Harley-Davidson
525 hedge funds and large institutions have $11.4B invested in Harley-Davidson in 2014 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 198 reducing their positions, and 43 closing their positions.
70% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 43
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
12% more capital invested
Capital invested by funds: $10.2B → $11.4B (+$1.22B)
4% more funds holding
Funds holding: 503 → 525 (+22)
0.38% more ownership
Funds ownership: 80.22% → 80.61% (+0.38%)
24% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 198
43% less call options, than puts
Call options by funds: $72.7M | Put options by funds: $127M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$130M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$102M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$59.4M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$41.4M |
| 5 |
State Street
Boston,
Massachusetts
|
+$38.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$228M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$104M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$96M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$80.8M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$64.9M |
HOG Hedge Fund Activity: Q4 2014 in Review
525 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2014, worth a combined $11.4B — up 12% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new HOG positions and 43 closed out — a net gain of 30 holders — while 151 added to existing stakes and 198 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $130M. The largest seller was T. Rowe Price Associates, cutting an estimated $228M.
- 525 institutional investors held Harley-Davidson (HOG) as of Q4 2014, up from 503 in Q3 2014.
- Funds reported $11.4B of Harley-Davidson stock for Q4 2014, up 12% quarter-over-quarter.
- 73 funds opened new Harley-Davidson positions in Q4 2014 and 43 closed out, a net change of +30 holders.
- The largest Harley-Davidson buyer in Q4 2014 was Citadel Advisors, an estimated $130M added.
- The largest Harley-Davidson seller in Q4 2014 was T. Rowe Price Associates, an estimated $228M sold.
Based on aggregated 13F filings for Q4 2014.