Harley-Davidson
542 hedge funds and large institutions have $7.66B 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
2.5% more ownership
Funds ownership: 85.42% → 87.93% (+2.5%)
1% more funds holding
Funds holding: 538 → 542 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
21% less capital invested
Capital invested by funds: $9.65B → $7.66B (-$1.99B)
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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$268M |
| 2 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$99.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$76.3M |
| 4 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
+$64.9M |
| 5 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
+$40.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$231M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$172M |
| 3 |
Lazard Asset Management
New York
|
-$93.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$57.2M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$52M |
HOG Hedge Fund Activity: Q4 2015 in Review
542 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2015, worth a combined $7.66B — down 21% from $9.65B 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.
- 542 institutional investors held Harley-Davidson (HOG) as of Q4 2015, up from 538 in Q3 2015.
- Funds reported $7.66B of Harley-Davidson stock for Q4 2015, down 21% 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.