Harley-Davidson
HOG
541 hedge funds and large institutions have $7.65B invested in Harley-Davidson in 2015 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 145 increasing their positions, 226 reducing their positions, and 67 closing their positions.
13% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 67
2.66% more ownership
Funds ownership: 85.42% → 88.08% (+2.7%)
1% more funds holding
Funds holding: 537 → 541 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
20% less capital invested
Capital invested by funds: $9.63B → $7.65B (-$1.97B)
36% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 226
45% less call options, than puts
Call options by funds: $117M | Put options by funds: $212M
Top Buyers
Top Sellers
HOG Hedge Fund Activity: Q4 2015 in Review
541 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2015, worth a combined $7.65B — down 20% from $9.63B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new HOG positions and 67 closed out — a net gain of 9 holders — while 145 added to existing stakes and 226 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $268M. The largest seller was Wellington Management Group, cutting an estimated $231M.
- 541 institutional investors held Harley-Davidson (HOG) as of Q4 2015, up from 537 in Q3 2015.
- Funds reported $7.65B of Harley-Davidson stock for Q4 2015, down 20% quarter-over-quarter.
- 76 funds opened new Harley-Davidson positions in Q4 2015 and 67 closed out, a net change of +9 holders.
- The largest Harley-Davidson buyer in Q4 2015 was Massachusetts Financial Services, an estimated $268M added.
- The largest Harley-Davidson seller in Q4 2015 was Wellington Management Group, an estimated $231M sold.
Based on aggregated 13F filings for Q4 2015.