Harley-Davidson
436 hedge funds and large institutions have $12B 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.
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)
20% more capital invested
Capital invested by funds: $9.97B → $12B (+$2.01B)
3% more funds holding
Funds holding: 425 → 436 (+11)
2.53% more ownership
Funds ownership: 81.18% → 83.71% (+2.5%)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$145M |
| 2 |
CCM
Cantillon Capital Management
New York
|
+$117M |
| 3 |
JP Morgan Chase
New York
|
+$109M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$108M |
| 5 |
Bank of New York Mellon
New York
|
+$94.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$132M |
| 2 |
KeyBank National Association
Cleveland,
Ohio
|
-$47.8M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$41.9M |
| 4 |
D.E. Shaw & Co
New York
|
-$37.9M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$36.5M |
HOG Hedge Fund Activity: Q3 2013 in Review
436 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2013, worth a combined $12B — up 20% from $9.97B 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 $12B of Harley-Davidson stock for Q3 2013, up 20% 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.