94.47% (+2.2%)

5% more capital invested

Capital invested by funds: $5.16B → $5.42B (+$258M)

4% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 142

31% less call options, than puts

Call options by funds: $44.1M | Put options by funds: $63.6M

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
9.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
75
Increased
136
Reduced
142
Closed
40
Calls
$44.1M
Puts
$63.6M
Net Calls
-$19.5M
Net Calls Change
+$1.7M

Top Buyers

1
IAM
Impala Asset Management
Florida
+$70.1M
2
AAMU
Amundi Asset Management US
Massachusetts
+$20.7M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
+$13.8M
4
CS
Credit Suisse
Switzerland
+$11.1M
5
Bank of America
Bank of America
North Carolina
+$10.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$57.3M
2
VanEck Associates
VanEck Associates
New York
-$31.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14.4M
4
JP Morgan Chase
JP Morgan Chase
New York
-$13.4M
5
KP
Kiltearn Partners
United Kingdom
-$8.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
II
201
IFM Investors
Australia
$718K -$60.9K -1,637 -8%
HIMCH
202
Hartford Investment Management Co (HIMCO)
Connecticut
$703K -$23.1K -620 -3%
TC
203
Trilogy Capital
California
$698K +$47K +1,263 +7%
SFA
204
Sequoia Financial Advisors
Ohio
$698K +$491K +13,203 +237%
Bank of Nova Scotia
205
Bank of Nova Scotia
Ontario, Canada
$696K -$314K -8,430 -31%
CWM
206
CIBC World Markets
New York
$679K +$14.8K +397 +2%
S
207
Seeyond
France
$670K – – –
RJA
208
Raymond James & Associates
Florida
$662K -$138K -3,705 -17%
TC
209
TwinBeech Capital
New York
$624K +$624K +16,775 New
B
210
BP
United Kingdom
$599K – – –
Wealthfront Advisers
211
Wealthfront Advisers
California
$574K +$574K +15,423 New
NAM
212
Nissay Asset Management
Japan
$570K +$2.72K +73 +0.5%
SAM
213
Securian Asset Management
Minnesota
$568K -$21.7K -584 -4%
OPERF
214
Oregon Public Employees Retirement Fund
Oregon
$565K -$33K -886 -6%
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$561K -$4.69K -126 -0.8%
TRSOTSOK
216
Teachers Retirement System of the State of Kentucky
Kentucky
$558K – – –
DekaBank Deutsche Girozentrale
217
DekaBank Deutsche Girozentrale
Germany
$553K -$258K -6,943 -32%
VF
218
Virtu Financial
New York
$552K +$553K +14,850 New
FWCM
219
Ferguson Wellman Capital Management
Oregon
$551K – – –
Assenagon Asset Management
220
Assenagon Asset Management
Luxembourg
$550K +$550K +14,777 New
PCS
221
Personal CFO Solutions
New Jersey
$534K +$107K +2,861 +25%
CIBC Asset Management
222
CIBC Asset Management
Ontario, Canada
$531K -$27.7K -744 -5%
QI
223
QS Investors
New York
$527K +$10.2K +275 +2%
CEI
224
Clark Estates Inc
New York
$521K +$521K +14,000 New
DTC
225
Davidson Trust Company
Washington
$520K +$521K +14,000 New
7 8
9
10 11

HOG Hedge Fund Activity: Q4 2019 in Review

463 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2019, worth a combined $5.42B — up 5% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new HOG positions and 40 closed out — a net gain of 35 holders — while 136 added to existing stakes and 142 trimmed.

The largest buyer was Impala Asset Management, opening a new position worth an estimated $70.1M. The largest seller was Ameriprise, cutting an estimated $57.3M.

  • 463 institutional investors held Harley-Davidson (HOG) as of Q4 2019, up from 435 in Q3 2019.
  • Funds reported $5.42B of Harley-Davidson stock for Q4 2019, up 5% quarter-over-quarter.
  • 75 funds opened new Harley-Davidson positions in Q4 2019 and 40 closed out, a net change of +35 holders.
  • The largest Harley-Davidson buyer in Q4 2019 was Impala Asset Management, an estimated $70.1M added.
  • The largest Harley-Davidson seller in Q4 2019 was Ameriprise, an estimated $57.3M sold.

Based on aggregated 13F filings for Q4 2019.