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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
CPO
201
Cerity Partners OCIO
New York
$310K -$11.1K -411 -3%
JMPWA
202
JP Morgan Private Wealth Advisors
California
$306K +$26.1K +970 +8%
V
203
Veritable
Delaware
$301K +$3.02K +112 +0.9%
CB
204
Commerce Bank
Missouri
$300K -$10.3K -381 -3%
ACH
205
ArrowMark Colorado Holdings
Colorado
$299K +$329K +12,200 New
PAMU
206
Pictet Asset Management (UK)
United Kingdom
$297K +$326K +12,100 New
ProShare Advisors
207
ProShare Advisors
Maryland
$264K -$551K -20,446 -66%
NIM
208
NuWave Investment Management
New Jersey
$259K +$208K +7,709 +268%
WAM
209
World Asset Management
Michigan
$258K -$13.9K -515 -5%
CGH
210
Crossmark Global Holdings
Texas
$250K -$26.9K -1,000 -9%
ARTA
211
A.R.T. Advisors
New York
$247K +$271K +10,063 New
BCM
212
Bienville Capital Management
New York
$245K +$269K +10,000 New
Schroder Investment Management Group
213
Schroder Investment Management Group
United Kingdom
$238K -$440K -16,341 -64%
HIMC
214
Heritage Investors Management Corp
Maryland
$238K -$7.76K -288 -3%
LP
215
LMR Partners
United Kingdom
$227K -$7.63M -283,317 -97%
PNC
216
Park National Corp
Ohio
$223K +$943 +35 +0.4%
Teacher Retirement System of Texas
217
Teacher Retirement System of Texas
Texas
$216K +$237K +8,783 New
PAMP
218
Polar Asset Management Partners
Ontario, Canada
$213K +$234K +8,674 New
CWM
219
Centric Wealth Management
Illinois
$212K +$164K +6,078 New
NAM
220
NorthCoast Asset Management
Connecticut
$208K -$60.7K -2,255 -21%
BIP
221
Brandes Investment Partners
California
$204K -$157K -5,838 -41%
PAM
222
Panagora Asset Management
Massachusetts
$185K -$105K -3,899 -34%
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$149K +$31.7K +1,175 +24%
SBL
224
Sargent Bickham Lagudis
Colorado
$132K +$10.1K +375 +8%
GWM
225
Geneos Wealth Management
Colorado
$117K -$16.4K -610 -11%

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.