Harley-Davidson
532 hedge funds and large institutions have $9.45B invested in Harley-Davidson in 2015 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 162 increasing their positions, 167 reducing their positions, and 41 closing their positions.
115% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 41
8% more funds holding
Funds holding: 492 → 532 (+40)
0.76% less ownership
Funds ownership: 81.34% → 80.58% (-0.76%)
3% less call options, than puts
Call options by funds: $205M | Put options by funds: $211M
3% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 167
9% less capital invested
Capital invested by funds: $10.4B → $9.45B (-$968M)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$209M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$202M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$113M |
| 4 |
Lazard Asset Management
New York
|
+$104M |
| 5 |
Harris Associates
Chicago,
Illinois
|
+$69.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$415M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$208M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$108M |
| 4 |
Millennium Management
New York
|
-$102M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$99.7M |
HOG Hedge Fund Activity: Q2 2015 in Review
532 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q2 2015, worth a combined $9.45B — down 9.3% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new HOG positions and 41 closed out — a net gain of 47 holders — while 162 added to existing stakes and 167 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $209M. The largest seller was Fidelity Investments, cutting an estimated $415M.
- 532 institutional investors held Harley-Davidson (HOG) as of Q2 2015, up from 492 in Q1 2015.
- Funds reported $9.45B of Harley-Davidson stock for Q2 2015, down 9.3% quarter-over-quarter.
- 88 funds opened new Harley-Davidson positions in Q2 2015 and 41 closed out, a net change of +47 holders.
- The largest Harley-Davidson buyer in Q2 2015 was LSV Asset Management, an estimated $209M added.
- The largest Harley-Davidson seller in Q2 2015 was Fidelity Investments, an estimated $415M sold.
Based on aggregated 13F filings for Q2 2015.